IUSG vs VIG

AIUSG

BVIG

Measures won2–3VIG wins · of 6 · 5Y

$10,000 · 5Y$16,500IUSG · VIG $16,243

Lowest cost0.04%IUSG · $4 on $10k

Most income1.50%VIG · $150 on $10k

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

Held in common31.2%IUSG and VIG

IUSG

VIG

iShares Core S&P U.S. Growth ETF · $31.1BVanguard Dividend Appreciation ETF · $109B

+24.5%3 years · per year$19,299 · $16,669+18.6%

+10.5%5 years · per year$16,501 · $16,243+10.2%

0.04%Expense ratio$4 · $4 on $10k · lower wins0.04%

0.52%12-mo yield$52 · $150 on $10k1.50%

−13.0%Worst dropSmaller wins−7.9%

19.1%VolatilityLower wins10.8%

2–3VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsIUSG · VIG

11.4%MSFT4.9%

7.2%AAPL4.9%

4.0%AVGO4.3%

3.1%LLY4.1%

Held in common31.2%

End-of-day Nov 6, 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	AIUSG	iShares Core S&P U.S. Growth ETFRead Desk		0.04%	0.52%	+1.0%	+5.8%	+5.8%	+24.5%	+10.5%	−13.0%	$31.1B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIUSG	iShares Core S&P U.S. Growth ETFRead Desk		0.04%	0.52%	+1.0%	+5.8%	+5.8%	+24.5%	+10.5%	−13.0%	$31.1B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IUSG vs VIG

IUSG

iShares Core S&P U.S. Growth

$16,500

VIG

Vanguard Dividend Appreciation

$16,243

MeasureIUSGVIG

Fee0.04%0.04%

Cost on $10k a year$4$4

Yield0.52%1.50%

5 years, per year+10.5%+10.2%

3 years, per year+24.5%+18.6%

Worst drop · 1Y−13.0%−7.9%

Volatility · 1Y19.1%10.8%

3–2measures won
VIG first

31.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: IUSG, VIG

Today

31.2%most shared, IUSG and VIG

IUSGVIG

IUSG—31.2%

VIG31.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

IUSG$52 − $4 = $48

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee