Today
VOO+0.3%IVV+0.3%SPY+0.3%VTI+0.4%QQQ+1.4%VUG+0.9%VEA−0.4%IEFA−0.8%VTV−0.4%SPYM+0.3%VXUS+0.1%BND−0.1%VGT+1.4%IEMG+2.1%AGG−0.1%GLD−0.8%VWO+1.9%IJH+0.6%SCHD−0.7%SGOV+0.0%XLK+1.5%IWF+1.3%VIG−0.4%QQQM+1.3%RSP−0.4%IJR+0.1%VO−0.1%ITOT+0.4%DFAC+0.2%IWD−0.4%
End-of-day · FMP
The ETF TrackerBY WOLF
Portfolio

Compare · 4 funds side by side · dividends reinvested

VIG, SVAL, IWF and SCHD

VIGVanguard×SVALiShares×IWFiShares×SCHDSchwab×
Versus in desk
$5k$7.5k$10k$12.5k$15k$17.5kLow $8,959 · 2022SCHD$16,267VIG$16,243IWF$15,441SVAL$14,844Oct 2021Nov 2026Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,267SCHD · best of the four
02 / 04

VIG, SVAL, IWF and SCHD, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.4
Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.4
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%$159M2.6
iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B3.6
Rank among the four1st → 4thFee, 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 · IWF 2000 · SCHD 2011
@TheETFTracker·theetftracker.com

Head to Head

Swap sidesVersus in desk

Head to Head

5Y
Vanguard Dividend Appreciation ETF · $109B$16,243
VIG
SVAL
iShares US Small Cap Value Factor ETF · $159M$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
@TheETFTracker·theetftracker.com

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
@TheETFTracker·theetftracker.com

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

VIG vs SCHD

YTD
VanguardVIG
+12.1%
SCHDSchwab
+31.4%
Jan 1Nov 6+12.1%+31.4%
+12.1%Year to date+31.4%
−7.9%Worst drop · 1Y−6.9%
10.8%Volatility · 1Y11.7%
1.5%Yield3.0%
$109BAssets$120B
3–1SCHD wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: VIG, SVAL, IWF, SCHD

Today
0.04%lowest, VIG
FundExpense ratioFee$10k
VIG0.04%$4
SCHD0.06%$6
IWF0.18%$18
SVAL0.20%$20
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: VIG, SVAL, IWF, SCHD

1Y
3.00%highest, SCHD
FundTrailing yieldYield$10k
SCHD3.00%$300
SVAL2.25%$225
VIG1.50%$150
IWF0.39%$39
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$294most kept, SCHD
SCHD$300 − $6 = $294
SVAL$225 − $20 = $205
VIG$150 − $4 = $146
IWF$39 − $18 = $21
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: VIG, SVAL, IWF, SCHD

Today
32.8%most shared, VIG and IWF
VIGSVALIWFSCHD
VIG—0.2%32.8%14.5%
SVAL0.2%—0.0%0.4%
IWF32.8%0.0%—3.7%
SCHD14.5%0.4%3.7%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 4 ETFs

1Y
+37.0%SCHD, at 11.7% volatility
−20%0%+20%+40%+60%5%10%15%20%25%Volatility · 1 year → bumpierSCHD +37.0%SVAL +27.6%VIG +14.3%IWF −6.5%
VIGWorst drop−7.9%10.8% vol
SCHDWorst drop−6.9%11.7% vol
SVALWorst drop−9.0%15.4% vol
IWFWorst drop−14.6%19.4% vol
End-of-day Nov 6, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
SCHDSVAL
Jan 1Nov 6+31.4%+22.4%
+31.4%Year to date+22.4%
3.0%Yield2.2%
+37.0%Past year+27.6%
0.06%Fee0.20%
4–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Four

VUG vs SCHG

YTD
VanguardVUG
+1.4%
SCHGSchwab
+1.9%
Jan 1Nov 6+1.4%+1.9%
+1.4%Year to date+1.9%
0.03% · $3Fee · on $10k a year0.04% · $4
$233BAssets$59.1B
1–1level
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%
$44.9BAssets$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%
$42.6BAssets$46.8B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com
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