Compare · 3 funds side by side · dividends reinvested

TOPC, VIG and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,151IVV · best of the three

02 / 04

TOPC, VIG and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.4

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B2.1

iShares S&P 500 3% Capped ETFLow-Cost Core · S&P 5000.15%1.02%+14.0%+15.1%[…][…]−8.0%12.3%$33M2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: TOPC 2025 · VIG 2006 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares S&P 500 3% Capped ETF · $33M[…]

TOPC

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested · they hold 46.2% in common

TOPCMeasureVIG

+14.0%Year to dateJan 1 → Nov 5+16.4%

+15.1%1 yearTotal return+18.9%

[…]3 years · per year$10,000 became […] · $17,533+20.6%

[…]5 years · per year$10,000 became […] · $17,005+11.2%

0.15%Expense ratio$15 · $4 a year on $10k · lower is better0.04%

1.02%Trailing 12-mo yield$102 · $144 a year on $10k1.44%

−8.0%Worst dropSmaller is better−7.9%

12.3%VolatilityLower is calmer10.2%

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

0–6VIG wins

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

More Ways to See the Pairs

TOPC vs VIG: Top 5 Holdings

Today

TOPC

15.1%in top 5

VIG

in top 522.1%

TOPCStockVIG

3.4%MSFT4.9%

3.3%AAPL4.9%

2.7%AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.1%AMZNnot top 5

2.7%NVDAnot top 5

Held in common46.2%

End-of-day Nov 5, 2026 · share of each fund

TOPC vs VIG Returns, Every Period

iSharesTOPC

+15.1%

past year

VIGVanguard

+18.9%

past year

TOPCVIGFaded: behind in that period

0–2VIG wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Core vs Income: TOPC vs VIG

YTD

iSharesTOPC

+14.0%

VIGVanguard

+16.4%

+14.0%Year to date+16.4%

−8.0%Worst drop · 1Y−7.9%

12.3%Volatility · 1Y10.2%

1.0%Yield1.4%

$33.3MAssets$109B

4–0VIG wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TOPC, VIG, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VIG0.04%$4

TOPC0.15%$15

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: TOPC, VIG, IVV

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

IVV1.09%$109

TOPC1.02%$102

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

IVV$109 − $3 = $106

TOPC$102 − $15 = $87

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: TOPC, VIG, IVV

Today

85.2%most shared, TOPC and IVV

TOPCVIGIVV

TOPC—46.2%85.2%

VIG46.2%—42.6%

IVV85.2%42.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+18.9%VIG, at 10.2% volatility

VIGWorst drop−7.9%10.2% vol

TOPCWorst drop−8.0%12.3% vol

IVVWorst drop−8.9%12.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VIGTOPC

+16.4%Year to date+14.0%

1.4%Yield1.0%

+18.9%Past year+15.1%

0.04%Fee0.15%

4–0VIG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026