Compare · 3 funds side by side · dividends reinvested

VIG, IGV and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$33,824SMH · best of the three

02 / 04

VIG, IGV and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.5

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$65.4B1.6

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−6.3%−11.6%+13.6%+2.6%−33.3%32.9%$13.0B2.9

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: VIG 2006 · IGV 2001 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

VIG

IGV

iShares Expanded Tech-Software Sector ETF · $13.0B$11,367

$10,000 five years ago, dividends reinvested · they hold 6.5% in common

VIGMeasureIGV

+12.5%Year to dateJan 1 → Nov 5−6.3%

+15.2%1 yearTotal return−11.6%

+18.9%3 years · per year$10,000 became $16,814 · $14,673+13.6%

+10.3%5 years · per year$10,000 became $16,331 · $11,367+2.6%

0.04%Expense ratio$4 · $38 a year on $10k · lower is better0.38%

1.49%Trailing 12-mo yield$149 · $2 a year on $10k0.02%

−7.9%Worst dropSmaller is better−33.3%

10.8%VolatilityLower is calmer32.9%

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

8–0VIG wins

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

More Ways to See the Pairs

VIG vs IGV: Top 5 Holdings

Today

VIG

22.1%in top 5

IGV

in top 541.9%

VIGStockIGV

4.9%MSFT9.4%

not top 5PANW8.6%

not top 5PLTR8.4%

not top 5CRWD8.2%

not top 5ORCL7.2%

4.9%AAPLnot top 5

4.3%AVGOnot top 5

4.1%LLYnot top 5

3.9%JPMnot top 5

Held in common6.5%

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

VIG vs IGV Returns, Every Period

VanguardVIG

+10.3%

5 years, per year

IGViShares

+2.6%

5 years, per year

VIGIGVFaded: behind in that period

4–0VIG wins

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

Income vs Thematic: VIG vs SMH

YTD

VanguardVIG

+12.5%

SMHVanEck

+24.3%

+12.5%Year to date+24.3%

−7.9%Worst drop · 1Y−33.1%

10.8%Volatility · 1Y42.8%

1.5%Yield0.2%

$109BAssets$65.4B

3–1VIG wins

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

Cost, Income and Risk

Fees: VIG, IGV, SMH

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SMH0.35%$35

IGV0.38%$38

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

Yields: VIG, IGV, SMH

1.49%highest, VIG

FundTrailing yieldYield$10k

VIG1.49%$149

SMH0.25%$25

IGV0.02%$2

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

SMH$25 − $35 = −$10

IGV$2 − $38 = −$36

KeptFee

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

Overlap: VIG, IGV, SMH

Today

10.3%most shared, VIG and SMH

VIGIGVSMH

VIG—6.5%10.3%

IGV6.5%—4.6%

SMH10.3%4.6%—

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

Return vs Bumpiness: 3 ETFs

+27.3%SMH, at 42.8% volatility

VIGWorst drop−7.9%10.8% vol

IGVWorst drop−33.3%32.9% vol

SMHWorst drop−33.1%42.8% vol

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

Paid More vs Made More

YTD

VIGSMH

+12.5%Year to date+24.3%

1.5%Yield0.2%

+15.2%Past year+27.3%

0.04%Fee0.35%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026