Compare · 4 funds side by side · dividends reinvested

VIG, FVAL, SCHD and IWF

VIGVanguard×FVALFidelity×SCHDSchwab×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,789FVAL · best of the four

02 / 04

VIG, FVAL, SCHD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.8

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.3

Fidelity Value Factor ETFUS Stock Styles · Value0.15%1.50%+14.5%+19.5%+21.6%+12.2%−8.9%12.5%$1.4B2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B3.8

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: VIG 2006 · FVAL 2016 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$16,638

VIG

FVAL

Fidelity Value Factor ETF · $1.4B$17,789

$10,000 five years ago, dividends reinvested · they hold 30.2% in common

VIGMeasureFVAL

+14.8%Year to dateJan 1 → Nov 9+14.5%

+17.6%1 yearTotal return+19.5%

+18.8%3 years · per year$10,000 became $16,775 · $17,981+21.6%

+10.7%5 years · per year$10,000 became $16,638 · $17,789+12.2%

0.04%Expense ratio$4 · $15 a year on $10k · lower is better0.15%

1.46%Trailing 12-mo yield$146 · $150 a year on $10k1.50%

−7.9%Worst dropSmaller is better−8.9%

11.0%VolatilityLower is calmer12.5%

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

4–4Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VIG vs FVAL: Top 5 Holdings

Today

VIG

22.1%in top 5

FVAL

in top 529.8%

VIGStockFVAL

4.9%AAPL8.1%

not top 5NVDA7.1%

4.9%MSFT6.5%

not top 5GOOGL4.4%

4.3%AVGOnot top 5

4.1%LLYnot top 5

3.9%JPMnot top 5

not top 5AMZN3.7%

Held in common30.2%

End-of-day Nov 9, 2026 · share of each fund

VIG vs FVAL Returns, Every Period

VanguardVIG

+10.7%

5 years, per year

FVALFidelity

+12.2%

5 years, per year

VIGFVALFaded: behind in that period

1–3FVAL wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

VIG vs SCHD

YTD

VanguardVIG

+14.8%

SCHDSchwab

+33.2%

+14.8%Year to date+33.2%

−7.9%Worst drop · 1Y−6.9%

11.0%Volatility · 1Y11.8%

1.5%Yield3.0%

$109BAssets$122B

3–1SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VIG, FVAL, SCHD, IWF

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

FVAL0.15%$15

IWF0.18%$18

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: VIG, FVAL, SCHD, IWF

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

FVAL1.50%$150

VIG1.46%$146

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

FVAL$150 − $15 = $135

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: VIG, FVAL, SCHD, IWF

Today

43.3%most shared, FVAL and IWF

VIGFVALSCHDIWF

VIG—30.2%14.5%32.6%

FVAL30.2%—10.1%43.3%

SCHD14.5%10.1%—3.6%

IWF32.6%43.3%3.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

FVALWorst drop−8.9%12.5% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVIG

+33.2%Year to date+14.8%

3.0%Yield1.5%

+39.1%Past year+17.6%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026