VIG vs IJS

AVIG

BIJS

Measures won6–0VIG wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG · IJS $13,664

Lowest cost0.04%VIG · $4 on $10k

Most income1.44%VIG · $144 on $10k

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

Held in common0.6%VIG and IJS

VIG

IJS

Vanguard Dividend Appreciation ETF · $109BiShares S&P Small-Cap 600 Value ETF · $7.8B

+20.6%3 years · per year$17,533 · $17,153+19.7%

+11.2%5 years · per year$17,005 · $14,359+7.5%

0.04%Expense ratio$4 · $18 on $10k · lower wins0.18%

1.44%12-mo yield$144 · $137 on $10k1.37%

−7.9%Worst dropSmaller wins−9.3%

10.2%VolatilityLower wins15.9%

6–0VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsVIG · IJS

0.0%MATX0.7%

0.0%POOL0.8%

0.0%MKTX0.3%

0.0%MTRN0.2%

Held in common0.6%

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	AVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk		0.18%	1.37%	+1.7%	+20.2%	+24.4%	+19.7%	+7.5%	−9.3%	$7.8B

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	AVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk		0.18%	1.37%	+1.7%	+20.2%	+24.4%	+19.7%	+7.5%	−9.3%	$7.8B

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

VIG vs IJS

VIG

Vanguard Dividend Appreciation

$17,005

IJS

iShares S&P Small-Cap 600 Value

$14,359

MeasureVIGIJS

Fee0.04%0.18%

Cost on $10k a year$4$18

Yield1.44%1.37%

5 years, per year+11.2%+7.5%

3 years, per year+20.6%+19.7%

Worst drop · 1Y−7.9%−9.3%

Volatility · 1Y10.2%15.9%

5–0measures won
VIG first

0.6%

holdings shared

Nov 5, 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 5, 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 5, 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 5, 2026

Overlap: VIG, IJS

Today

0.6%most shared, VIG and IJS

VIGIJS

VIG—0.6%

IJS0.6%—

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

IJS$137 − $18 = $119

KeptFee

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