Compare · 3 funds side by side · dividends reinvested

VIG, SVAL and IJH

VIGVanguard×SVALiShares×IJHiShares×
$7.5k$10k$12.5k$15k$17.5kLow $8,396 · 2022VIG$16,243SVAL$14,844IJH$13,830Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,243VIG · best of the three
02 / 04

VIG, SVAL 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%$109B1.5
iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.25%+22.4%+27.6%+20.1%+8.2%−9.0%15.4%$158M1.8
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%$121B2.8
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 · SVAL 2020 · IJH 2000
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Head to Head

5Y
Vanguard Dividend Appreciation ETF · $109B$16,243
VIG
SVAL
iShares US Small Cap Value Factor ETF · $158M$14,844

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

VIGMeasureSVAL
+12.1%Year to dateJan 1 → Nov 6+22.4%
+14.3%1 yearTotal return+27.6%
+18.6%3 years · per year$10,000 became $16,669 · $17,331+20.1%
+10.2%5 years · per year$10,000 became $16,243 · $14,844+8.2%
0.04%Expense ratio$4 · $20 a year on $10k · lower is better0.20%
1.50%Trailing 12-mo yield$150 · $225 a year on $10k2.25%
−7.9%Worst dropSmaller is better−9.0%
10.8%VolatilityLower is calmer15.4%
VIGSVAL Winner of the row, in its colourEach row: the bigger of the two fills its side
4–4Level
End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
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More Ways to See the Pairs

VIG vs SVAL: Top 5 Holdings

Today
VIG
22.1%in top 5
SVAL
in top 54.2%
VIGStockSVAL
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 5AMN0.9%
not top 5CBRL0.9%
not top 5MGNI0.9%
not top 5NSIT0.8%
not top 5FIVN0.8%
Held in common0.2%
End-of-day Nov 6, 2026 · share of each fund
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VIG vs SVAL Returns, Every Period

5Y
VanguardVIG
+10.2%
5 years, per year
SVALiShares
+8.2%
5 years, per year
0%+10%+20%+30%+12.1%+22.4%YTD+14.3%+27.6%1 year+18.6%+20.1%3 yrs · yr+10.2%+8.2%5 yrs · yr
VIGSVALFaded: behind in that period
1–3SVAL wins
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

Income vs Stocks: VIG vs SVAL

YTD
VanguardVIG
+12.1%
SVALiShares
+22.4%
Jan 1Nov 6+12.1%+22.4%
+12.1%Year to date+22.4%
−7.9%Worst drop · 1Y−9.0%
10.8%Volatility · 1Y15.4%
1.5%Yield2.2%
$109BAssets$158M
2–2level
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: VIG, SVAL, IJH

Today
0.04%lowest, VIG
FundExpense ratioFee$10k
VIG0.04%$4
IJH0.05%$5
SVAL0.20%$20
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: VIG, SVAL, IJH

1Y
2.25%highest, SVAL
FundTrailing yieldYield$10k
SVAL2.25%$225
VIG1.50%$150
IJH1.25%$125
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$205most kept, SVAL
SVAL$225 − $20 = $205
VIG$150 − $4 = $146
IJH$125 − $5 = $120
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: VIG, SVAL, IJH

Today
2.9%most shared, VIG and IJH
VIGSVALIJH
VIG—0.2%2.9%
SVAL0.2%—2.1%
IJH2.9%2.1%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+27.6%SVAL, at 15.4% volatility
0%+10%+20%+30%+40%5%10%15%20%Volatility · 1 year → bumpierSVAL +27.6%VIG +14.3%IJH +12.9%
VIGWorst drop−7.9%10.8% vol
SVALWorst drop−9.0%15.4% vol
IJHWorst drop−8.8%15.5% vol
End-of-day Nov 6, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
SVALVIG
Jan 1Nov 6+22.4%+12.1%
+22.4%Year to date+12.1%
2.2%Yield1.5%
+27.6%Past year+14.3%
0.20%Fee0.04%
3–1SVAL wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

DGRO vs VIG

YTD
iSharesDGRO
+16.6%
VIGVanguard
+12.1%
Jan 1Nov 6+16.6%+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
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+5.3%
+3.2%Year to date+5.3%
12.8%Yield8.1%
$40.7BAssets$45.2B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com