Compare · 3 funds side by side · dividends reinvested

VIG, IJS and VTV

VIGVanguard×IJSiShares×VTVVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,585VTV · best of the three

02 / 04

VIG, IJS and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.0

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.3

iShares S&P Small-Cap 600 Value ETFUS Stock Styles · Small cap0.18%1.42%+15.7%+19.1%+17.6%+6.4%−9.3%16.2%$7.6B2.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: VIG 2006 · IJS 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$16,243

VIG

IJS

iShares S&P Small-Cap 600 Value ETF · $7.6B$13,645

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

VIGMeasureIJS

+12.1%Year to dateJan 1 → Nov 6+15.7%

+14.3%1 yearTotal return+19.1%

+18.6%3 years · per year$10,000 became $16,669 · $16,272+17.6%

+10.2%5 years · per year$10,000 became $16,243 · $13,645+6.4%

0.04%Expense ratio$4 · $18 a year on $10k · lower is better0.18%

1.50%Trailing 12-mo yield$150 · $142 a year on $10k1.42%

−7.9%Worst dropSmaller is better−9.3%

10.8%VolatilityLower is calmer16.2%

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

6–2VIG wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VIG vs IJS: Top 5 Holdings

Today

VIG

22.1%in top 5

IJS

in top 54.8%

VIGStockIJS

4.9%MSFTnot top 5

4.9%AAPLnot top 5

4.3%AVGOnot top 5

4.1%LLYnot top 5

3.9%JPMnot top 5

not top 5PAYC1.1%

not top 5MTCH1.0%

not top 5EPAM0.9%

not top 5VSXY0.9%

not top 5JXN0.9%

Held in common0.6%

End-of-day Nov 6, 2026 · share of each fund

VIG vs IJS Returns, Every Period

VanguardVIG

+10.2%

5 years, per year

IJSiShares

+6.4%

5 years, per year

VIGIJSFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Stocks: VIG vs VTV

YTD

VanguardVIG

+12.1%

VTVVanguard

+18.5%

+12.1%Year to date+18.5%

−7.9%Worst drop · 1Y−6.4%

10.8%Volatility · 1Y10.7%

1.5%Yield1.9%

$109BAssets$184B

4–0VTV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VIG, IJS, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VIG0.04%$4

IJS0.18%$18

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: VIG, IJS, VTV

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

VIG1.50%$150

IJS1.42%$142

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

VIG$150 − $4 = $146

IJS$142 − $18 = $124

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: VIG, IJS, VTV

Today

51.5%most shared, VIG and VTV

VIGIJSVTV

VIG—0.6%51.5%

IJS0.6%—0.0%

VTV51.5%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

VIGWorst drop−7.9%10.8% vol

IJSWorst drop−9.3%16.2% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VTVIJS

+18.5%Year to date+15.7%

1.9%Yield1.4%

+22.9%Past year+19.1%

0.03%Fee0.18%

4–0VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026