Compare · 3 funds side by side · dividends reinvested

VIG, ISCG and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,243VIG · best of the three

02 / 04

VIG, ISCG and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.1

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.25%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B2.1

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.67%+7.9%+9.1%+18.9%+3.6%−11.4%18.5%$934M2.8

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 · ISCG 2004 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

VIG

ISCG

iShares Morningstar Small-Cap Growth ETF · $934M$11,960

$10,000 five years ago, dividends reinvested · they hold 2.7% in common

VIGMeasureISCG

+12.1%Year to dateJan 1 → Nov 6+7.9%

+14.3%1 yearTotal return+9.1%

+18.6%3 years · per year$10,000 became $16,669 · $16,813+18.9%

+10.2%5 years · per year$10,000 became $16,243 · $11,960+3.6%

0.04%Expense ratio$4 · $6 a year on $10k · lower is better0.06%

1.50%Trailing 12-mo yield$150 · $67 a year on $10k0.67%

−7.9%Worst dropSmaller is better−11.4%

10.8%VolatilityLower is calmer18.5%

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

7–1VIG 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 ISCG: Top 5 Holdings

Today

VIG

22.1%in top 5

ISCG

in top 54.0%

VIGStockISCG

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 5TEAM1.0%

not top 5OKTA1.0%

not top 5ROKU0.7%

not top 5GH0.7%

not top 5U0.6%

Held in common2.7%

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

VIG vs ISCG Returns, Every Period

VanguardVIG

+10.2%

5 years, per year

ISCGiShares

+3.6%

5 years, per year

VIGISCGFaded: behind in that period

3–1VIG wins

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

Income vs Stocks: VIG vs IJH

YTD

VanguardVIG

+12.1%

IJHiShares

+9.5%

+12.1%Year to date+9.5%

−7.9%Worst drop · 1Y−8.8%

10.8%Volatility · 1Y15.5%

1.5%Yield1.3%

$109BAssets$121B

4–0VIG wins

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

Cost, Income and Risk

Fees: VIG, ISCG, IJH

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

IJH0.05%$5

ISCG0.06%$6

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

Yields: VIG, ISCG, IJH

1.50%highest, VIG

FundTrailing yieldYield$10k

VIG1.50%$150

IJH1.25%$125

ISCG0.67%$67

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

IJH$125 − $5 = $120

ISCG$67 − $6 = $61

KeptFee

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

Overlap: VIG, ISCG, IJH

Today

39.5%most shared, ISCG and IJH

VIGISCGIJH

VIG—2.7%2.9%

ISCG2.7%—39.5%

IJH2.9%39.5%—

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

Return vs Bumpiness: 3 ETFs

+14.3%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

IJHWorst drop−8.8%15.5% vol

ISCGWorst drop−11.4%18.5% vol

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

Paid More vs Made More

YTD

VIGIJH

+12.1%Year to date+9.5%

1.5%Yield1.3%

+14.3%Past year+12.9%

0.04%Fee0.05%

4–0VIG 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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026