IWM vs VIG

AIWM

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common1.0%IWM and VIG

IWM

VIG

iShares Russell 2000 ETF · $76.6BVanguard Dividend Appreciation ETF · $109B

+19.6%3 years · per year$17,100 · $16,669+18.6%

+5.0%5 years · per year$12,766 · $16,243+10.2%

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

1.00%12-mo yield$100 · $150 on $10k1.50%

−11.1%Worst dropSmaller wins−7.9%

18.7%VolatilityLower wins10.8%

1–5VIG wins

$10,000 · 5 yearsAll three, one 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 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$76.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$76.6B

End-of-day Nov 6, 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

$12,766

VIG

Vanguard Dividend Appreciation

$16,243

MeasureIWMVIG

Fee0.19%0.04%

Cost on $10k a year$19$4

Yield1.00%1.50%

5 years, per year+5.0%+10.2%

3 years, per year+19.6%+18.6%

Worst drop · 1Y−11.1%−7.9%

Volatility · 1Y18.7%10.8%

5–1measures won
VIG first

1.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: IWM, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

IWMVIGSCHD

IWM—1.0%1.4%

VIG1.0%—14.5%

SCHD1.4%14.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

IWM$100 − $19 = $81

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee