IYY vs VIG

AIYY

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,435IYY · VIG $16,331

Lowest cost0.04%VIG · $4 on $10k

Most income1.49%VIG · $149 on $10k

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

Held in common41.4%IYY and VIG

IYY

VIG

iShares Dow Jones U.S. ETF · $3.0BVanguard Dividend Appreciation ETF · $109B

+21.8%3 years · per year$18,070 · $16,814+18.9%

+10.4%5 years · per year$16,435 · $16,331+10.3%

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

0.91%12-mo yield$91 · $149 on $10k1.49%

−8.9%Worst dropSmaller wins−7.9%

13.7%VolatilityLower wins10.8%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsIYY · VIG

5.8%MSFT4.9%

7.2%AAPL4.9%

2.2%AVGO4.3%

1.6%LLY4.1%

Held in common41.4%

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	AIYY	iShares Dow Jones U.S. ETFRead Desk		0.20%	0.91%	−4.3%	+8.2%	+9.5%	+21.8%	+10.4%	−8.9%	$3.0B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

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	AIYY	iShares Dow Jones U.S. ETFRead Desk		0.20%	0.91%	−4.3%	+8.2%	+9.5%	+21.8%	+10.4%	−8.9%	$3.0B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

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

IYY vs VIG

IYY

iShares Dow Jones U.S.

$16,435

VIG

Vanguard Dividend Appreciation

$16,331

MeasureIYYVIG

Fee0.20%0.04%

Cost on $10k a year$20$4

Yield0.91%1.49%

5 years, per year+10.4%+10.3%

3 years, per year+21.8%+18.9%

Worst drop · 1Y−8.9%−7.9%

Volatility · 1Y13.7%10.8%

4–2measures won
VIG first

41.4%

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: IYY, VIG

Today

41.4%most shared, IYY and VIG

IYYVIG

IYY—41.4%

VIG41.4%—

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

IYY$91 − $20 = $71

KeptFee

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