IUSV vs VIG

AIUSV

BVIG

Measures won4–1IUSV wins · of 6 · 5Y

$10,000 · 5Y$16,974IUSV · VIG $16,243

Lowest cost0.04%IUSV · $4 on $10k

Most income1.66%IUSV · $166 on $10k

Smallest drop−6.4%IUSV · worst fall in 1Y

Held in common49.4%IUSV and VIG

IUSV

VIG

iShares Core S&P U.S. Value ETF · $28.2BVanguard Dividend Appreciation ETF · $109B

+17.8%3 years · per year$16,360 · $16,669+18.6%

+11.2%5 years · per year$16,974 · $16,243+10.2%

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

1.66%12-mo yield$166 · $150 on $10k1.50%

−6.4%Worst dropSmaller wins−7.9%

10.3%VolatilityLower wins10.8%

4–1IUSV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIUSV · VIG

7.9%AAPL4.9%

2.1%XOM3.0%

1.8%WMT2.1%

1.5%COST1.8%

Held in common49.4%

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	AIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.66%	−0.4%	+12.4%	+15.1%	+17.8%	+11.2%	−6.4%	$28.2B
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	AIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.66%	−0.4%	+12.4%	+15.1%	+17.8%	+11.2%	−6.4%	$28.2B
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

IUSV vs VIG

IUSV

iShares Core S&P U.S. Value

$16,974

VIG

Vanguard Dividend Appreciation

$16,243

MeasureIUSVVIG

Fee0.04%0.04%

Cost on $10k a year$4$4

Yield1.66%1.50%

5 years, per year+11.2%+10.2%

3 years, per year+17.8%+18.6%

Worst drop · 1Y−6.4%−7.9%

Volatility · 1Y10.3%10.8%

4–1measures won
IUSV first

49.4%

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: IUSV, VIG

Today

49.4%most shared, IUSV and VIG

IUSVVIG

IUSV—49.4%

VIG49.4%—

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

Income After Fees on $10,000

$162most kept, IUSV

IUSV$166 − $4 = $162

VIG$150 − $4 = $146

KeptFee

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