Compare · 2 funds side by side · dividends reinvested

XJR and VIG

XJRiShares×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two

02 / 04

XJR and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.3

iShares ESG Select Screened S&P Small-Cap ETFUS Stock Styles · Small cap0.12%0.92%+19.9%+22.6%+19.4%+6.7%−10.2%16.5%$218M1.8

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: XJR 2020 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares ESG Select Screened S&P Small-Cap ETF · $218M$13,844

XJR

VIG

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

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

XJRMeasureVIG

+19.9%Year to dateJan 1 → Nov 4+16.4%

+22.6%1 yearTotal return+18.9%

+19.4%3 years · per year$10,000 became $17,021 · $17,533+20.6%

+6.7%5 years · per year$10,000 became $13,844 · $17,005+11.2%

0.12%Expense ratio$12 · $4 a year on $10k · lower is better0.04%

0.92%Trailing 12-mo yield$92 · $144 a year on $10k1.44%

−10.2%Worst dropSmaller is better−7.9%

16.5%VolatilityLower is calmer10.2%

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

2–6VIG wins

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

More Ways to See the Pairs

XJR vs VIG: Top 5 Holdings

Today

XJR

3.1%in top 5

VIG

in top 522.1%

XJRStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

0.7%VSATnot top 5

0.7%PAYCnot top 5

0.6%RHPnot top 5

0.6%PTGXnot top 5

0.6%MTCHnot top 5

Held in common0.6%

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

XJR vs VIG Returns, Every Period

iSharesXJR

+6.7%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

XJRVIGFaded: behind in that period

2–2Level

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

Stocks vs Income: XJR vs VIG

YTD

iSharesXJR

+19.9%

VIGVanguard

+16.4%

+19.9%Year to date+16.4%

−10.2%Worst drop · 1Y−7.9%

16.5%Volatility · 1Y10.2%

0.9%Yield1.4%

$218MAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: XJR, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

XJR0.12%$12

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

Yields: XJR, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

XJR0.92%$92

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

XJR$92 − $12 = $80

KeptFee

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

Overlap: XJR, VIG

Today

0.6%most shared, XJR and VIG

XJRVIG

XJR—0.6%

VIG0.6%—

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

Return vs Bumpiness: 2 ETFs

+22.6%XJR, at 16.5% volatility

VIGWorst drop−7.9%10.2% vol

XJRWorst drop−10.2%16.5% vol

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

Paid More vs Made More

YTD

VIGXJR

+16.4%Year to date+19.9%

1.4%Yield0.9%

+18.9%Past year+22.6%

0.04%Fee0.12%

2–2level

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%

$123BAssets$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%

$46.1BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026