IWS vs VIG

AIWS

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG · IWS $15,312

Lowest cost0.04%VIG · $4 on $10k

Most income1.49%VIG · $149 on $10k

Smallest drop−7.5%IWS · worst fall in 1Y

Held in common11.8%IWS and VIG

IWS

VIG

iShares Russell Mid-Cap Value ETF · $14.9BVanguard Dividend Appreciation ETF · $109B

+21.2%3 years · per year$17,821 · $16,814+18.9%

+8.9%5 years · per year$15,312 · $16,331+10.3%

0.23%Expense ratio$23 · $4 on $10k · lower wins0.04%

1.31%12-mo yield$131 · $149 on $10k1.49%

−7.5%Worst dropSmaller wins−7.9%

13.4%VolatilityLower wins10.8%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWS · VIG

0.9%PSX0.5%

0.7%ALL0.2%

0.6%NUE0.2%

0.3%CAH0.2%

Held in common11.8%

End-of-day Nov 5, 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%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	AIWS	iShares Russell Mid-Cap Value ETFRead Desk		0.23%	1.31%	−2.8%	+20.8%	+24.9%	+21.2%	+8.9%	−7.5%	$14.9B

End-of-day Nov 5, 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%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	AIWS	iShares Russell Mid-Cap Value ETFRead Desk		0.23%	1.31%	−2.8%	+20.8%	+24.9%	+21.2%	+8.9%	−7.5%	$14.9B

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

Cards for this view

IWS vs VIG

IWS

iShares Russell Mid-Cap Value

$15,312

VIG

Vanguard Dividend Appreciation

$16,331

MeasureIWSVIG

Fee0.23%0.04%

Cost on $10k a year$23$4

Yield1.31%1.49%

5 years, per year+8.9%+10.3%

3 years, per year+21.2%+18.9%

Worst drop · 1Y−7.5%−7.9%

Volatility · 1Y13.4%10.8%

4–2measures won
VIG first

11.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IWS, VIG

Today

11.8%most shared, IWS and VIG

IWSVIG

IWS—11.8%

VIG11.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

IWS$131 − $23 = $108

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee