ISCV vs VIG

AISCV

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG · ISCV $14,759

Lowest cost0.04%VIG · $4 on $10k

Most income1.91%ISCV · $191 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common3.1%ISCV and VIG

ISCV

VIG

iShares Morningstar Small Cap Value ETF · $707MVanguard Dividend Appreciation ETF · $109B

+19.6%3 years · per year$17,116 · $16,814+18.9%

+8.1%5 years · per year$14,759 · $16,331+10.3%

0.06%Expense ratio$6 · $4 on $10k · lower wins0.04%

1.91%12-mo yield$191 · $149 on $10k1.49%

−9.3%Worst dropSmaller wins−7.9%

14.7%VolatilityLower wins10.8%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsISCV · VIG

0.2%IEX0.1%

0.5%RGA0.1%

0.3%MAS0.1%

0.4%RNR0.1%

Held in common3.1%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	AISCV	iShares Morningstar Small Cap Value ETFRead Desk		0.06%	1.91%	−2.9%	+15.6%	+21.9%	+19.6%	+8.1%	−9.3%	$707M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	AISCV	iShares Morningstar Small Cap Value ETFRead Desk		0.06%	1.91%	−2.9%	+15.6%	+21.9%	+19.6%	+8.1%	−9.3%	$707M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ISCV vs VIG

ISCV

iShares Morningstar Small Cap Value

$14,759

VIG

Vanguard Dividend Appreciation

$16,331

MeasureISCVVIG

Fee0.06%0.04%

Cost on $10k a year$6$4

Yield1.91%1.49%

5 years, per year+8.1%+10.3%

3 years, per year+19.6%+18.9%

Worst drop · 1Y−9.3%−7.9%

Volatility · 1Y14.7%10.8%

4–2measures won
VIG first

3.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: ISCV, VIG

Today

3.1%most shared, ISCV and VIG

ISCVVIG

ISCV—3.1%

VIG3.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$185most kept, ISCV

ISCV$191 − $6 = $185

VIG$149 − $4 = $145

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee