Compare · 3 funds side by side · dividends reinvested

VIG, SVAL and VTV

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,803VTV · 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 VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+21.0%+24.8%+20.7%+12.2%−6.4%10.8%$184B1.4

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.20%+24.9%+31.4%+18.6%+8.1%−9.0%15.5%$161M2.3

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+15.1%+17.8%+18.6%+10.6%−7.9%11.0%$109B2.4

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

End-of-day Nov 10, 2026 · returns include dividends · since: VIG 2006 · SVAL 2020 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Dividend Appreciation ETF · $109B$16,583

VIG

SVAL

iShares US Small Cap Value Factor ETF · $161M$14,792

$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 54.1%

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, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VIG0.04%$4

SVAL0.20%$20

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

Yields: VIG, SVAL, VTV

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.8%

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+15.1%

SVAL

+15.1%Year to dateJan 1 → Nov 10+24.9%

+17.8%1 yearTotal return+31.4%

+18.6%3 years · per year$10,000 became $16,696 · $16,673+18.6%

+10.6%5 years · per year$10,000 became $16,583 · $14,792+8.1%

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

1.46%Trailing 12-mo yield$146 · $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

4–3VIG wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5MGNI0.9%

not top 5NSIT0.9%

not top 5CBRL0.8%

not top 5OSPN0.8%

not top 5PGNY0.8%

Held in common0.2%

End-of-day Nov 10, 2026 · share of each fund

VIG vs SVAL Returns, Every Period

5Y

VanguardVIG

+10.6%

5 years, per year

SVALiShares

+8.1%

5 years, per year

VIGSVALFaded: behind in that period

1–2SVAL wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Income vs Stocks: VIG vs SVAL

YTD

VanguardVIG

+15.1%

SVALiShares

+24.9%

+15.1%Year to date+24.9%

−7.9%Worst drop · 1Y−9.0%

11.0%Volatility · 1Y15.5%

1.5%Yield2.2%

$109BAssets$161M

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

2.20%highest, SVAL

FundTrailing yieldYield$10k

SVAL2.20%$220

VTV1.83%$183

VIG1.46%$146

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$200most kept, SVAL

SVAL$220 − $20 = $200

VTV$183 − $3 = $180

VIG$146 − $4 = $142

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: VIG, SVAL, VTV

Today

51.5%most shared, VIG and VTV

VIGSVALVTV

VIG—0.2%51.5%

SVAL0.2%—0.0%

VTV51.5%0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+31.4%SVAL, at 15.5% volatility

VTVWorst drop−6.4%10.8% vol

VIGWorst drop−7.9%11.0% vol

SVALWorst drop−9.0%15.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SVALVTV

+24.9%Year to date+21.0%

2.2%Yield1.8%

+31.4%Past year+24.8%

0.20%Fee0.03%

3–1SVAL wins

End-of-day Nov 10, 2026

+21.0%Year to date+18.8%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 10, 2026

+19.1%Year to date+15.1%

1.8%Yield1.5%

$45.7BAssets$109B

2–0DGRO wins

End-of-day Nov 10, 2026

Loading…

VIG, SVAL and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three