Compare · 2 funds side by side · dividends reinvested

USMV and VIG

USMViShares×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

USMV and VIG, 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%$109B1.3

iShares MSCI USA Min Vol Factor ETFUS Stock Styles · Factor0.15%1.35%+12.1%+14.3%+15.5%+8.1%−6.5%8.7%$24.1B1.8

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: USMV 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Min Vol Factor ETF · $24.1B$14,754

USMV

VIG

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

$10,000 five years ago, dividends reinvested · they hold 34.2% in common

USMVMeasureVIG

+12.1%Year to dateJan 1 → Nov 4+16.4%

+14.3%1 yearTotal return+18.9%

+15.5%3 years · per year$10,000 became $15,388 · $17,533+20.6%

+8.1%5 years · per year$10,000 became $14,754 · $17,005+11.2%

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

1.35%Trailing 12-mo yield$135 · $144 a year on $10k1.44%

−6.5%Worst dropSmaller is better−7.9%

8.7%VolatilityLower is calmer10.2%

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

2–6VIG wins

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

More Ways to See the Pairs

USMV vs VIG: Top 5 Holdings

Today

USMV

7.8%in top 5

VIG

in top 522.1%

USMVStockVIG

1.6%MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

1.6%APHnot top 5

1.5%CBnot top 5

1.5%BRK-Bnot top 5

1.5%XOMnot top 5

Held in common34.2%

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

USMV vs VIG Returns, Every Period

iSharesUSMV

+8.1%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

USMVVIGFaded: behind in that period

0–4VIG wins

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

Stocks vs Income: USMV vs VIG

YTD

iSharesUSMV

+12.1%

VIGVanguard

+16.4%

+12.1%Year to date+16.4%

−6.5%Worst drop · 1Y−7.9%

8.7%Volatility · 1Y10.2%

1.3%Yield1.4%

$24.1BAssets$109B

2–2level

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

Cost, Income and Risk

Fees: USMV, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

USMV0.15%$15

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

Yields: USMV, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

USMV1.35%$135

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

USMV$135 − $15 = $120

KeptFee

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

Overlap: USMV, VIG

Today

34.2%most shared, USMV and VIG

USMVVIG

USMV—34.2%

VIG34.2%—

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

Return vs Bumpiness: 2 ETFs

+18.9%VIG, at 10.2% volatility

USMVWorst drop−6.5%8.7% vol

VIGWorst drop−7.9%10.2% vol

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

Paid More vs Made More

YTD

VIGUSMV

+16.4%Year to date+12.1%

1.4%Yield1.3%

+18.9%Past year+14.3%

0.04%Fee0.15%

4–0VIG 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