Compare · 2 funds side by side · dividends reinvested

XOEF and VIG

XOEFiShares×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,495VIG · best of the two

02 / 04

XOEF and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.47%+14.0%+15.9%+20.2%+10.5%−7.9%10.0%$109B1.4

iShares S&P 500 ex S&P 100 ETFLow-Cost Core · S&P 5000.20%1.09%+16.8%+19.3%[…][…]−7.7%12.8%$23M1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: XOEF 2025 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares S&P 500 ex S&P 100 ETF · $23M[…]

XOEF

VIG

Vanguard Dividend Appreciation ETF · $109B$16,495

$10,000 five years ago, dividends reinvested · they hold 25.0% in common

XOEFMeasureVIG

+16.8%Year to dateJan 1 → Nov 3+14.0%

+19.3%1 yearTotal return+15.9%

[…]3 years · per year$10,000 became […] · $17,369+20.2%

[…]5 years · per year$10,000 became […] · $16,495+10.5%

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

1.09%Trailing 12-mo yield$109 · $147 a year on $10k1.47%

−7.7%Worst dropSmaller is better−7.9%

12.8%VolatilityLower is calmer10.0%

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

3–3Level

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

More Ways to See the Pairs

XOEF vs VIG: Top 5 Holdings

Today

XOEF

5.9%in top 5

VIG

in top 522.1%

XOEFStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

1.5%CRWDnot top 5

1.2%KLACnot top 5

1.2%ADInot top 5

1.1%APHnot top 5

1.0%MRVLnot top 5

Held in common25.0%

End-of-day Nov 3, 2026 · share of each fund

XOEF vs VIG Returns, Every Period

iSharesXOEF

+19.3%

past year

VIGVanguard

+15.9%

past year

XOEFVIGFaded: behind in that period

2–0XOEF wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Core vs Income: XOEF vs VIG

YTD

iSharesXOEF

+16.8%

VIGVanguard

+14.0%

+16.8%Year to date+14.0%

−7.7%Worst drop · 1Y−7.9%

12.8%Volatility · 1Y10.0%

1.1%Yield1.5%

$22.8MAssets$109B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XOEF, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

XOEF0.20%$20

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: XOEF, VIG

1.47%highest, VIG

FundTrailing yieldYield$10k

VIG1.47%$147

XOEF1.09%$109

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$143most kept, VIG

VIG$147 − $4 = $143

XOEF$109 − $20 = $89

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: XOEF, VIG

Today

25.0%most shared, XOEF and VIG

XOEFVIG

XOEF—25.0%

VIG25.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.3%XOEF, at 12.8% volatility

VIGWorst drop−7.9%10.0% vol

XOEFWorst drop−7.7%12.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

VIGXOEF

+14.0%Year to date+16.8%

1.5%Yield1.1%

+15.9%Past year+19.3%

0.04%Fee0.20%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026