Compare · 3 funds side by side · dividends reinvested

VIG, SIZE and VTV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,803VTV · best of the three

Story of the three · IncomeMost incomeVTV · 1.83% · $183 a year on $10k

Story of the three · RiskSmallest drop

VIG, SIZE and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+21.0%+24.8%+20.7%+12.2%−6.4%10.8%$184B1.0

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+15.1%+17.8%+18.6%+10.6%−7.9%11.0%$109B2.0

iShares MSCI USA Size Factor ETFUS Stock Styles · Large cap0.15%1.36%+13.2%+15.0%+17.4%+7.4%−8.0%13.4%$435M3.0

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

End-of-day Nov 10, 2026 · returns include dividends · since: VIG 2006 · SIZE 2013 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Dividend Appreciation ETF · $109B$16,583

VIG

SIZE

iShares MSCI USA Size Factor ETF · $435M$14,293

$10,000 five years ago, dividends reinvested · they hold 25.8% in common

VIGMeasure

More Ways to See the Pairs

VIG vs SIZE: Top 5 Holdings

Today

VIG

22.1%in top 5

SIZE

in top 52.0%

VIGStockSIZE

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

Cost, Income and Risk

Fees: VIG, SIZE, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VIG0.04%$4

SIZE0.15%$15

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

Yields: VIG, SIZE, VTV

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.8%

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+15.1%

SIZE

+15.1%Year to dateJan 1 → Nov 10+13.2%

+17.8%1 yearTotal return+15.0%

+18.6%3 years · per year$10,000 became $16,696 · $16,174+17.4%

+10.6%5 years · per year$10,000 became $16,583 · $14,293+7.4%

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

1.46%Trailing 12-mo yield$146 · $136 a year on $10k1.36%

−7.9%Worst dropSmaller is better−8.0%

11.0%VolatilityLower is calmer13.4%

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

8–0VIG wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5SN0.4%

not top 5OKTA0.4%

not top 5KMB0.4%

not top 5VMRK0.4%

not top 5VEEV0.4%

Held in common25.8%

End-of-day Nov 10, 2026 · share of each fund

VIG vs SIZE Returns, Every Period

5Y

VanguardVIG

+10.6%

5 years, per year

SIZEiShares

+7.4%

5 years, per year

VIGSIZEFaded: behind in that period

4–0VIG wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Income vs Stocks: VIG vs VTV

YTD

VanguardVIG

+15.1%

VTVVanguard

+21.0%

+15.1%Year to date+21.0%

−7.9%Worst drop · 1Y−6.4%

11.0%Volatility · 1Y10.8%

1.5%Yield1.8%

$109BAssets$184B

4–0VTV wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

VIG1.46%$146

SIZE1.36%$136

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$180most kept, VTV

VTV$183 − $3 = $180

VIG$146 − $4 = $142

SIZE$136 − $15 = $121

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: VIG, SIZE, VTV

Today

51.5%most shared, VIG and VTV

VIGSIZEVTV

VIG—25.8%51.5%

SIZE25.8%—43.2%

VTV51.5%43.2%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+24.8%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

VIGWorst drop−7.9%11.0% vol

SIZEWorst drop−8.0%13.4% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

VTVVIG

+21.0%Year to date+15.1%

1.8%Yield1.5%

+24.8%Past year+17.8%

0.03%Fee0.04%

4–0VTV wins

End-of-day Nov 10, 2026

+21.0%Year to date+18.8%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 10, 2026

+19.1%Year to date+15.1%

1.8%Yield1.5%

$45.7BAssets$109B

2–0DGRO wins

End-of-day Nov 10, 2026

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VIG, SIZE and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three