Compare · 2 funds side by side · dividends reinvested

SVAL and VIG

SVALiShares×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two

02 / 04

SVAL and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.15%+28.3%+34.2%+22.4%+9.7%−9.0%14.9%$163M1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: SVAL 2020 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares US Small Cap Value Factor ETF · $163M$15,861

SVAL

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

SVALMeasureVIG

+28.3%Year to dateJan 1 → Nov 4+16.4%

+34.2%1 yearTotal return+18.9%

+22.4%3 years · per year$10,000 became $18,358 · $17,533+20.6%

+9.7%5 years · per year$10,000 became $15,861 · $17,005+11.2%

0.20%Expense ratio$20 · $4 a year on $10k · lower is better0.04%

2.15%Trailing 12-mo yield$215 · $144 a year on $10k1.44%

−9.0%Worst dropSmaller is better−7.9%

14.9%VolatilityLower is calmer10.2%

SVALVIG Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SVAL vs VIG: Top 5 Holdings

Today

SVAL

4.2%in top 5

VIG

in top 522.1%

SVALStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

0.9%NSITnot top 5

0.9%AMNnot top 5

0.8%CBRLnot top 5

0.8%OSPNnot top 5

0.8%FIVNnot top 5

Held in common0.2%

End-of-day Nov 4, 2026 · share of each fund

SVAL vs VIG Returns, Every Period

iSharesSVAL

+9.7%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

SVALVIGFaded: behind in that period

3–1SVAL wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Income: SVAL vs VIG

YTD

iSharesSVAL

+28.3%

VIGVanguard

+16.4%

+28.3%Year to date+16.4%

−9.0%Worst drop · 1Y−7.9%

14.9%Volatility · 1Y10.2%

2.1%Yield1.4%

$163MAssets$109B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SVAL, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SVAL0.20%$20

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SVAL, VIG

2.15%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.15%$215

VIG1.44%$144

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$195most kept, SVAL

SVAL$215 − $20 = $195

VIG$144 − $4 = $140

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SVAL, VIG

Today

0.2%most shared, SVAL and VIG

SVALVIG

SVAL—0.2%

VIG0.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+34.2%SVAL, at 14.9% volatility

VIGWorst drop−7.9%10.2% vol

SVALWorst drop−9.0%14.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SVALVIG

+28.3%Year to date+16.4%

2.1%Yield1.4%

+34.2%Past year+18.9%

0.20%Fee0.04%

3–1SVAL wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026