IWD vs VIG

AIWD

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,178IWD · VIG $16,495

Lowest cost0.04%VIG · $4 on $10k

Most income1.47%VIG · $147 on $10k

Smallest drop−6.8%IWD · worst fall in 1Y

Held in common48.4%IWD and VIG

IWD

VIG

iShares Russell 1000 Value ETF · $83.2BVanguard Dividend Appreciation ETF · $109B

+23.8%3 years · per year$18,980 · $17,369+20.2%

+11.4%5 years · per year$17,178 · $16,495+10.5%

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

1.37%12-mo yield$137 · $147 on $10k1.47%

−6.8%Worst dropSmaller wins−7.9%

11.0%VolatilityLower wins10.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIWD · VIG

5.1%MSFT4.9%

6.0%AAPL4.9%

2.4%JPM3.9%

2.0%XOM3.0%

Held in common48.4%

End-of-day Nov 3, 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	AIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.37%	−0.3%	+24.2%	+28.4%	+23.8%	+11.4%	−6.8%	$83.2B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B

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

Both

5Y2 funds

#			Trend
1	AIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.37%	−0.3%	+24.2%	+28.4%	+23.8%	+11.4%	−6.8%	$83.2B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B

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

Cards for this view

IWD vs VIG

IWD

iShares Russell 1000 Value

$17,178

VIG

Vanguard Dividend Appreciation

$16,495

MeasureIWDVIG

Fee0.18%0.04%

Cost on $10k a year$18$4

Yield1.37%1.47%

5 years, per year+11.4%+10.5%

3 years, per year+23.8%+20.2%

Worst drop · 1Y−6.8%−7.9%

Volatility · 1Y11.0%10.0%

3–3measures won
level

48.4%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

Overlap: IWD, VIG

Today

48.4%most shared, IWD and VIG

IWDVIG

IWD—48.4%

VIG48.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$143most kept, VIG

VIG$147 − $4 = $143

IWD$137 − $18 = $119

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee