Compare · 2 funds side by side · dividends reinvested

VLUE and VIG

VLUEiShares×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$21,521VLUE · best of the two

02 / 04

VLUE and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Value Factor ETFUS Stock Styles · Value0.15%1.60%+43.0%+50.6%+33.8%+16.6%−9.0%20.6%$9.4B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: VLUE 2013 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Value Factor ETF · $9.4B$21,521

VLUE

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 8.5% in common

VLUEMeasureVIG

+43.0%Year to dateJan 1 → Nov 4+16.4%

+50.6%1 yearTotal return+18.9%

+33.8%3 years · per year$10,000 became $23,930 · $17,533+20.6%

+16.6%5 years · per year$10,000 became $21,521 · $17,005+11.2%

0.15%Expense ratio$15 · $4 a year on $10k · lower is better0.04%

1.60%Trailing 12-mo yield$160 · $144 a year on $10k1.44%

−9.0%Worst dropSmaller is better−7.9%

20.6%VolatilityLower is calmer10.2%

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

5–3VLUE wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VLUE vs VIG: Top 5 Holdings

Today

VLUE

33.0%in top 5

VIG

in top 522.1%

VLUEStockVIG

19.7%MUnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

4.1%CSCOnot top 5

not top 5LLY4.1%

4.0%GMnot top 5

not top 5JPM3.9%

2.9%VZnot top 5

2.3%Tnot top 5

Held in common8.5%

End-of-day Nov 4, 2026 · share of each fund

VLUE vs VIG Returns, Every Period

iSharesVLUE

+16.6%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

VLUEVIGFaded: behind in that period

4–0VLUE wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Income: VLUE vs VIG

YTD

iSharesVLUE

+43.0%

VIGVanguard

+16.4%

+43.0%Year to date+16.4%

−9.0%Worst drop · 1Y−7.9%

20.6%Volatility · 1Y10.2%

1.6%Yield1.4%

$9.4BAssets$109B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VLUE, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

VLUE0.15%$15

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: VLUE, VIG

1.60%highest, VLUE

FundTrailing yieldYield$10k

VLUE1.60%$160

VIG1.44%$144

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$145most kept, VLUE

VLUE$160 − $15 = $145

VIG$144 − $4 = $140

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: VLUE, VIG

Today

8.5%most shared, VLUE and VIG

VLUEVIG

VLUE—8.5%

VIG8.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+50.6%VLUE, at 20.6% volatility

VIGWorst drop−7.9%10.2% vol

VLUEWorst drop−9.0%20.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VLUEVIG

+43.0%Year to date+16.4%

1.6%Yield1.4%

+50.6%Past year+18.9%

0.15%Fee0.04%

3–1VLUE wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026