IVW vs VIG

AIVW

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,551IVW · VIG $16,331

Lowest cost0.04%VIG · $4 on $10k

Most income1.49%VIG · $149 on $10k

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

Held in common31.4%IVW and VIG

IVW

VIG

iShares S&P 500 Growth ETF · $74.4BVanguard Dividend Appreciation ETF · $109B

+25.0%3 years · per year$19,517 · $16,814+18.9%

+10.6%5 years · per year$16,551 · $16,331+10.3%

0.18%Expense ratio$18 · $4 on $10k · lower wins0.04%

0.38%12-mo yield$38 · $149 on $10k1.49%

−13.4%Worst dropSmaller wins−7.9%

19.3%VolatilityLower wins10.8%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVW · VIG

11.7%MSFT4.9%

7.2%AAPL4.9%

4.4%AVGO4.3%

3.2%LLY4.1%

Held in common31.4%

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	AIVW	iShares S&P 500 Growth ETFRead Desk		0.18%	0.38%	−5.7%	+4.5%	+4.7%	+25.0%	+10.6%	−13.4%	$74.4B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

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	AIVW	iShares S&P 500 Growth ETFRead Desk		0.18%	0.38%	−5.7%	+4.5%	+4.7%	+25.0%	+10.6%	−13.4%	$74.4B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

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

IVW vs VIG

IVW

iShares S&P 500 Growth

$16,551

VIG

Vanguard Dividend Appreciation

$16,331

MeasureIVWVIG

Fee0.18%0.04%

Cost on $10k a year$18$4

Yield0.38%1.49%

5 years, per year+10.6%+10.3%

3 years, per year+25.0%+18.9%

Worst drop · 1Y−13.4%−7.9%

Volatility · 1Y19.3%10.8%

4–2measures won
VIG first

31.4%

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: IVW, VIG

Today

31.4%most shared, IVW and VIG

IVWVIG

IVW—31.4%

VIG31.4%—

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

IVW$38 − $18 = $20

KeptFee

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