IWL vs VIG

AIWL

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$17,886IWL · VIG $16,638

Lowest cost0.04%VIG · $4 on $10k

Most income1.46%VIG · $146 on $10k

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

Held in common43.1%IWL and VIG

IWL

VIG

iShares Russell Top 200 ETF · $2.1BVanguard Dividend Appreciation ETF · $109B

+22.4%3 years · per year$18,356 · $16,775+18.8%

+12.3%5 years · per year$17,886 · $16,638+10.7%

0.15%Expense ratio$15 · $4 on $10k · lower wins0.04%

0.86%12-mo yield$86 · $146 on $10k1.46%

−9.8%Worst dropSmaller wins−7.9%

14.3%VolatilityLower wins11.0%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWL · VIG

7.2%MSFT4.9%

9.1%AAPL4.9%

2.5%AVGO4.3%

2.0%LLY4.1%

Held in common43.1%

End-of-day Nov 9, 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	AIWL	iShares Russell Top 200 ETFRead Desk		0.15%	0.86%	+2.4%	+9.9%	+12.1%	+22.4%	+12.3%	−9.8%	$2.1B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIWL	iShares Russell Top 200 ETFRead Desk		0.15%	0.86%	+2.4%	+9.9%	+12.1%	+22.4%	+12.3%	−9.8%	$2.1B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IWL vs VIG

IWL

iShares Russell Top 200

$17,886

VIG

Vanguard Dividend Appreciation

$16,638

MeasureIWLVIG

Fee0.15%0.04%

Cost on $10k a year$15$4

Yield0.86%1.46%

5 years, per year+12.3%+10.7%

3 years, per year+22.4%+18.8%

Worst drop · 1Y−9.8%−7.9%

Volatility · 1Y14.3%11.0%

4–2measures won
VIG first

43.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IWL, VIG

Today

43.1%most shared, IWL and VIG

IWLVIG

IWL—43.1%

VIG43.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

IWL$86 − $15 = $71

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee