IWV vs VIG

AIWV

BVIG

Measures won1–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,641IWV · 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 common40.4%IWV and VIG

IWV

VIG

iShares Russell 3000 ETF · $20.4BVanguard Dividend Appreciation ETF · $109B

+21.6%3 years · per year$17,991 · $16,775+18.8%

+10.7%5 years · per year$16,641 · $16,638+10.7%

0.20%Expense ratio$20 · $4 on $10k · lower wins0.04%

0.88%12-mo yield$88 · $146 on $10k1.46%

−8.9%Worst dropSmaller wins−7.9%

13.8%VolatilityLower wins11.0%

1–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWV · VIG

5.6%MSFT4.9%

7.0%AAPL4.9%

1.9%AVGO4.3%

1.5%LLY4.1%

Held in common40.4%

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	AIWV	iShares Russell 3000 ETFRead Desk		0.20%	0.88%	+2.4%	+11.4%	+13.6%	+21.6%	+10.7%	−8.9%	$20.4B
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	AIWV	iShares Russell 3000 ETFRead Desk		0.20%	0.88%	+2.4%	+11.4%	+13.6%	+21.6%	+10.7%	−8.9%	$20.4B
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

IWV vs VIG

IWV

iShares Russell 3000

$16,641

VIG

Vanguard Dividend Appreciation

$16,638

MeasureIWVVIG

Fee0.20%0.04%

Cost on $10k a year$20$4

Yield0.88%1.46%

5 years, per year+10.7%+10.7%

3 years, per year+21.6%+18.8%

Worst drop · 1Y−8.9%−7.9%

Volatility · 1Y13.8%11.0%

4–1measures won
VIG first

40.4%

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%

$122BAssets$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%

$45.5BAssets$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: IWV, VIG

Today

40.4%most shared, IWV and VIG

IWVVIG

IWV—40.4%

VIG40.4%—

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

IWV$88 − $20 = $68

KeptFee

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