Compare · 3 funds side by side · dividends reinvested

VIG, SVAL and IJH

02 / 04

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,513VIG · best of the three

Story of the three · IncomeMost incomeSVAL · 2.20% · $220 a year on $10k

Story of the three · RiskSmallest drop

VIG, SVAL and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+16.3%+18.9%+10.6%−7.9%11.0%$109B1.5

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.20%+25.1%+29.4%+20.1%+7.4%−9.0%15.5%$163M1.8

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+12.7%+14.0%+16.4%+6.5%−8.8%15.8%$124B2.8

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

End-of-day Nov 13, 2026 · returns include dividends · since: VIG 2006 · SVAL 2020 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Dividend Appreciation ETF · $109B$16,513

VIG

SVAL

iShares US Small Cap Value Factor ETF · $163M$14,289

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

VIGMeasure

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

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 13, 2026 · fee on $10,000 a year

Yields: VIG, SVAL, IJH

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SVAL

+16.0%Year to dateJan 1 → Nov 13+25.1%

+16.3%1 yearTotal return+29.4%

+18.9%3 years · per year$10,000 became $16,797 · $17,339+20.1%

+10.6%5 years · per year$10,000 became $16,513 · $14,289+7.4%

0.04%Expense ratio$4 · $20 a year on $10k · lower is better0.20%

1.45%Trailing 12-mo yield$145 · $220 a year on $10k2.20%

−7.9%Worst dropSmaller is better−9.0%

11.0%VolatilityLower is calmer15.5%

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

4–4Level

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5NSIT0.9%

not top 5MGNI0.9%

not top 5CBRL0.8%

not top 5IBEX0.8%

not top 5AZTA0.8%

Held in common0.2%

End-of-day Nov 13, 2026 · share of each fund

VIG vs SVAL Returns, Every Period

5Y

VanguardVIG

+10.6%

5 years, per year

SVALiShares

+7.4%

5 years, per year

VIGSVALFaded: behind in that period

1–3SVAL wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Income vs Stocks: VIG vs SVAL

YTD

VanguardVIG

+16.0%

SVALiShares

+25.1%

+16.0%Year to date+25.1%

−7.9%Worst drop · 1Y−9.0%

11.0%Volatility · 1Y15.5%

1.4%Yield2.2%

$109BAssets$163M

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

2.20%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.20%$220

VIG1.45%$145

IJH1.22%$122

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$200most kept, SVAL

SVAL$220 − $20 = $200

VIG$145 − $4 = $141

IJH$122 − $5 = $117

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: VIG, SVAL, IJH

Today

2.9%most shared, VIG and IJH

VIGSVALIJH

VIG—0.2%2.9%

SVAL0.2%—2.0%

IJH2.9%2.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+29.4%SVAL, at 15.5% volatility

VIGWorst drop−7.9%11.0% vol

SVALWorst drop−9.0%15.5% vol

IJHWorst drop−8.8%15.8% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SVALVIG

+25.1%Year to date+16.0%

2.2%Yield1.4%

+29.4%Past year+16.3%

0.20%Fee0.04%

3–1SVAL wins

End-of-day Nov 13, 2026

+19.9%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

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VIG, SVAL and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three