IWC vs VIG

AIWC

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG · IWC $12,204

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 common0.1%IWC and VIG

IWC

VIG

iShares Micro-Cap ETF · $1.2BVanguard Dividend Appreciation ETF · $109B

+23.5%3 years · per year$18,846 · $16,814+18.9%

+4.1%5 years · per year$12,204 · $16,331+10.3%

0.60%Expense ratio$60 · $4 on $10k · lower wins0.04%

1.15%12-mo yield$115 · $149 on $10k1.49%

−15.4%Worst dropSmaller wins−7.9%

23.7%VolatilityLower wins10.8%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWC · VIG

0.4%BFC0.0%

0.3%FMBH0.0%

0.3%MBWM0.0%

0.2%ODC0.0%

Held in common0.1%

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	AIWC	iShares Micro-Cap ETFRead Desk		0.60%	1.15%	−5.7%	+8.2%	+13.6%	+23.5%	+4.1%	−15.4%	$1.2B

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	AIWC	iShares Micro-Cap ETFRead Desk		0.60%	1.15%	−5.7%	+8.2%	+13.6%	+23.5%	+4.1%	−15.4%	$1.2B

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

IWC vs VIG

IWC

iShares Micro-Cap

$12,204

VIG

Vanguard Dividend Appreciation

$16,331

MeasureIWCVIG

Fee0.60%0.04%

Cost on $10k a year$60$4

Yield1.15%1.49%

5 years, per year+4.1%+10.3%

3 years, per year+23.5%+18.9%

Worst drop · 1Y−15.4%−7.9%

Volatility · 1Y23.7%10.8%

5–1measures won
VIG first

0.1%

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%

$120BAssets$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%

$44.9BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IWC, VIG

Today

0.1%most shared, IWC and VIG

IWCVIG

IWC—0.1%

VIG0.1%—

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

IWC$115 − $60 = $55

KeptFee

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