Compare · 3 funds side by side · dividends reinvested

VIG, SSCP and IJR

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, SSCP and IJR, 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%$109B1.3

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$104B1.8

SMART Small Cap ETFUS Stock Styles · Small cap0.79%0.00%[…][…][…][…][…][…]$14M3.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: VIG 2006 · SSCP 2026 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

VIG

SSCP

SMART Small Cap ETF · $14M[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

VIGMeasureSSCP

+12.1%Year to dateJan 1 → Nov 6[…]

+14.3%1 yearTotal return[…]

+18.6%3 years · per year$10,000 became $16,669 · […][…]

+10.2%5 years · per year$10,000 became $16,243 · […][…]

0.04%Expense ratio$4 · $79 a year on $10k · lower is better0.79%

1.50%Trailing 12-mo yield$150 · $0 a year on $10k0.00%

−7.9%Worst dropSmaller is better[…]

10.8%VolatilityLower is calmer[…]

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

2–0VIG 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 SSCP: Top 5 Holdings

Today

VIG

22.1%in top 5

SSCP

in top 536.5%

VIGStockSSCP

not top 5QNST8.2%

not top 5VIA7.8%

not top 5GCT7.4%

not top 5MAX7.0%

not top 5PAYS6.0%

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

Held in common0.0%

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

VIG vs SSCP Returns, Every Period

VanguardVIG

+14.3%

past year

SSCPSmart

[…]

past year

Returns […]

VIGSSCPFaded: behind in that period

0–0Level

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

Income vs Stocks: VIG vs IJR

YTD

VanguardVIG

+12.1%

IJRiShares

+15.5%

+12.1%Year to date+15.5%

−7.9%Worst drop · 1Y−9.7%

10.8%Volatility · 1Y16.2%

1.5%Yield1.2%

$109BAssets$104B

3–1VIG wins

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

Cost, Income and Risk

Fees: VIG, SSCP, IJR

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

IJR0.06%$6

SSCP0.79%$79

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

Yields: VIG, SSCP, IJR

1.50%highest, VIG

FundTrailing yieldYield$10k

VIG1.50%$150

IJR1.24%$124

SSCP0.00%$0

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

IJR$124 − $6 = $118

SSCP$0 − $79 = −$79

KeptFee

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

Overlap: VIG, SSCP, IJR

Today

0.7%most shared, VIG and IJR

VIGSSCPIJR

VIG—0.0%0.7%

SSCP0.0%—0.4%

IJR0.7%0.4%—

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

Return vs Bumpiness: 3 ETFs

+17.6%IJR, at 16.2% volatility

VIGWorst drop−7.9%10.8% vol

IJRWorst drop−9.7%16.2% vol

SSCPWorst drop[…][…]

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

Paid More vs Made More

YTD

VIGIJR

+12.1%Year to date+15.5%

1.5%Yield1.2%

+14.3%Past year+17.6%

0.04%Fee0.06%

2–2level

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