Compare · 3 funds side by side · dividends reinvested

VIG, ISCG and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,626VTV · best of the three

02 / 04

VIG, ISCG and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.80%+22.8%+27.5%+22.9%+12.9%−6.4%10.2%$184B1.0

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B2.1

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.65%+12.3%+13.0%+21.2%+5.0%−11.4%18.0%$974M2.9

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 · ISCG 2004 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

VIG

ISCG

iShares Morningstar Small-Cap Growth ETF · $974M$11,876

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

VIGMeasureISCG

+16.4%Year to dateJan 1 → Nov 5+12.3%

+18.9%1 yearTotal return+13.0%

+20.6%3 years · per year$10,000 became $17,533 · $17,783+21.2%

+11.2%5 years · per year$10,000 became $17,005 · $12,768+5.0%

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

1.44%Trailing 12-mo yield$144 · $65 a year on $10k0.65%

−7.9%Worst dropSmaller is better−11.4%

10.2%VolatilityLower is calmer18.0%

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

7–1VIG 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 ISCG: Top 5 Holdings

Today

VIG

22.1%in top 5

ISCG

in top 54.1%

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 5OKTA1.1%

not top 5TEAM1.0%

not top 5GH0.7%

not top 5ROKU0.7%

not top 5RBRK0.6%

Held in common2.7%

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

VIG vs ISCG Returns, Every Period

VanguardVIG

+11.2%

5 years, per year

ISCGiShares

+5.0%

5 years, per year

VIGISCGFaded: behind in that period

3–1VIG wins

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

Income vs Stocks: VIG vs VTV

YTD

VanguardVIG

+16.4%

VTVVanguard

+22.8%

+16.4%Year to date+22.8%

−7.9%Worst drop · 1Y−6.4%

10.2%Volatility · 1Y10.2%

1.4%Yield1.8%

$109BAssets$184B

3–0VTV wins

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

Cost, Income and Risk

Fees: VIG, ISCG, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VIG0.04%$4

ISCG0.06%$6

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

Yields: VIG, ISCG, VTV

1.80%highest, VTV

FundTrailing yieldYield$10k

VTV1.80%$180

VIG1.44%$144

ISCG0.65%$65

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

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

VIG$144 − $4 = $140

ISCG$65 − $6 = $59

KeptFee

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

Overlap: VIG, ISCG, VTV

Today

51.5%most shared, VIG and VTV

VIGISCGVTV

VIG—2.7%51.5%

ISCG2.7%—0.0%

VTV51.5%0.0%—

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

Return vs Bumpiness: 3 ETFs

+27.5%VTV, at 10.2% volatility

VTVWorst drop−6.4%10.2% vol

VIGWorst drop−7.9%10.2% vol

ISCGWorst drop−11.4%18.0% vol

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

Paid More vs Made More

YTD

VTVVIG

+22.8%Year to date+16.4%

1.8%Yield1.4%

+27.5%Past year+18.9%

0.03%Fee0.04%

4–0VTV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026