WSML vs VIG

AWSML

BVIG

Measures won1–3VIG wins · of 6 · 5Y

$10,000 · 5Y$16,583VIG · IEMG $13,676

Lowest cost0.04%VIG · $4 on $10k

Most income2.83%WSML · $283 on $10k

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

Held in common4.0%WSML and VIG

iShares MSCI World Small-Cap ETF · $677MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $16,696+18.6%

[…]5 years · per year[…] · $16,583+10.6%

0.30%Expense ratio$30 · $4 on $10k · lower wins0.04%

2.83%12-mo yield$283 · $146 on $10k1.46%

Cards for this view

WSML

iShares MSCI World Small-Cap

[…]

VIG

Vanguard Dividend Appreciation

$16,583

MeasureWSMLVIG

Fee0.30%0.04%

Cost on $10k a year$30$4

Yield2.83%1.46%

5 years, per year[…]+10.6%

3 years, per year[…]+18.6%

Worst drop · 1Y−10.7%−7.9%

Volatility · 1Y16.5%11.0%

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+0.3%	+15.1%	+17.8%	+18.6%	+10.6%	−7.9%	$109.1B
2	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.44%	−0.7%	+10.6%	+12.4%	+18.7%	+6.5%	−17.8%	$146.1B
3	AWSML	iShares MSCI World Small-Cap ETFRead Desk	0.30%	2.83%	−0.5%	+13.9%	+17.9%	new	new	−10.7%	$677M

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+0.3%	+15.1%	+17.8%	+18.6%	+10.6%	−7.9%	$109.1B
2	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.44%	−0.7%	+10.6%	+12.4%	+18.7%	+6.5%	−17.8%	$146.1B
3	AWSML	iShares MSCI World Small-Cap ETFRead Desk	0.30%	2.83%	−0.5%	+13.9%	+17.9%	new	new	−10.7%	$677M

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