IWM vs VIG

AIWM

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · IWM $13,509

Lowest cost0.04%VIG · $4 on $10k

Most income1.44%VIG · $144 on $10k

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

Held in common1.0%IWM and VIG

IWM

VIG

iShares Russell 2000 ETF · $77.4BVanguard Dividend Appreciation ETF · $109B

+21.6%3 years · per year$18,002 · $17,533+20.6%

+6.2%5 years · per year$13,509 · $17,005+11.2%

0.19%Expense ratio$19 · $4 on $10k · lower wins0.04%

0.96%12-mo yield$96 · $144 on $10k1.44%

−11.1%Worst dropSmaller wins−7.9%

18.2%VolatilityLower wins10.2%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWM · VIG

0.3%UMBF0.0%

0.2%MATX0.0%

0.2%NPO0.0%

0.2%GATX0.0%

Held in common1.0%

End-of-day Nov 4, 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%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	AIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$77.4B

End-of-day Nov 4, 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%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	AIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$77.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IWM vs VIG

IWM

iShares Russell 2000

$13,509

VIG

Vanguard Dividend Appreciation

$17,005

MeasureIWMVIG

Fee0.19%0.04%

Cost on $10k a year$19$4

Yield0.96%1.44%

5 years, per year+6.2%+11.2%

3 years, per year+21.6%+20.6%

Worst drop · 1Y−11.1%−7.9%

Volatility · 1Y18.2%10.2%

5–1measures won
VIG first

1.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

Overlap: IWM, VIG

Today

1.0%most shared, IWM and VIG

IWMVIG

IWM—1.0%

VIG1.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

IWM$96 − $19 = $77

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee