IWN vs VIG

AIWN

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · IWN $14,665

Lowest cost0.04%VIG · $4 on $10k

Most income1.49%IWN · $149 on $10k

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

Held in common0.8%IWN and VIG

IWN

VIG

iShares Russell 2000 Value ETF · $14.3BVanguard Dividend Appreciation ETF · $109B

+22.1%3 years · per year$18,224 · $17,533+20.6%

+8.0%5 years · per year$14,665 · $17,005+11.2%

0.24%Expense ratio$24 · $4 on $10k · lower wins0.04%

1.49%12-mo yield$149 · $144 on $10k1.44%

−8.5%Worst dropSmaller wins−7.9%

15.6%VolatilityLower wins10.2%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWN · VIG

0.6%UMBF0.0%

0.5%MATX0.0%

0.0%NPO0.0%

0.4%GATX0.0%

Held in common0.8%

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	AIWN	iShares Russell 2000 Value ETFRead Desk		0.24%	1.49%	+1.7%	+21.9%	+25.4%	+22.1%	+8.0%	−8.5%	$14.3B

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	AIWN	iShares Russell 2000 Value ETFRead Desk		0.24%	1.49%	+1.7%	+21.9%	+25.4%	+22.1%	+8.0%	−8.5%	$14.3B

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

IWN vs VIG

IWN

iShares Russell 2000 Value

$14,665

VIG

Vanguard Dividend Appreciation

$17,005

MeasureIWNVIG

Fee0.24%0.04%

Cost on $10k a year$24$4

Yield1.49%1.44%

5 years, per year+8.0%+11.2%

3 years, per year+22.1%+20.6%

Worst drop · 1Y−8.5%−7.9%

Volatility · 1Y15.6%10.2%

4–2measures won
VIG first

0.8%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: IWN, VIG

Today

0.8%most shared, IWN and VIG

IWNVIG

IWN—0.8%

VIG0.8%—

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

IWN$149 − $24 = $125

KeptFee

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