Compare · 3 funds side by side · dividends reinvested

VIG, SVAL and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,596VIG · 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 IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+16.9%+18.9%+10.7%−7.9%11.0%$109B1.6

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.20%+25.0%+29.4%+19.6%+7.8%−9.0%15.5%$163M1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B2.6

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

End-of-day Nov 12, 2026 · returns include dividends · since: VIG 2006 · SVAL 2020 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares US Small Cap Value Factor ETF · $163M$14,574

SVAL

VIG

Vanguard Dividend Appreciation ETF · $109B$16,596

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

SVALMeasure

More Ways to See the Pairs

SVAL vs VIG: Top 5 Holdings

Today

SVAL

4.2%in top 5

VIG

in top 522.1%

SVALStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Cost, Income and Risk

Fees: VIG, SVAL, IWF

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

IWF0.18%$18

SVAL0.20%$20

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: VIG, SVAL, IWF

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

DGRO vs VIG

YTD

iSharesDGRO

+19.6%

VIGVanguard

+16.0%

VIG

+25.0%Year to dateJan 1 → Nov 12+16.0%

+29.4%1 yearTotal return+16.9%

+19.6%3 years · per year$10,000 became $17,116 · $16,806+18.9%

+7.8%5 years · per year$10,000 became $14,574 · $16,596+10.7%

0.20%Expense ratio$20 · $4 a year on $10k · lower is better0.04%

2.20%Trailing 12-mo yield$220 · $145 a year on $10k1.45%

−9.0%Worst dropSmaller is better−7.9%

15.5%VolatilityLower is calmer11.0%

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

4–4Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.9%NSITnot top 5

0.9%MGNInot top 5

0.8%CBRLnot top 5

0.8%IBEXnot top 5

0.8%AZTAnot top 5

Held in common0.2%

End-of-day Nov 12, 2026 · share of each fund

SVAL vs VIG Returns, Every Period

5Y

iSharesSVAL

+7.8%

5 years, per year

VIGVanguard

+10.7%

5 years, per year

SVALVIGFaded: behind in that period

3–1SVAL wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Stocks vs Income: SVAL vs VIG

YTD

iSharesSVAL

+25.0%

VIGVanguard

+16.0%

+25.0%Year to date+16.0%

−9.0%Worst drop · 1Y−7.9%

15.5%Volatility · 1Y11.0%

2.2%Yield1.4%

$163MAssets$109B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

2.20%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.20%$220

VIG1.45%$145

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$200most kept, SVAL

SVAL$220 − $20 = $200

VIG$145 − $4 = $141

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: VIG, SVAL, IWF

Today

32.8%most shared, VIG and IWF

VIGSVALIWF

VIG—0.2%32.8%

SVAL0.2%—0.0%

IWF32.8%0.0%—

End-of-day Nov 12, 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

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SVALVIG

+25.0%Year to date+16.0%

2.2%Yield1.4%

+29.4%Past year+16.9%

0.20%Fee0.04%

3–1SVAL wins

End-of-day Nov 12, 2026

+4.9%Year to date+5.6%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.9B

1–1level

End-of-day Nov 12, 2026

+19.6%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 12, 2026

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VIG, SVAL and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three