VIG vs IWF
Comparison between VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES (VIG, ETF) and ISHARES RUSSELL 1000 GROWTH ETF (IWF, ETF).
5-Year PerformanceIWF has outperformed VIG, delivering a return of +14.7% compared to +9.8%
VIG vs IWF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
VIG
$117B
IWF
$112B
Expense Ratio
Winner
VIG
0.04%
IWF
0.18%
Max Drawdown
Winner
VIG
48.20%
IWF
66.83%
Sharpe Ratio
VIG
1.49
Winner
IWF
1.64
5Y Beta
Winner
VIG
0.74
IWF
1.21
P/E Ratio
Winner
VIG
25.95
IWF
36.20
Forward P/E
Winner
VIG
20.99
IWF
27.33
5Y Dividends CAGR
Winner
VIG
13.46%
IWF
5.52%
5Y EPS CAGR
VIG
14.05%
Winner
IWF
36.83%
Debt to Equity
VIG
40.54%
Winner
IWF
24.55%
P/S Ratio
Winner
VIG
2.78
IWF
6.72
P/B Ratio
Winner
VIG
5.18
IWF
13.30
VIG vs IWF - Holdings Comparison
VIG and IWF have 59 common holdings. Overlap is 23.09%
VIG's top 25 holdings weight is 49.44%. IWF's top 25 holdings weight is 73.81%.
| Rank | VIG | IWF |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 4.07% | NVIDIA CORP (NVDA) - 14.26% |
| #2 | APPLE INC (AAPL) - 4.03% | APPLE INC (AAPL) - 10.90% |
| #3 | MICROSOFT CORP (MSFT) - 3.81% | MICROSOFT CORP (MSFT) - 8.99% |
| #4 | JPMORGAN CHASE & CO (JPM) - 3.53% | BROADCOM INC (AVGO) - 5.75% |
| #5 | ELI LILLY AND CO (LLY) - 3.48% | AMAZON.COM INC (AMZN) - 5.19% |
| #6 | EXXON MOBIL CORP (XOM) - 3.38% | ALPHABET INC CLASS A (GOOGL) - 3.83% |
| #7 | JOHNSON & JOHNSON (JNJ) - 2.81% | META PLATFORMS INC CLASS A (META) - 3.64% |
| #8 | WALMART INC (WMT) - 2.60% | TESLA INC (TSLA) - 3.21% |
| #9 | VISA INC CLASS A (V) - 2.26% | ALPHABET INC CLASS C (GOOG) - 3.10% |
| #10 | COSTCO WHOLESALE CORP (COST) - 2.11% | ELI LILLY AND CO (LLY) - 2.23% |
| #11 | MASTERCARD INC CLASS A (MA) - 1.94% | VISA INC CLASS A (V) - 1.67% |
| #12 | ABBVIE INC (ABBV) - 1.83% | COSTCO WHOLESALE CORP (COST) - 1.42% |
| #13 | PROCTER & GAMBLE CO (PG) - 1.60% | MASTERCARD INC CLASS A (MA) - 1.31% |
| #14 | CATERPILLAR INC (CAT) - 1.57% | NETFLIX INC (NFLX) - 1.24% |
| #15 | THE HOME DEPOT INC (HD) - 1.56% | ABBVIE INC (ABBV) - 1.12% |
| #16 | BANK OF AMERICA CORP (BAC) - 1.47% | LAM RESEARCH CORP (LRCX) - 1.04% |
| #17 | CISCO SYSTEMS INC (CSCO) - 1.46% | ADVANCED MICRO DEVICES INC (AMD) - 1.01% |
| #18 | MERCK & CO INC (MRK) - 1.42% | n/a (PLTR) - 1.00% |
| #19 | COCA-COLA CO (KO) - 1.40% | GE VERNOVA INC (GEV) - 0.97% |
| #20 | LAM RESEARCH CORP (LRCX) - 1.27% | GE AEROSPACE (GE) - 0.95% |
| #21 | BANK OF NEW YORK MELLON CORP (BK) - 0.39% | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 0.20% |
| #22 | AUTOMATIC DATA PROCESSING INC (ADP) - 0.39% | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 0.20% |
| #23 | CSX CORP (CSX) - 0.36% | AON PLC CLASS A (AON) - 0.20% |
| #24 | SHERWIN-WILLIAMS CO (SHW) - 0.35% | CINTAS CORP (CTAS) - 0.19% |
| #25 | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 0.35% | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 0.19% |
| Total Holdings | 303 | 347 |
VIG vs IWF - Historical Returns
Returns include dividend reinvestment.
1M
VIG
+2.76%
Winner
IWF
+11.51%
3M
VIG
-0.32%
Winner
IWF
+7.29%
6M
Winner
VIG
+6.60%
IWF
+5.02%
1Y
VIG
+20.27%
Winner
IWF
+32.11%
5Y(CAGR)
VIG
+9.81%
Winner
IWF
+14.65%
10Y(CAGR)
VIG
+12.96%
Winner
IWF
+18.44%
Max(CAGR)
Winner
VIG
+10.02%
IWF
+8.48%
VIG vs IWF - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | VIG | IWF |
|---|---|---|
| 2026 | +3.79% | +4.84% |
| 2025 | +14.71% | +18.60% |
| 2024 | +17.22% | +35.13% |
| 2023 | +14.55% | +43.68% |
| 2022 | -9.52% | -29.81% |
| 2021 | +25.45% | +29.26% |
| 2020 | +14.77% | +36.37% |
| 2019 | +30.46% | +35.96% |
| 2018 | -2.42% | -2.59% |
| 2017 | +21.81% | +28.98% |
| 2016 | +13.49% | +8.87% |
| 2015 | -1.78% | +5.60% |
| 2014 | +11.06% | +13.77% |
| 2013 | +26.20% | +29.76% |
| 2012 | +10.41% | +13.57% |
| 2011 | +5.46% | +1.37% |
| 2010 | +13.31% | +15.02% |
| 2009 | +16.47% | +32.66% |
| 2008 | -25.49% | -37.54% |
| 2007 | +5.32% | +11.18% |
| 2006 | +8.59% | +7.07% |
| 2005 | N/A | +5.74% |
| 2004 | N/A | +6.73% |
| 2003 | N/A | +25.08% |
| 2002 | N/A | -28.80% |
| 2001 | N/A | -16.14% |
| 2000 | N/A | -17.06% |
VIG vs IWF Drawdown Comparison
The maximum drawdown for VIG was -46.80%, occurring on Mar 9, 2009. Recovery took 846 trading sessions.
The maximum drawdown for IWF was -64.25%, occurring on Mar 9, 2009. Recovery took 3313 trading sessions.
The current VIG drawdown is -0.77%.
| Rank | VIG | IWF |
|---|---|---|
| #1 | -46.80% Oct 9, 2007 - Feb 16, 2011 | -64.25% Jul 17, 2000 - Sep 18, 2013 |
| #2 | -31.72% Feb 14, 2020 - Aug 26, 2020 | -32.72% Dec 27, 2021 - Jan 10, 2024 |
| #3 | -20.40% Jan 4, 2022 - Dec 11, 2023 | -31.55% Feb 19, 2020 - Jun 8, 2020 |
| #4 | -17.27% Sep 21, 2018 - Apr 5, 2019 | -23.36% Dec 16, 2024 - Jun 26, 2025 |
| #5 | -16.95% Jul 7, 2011 - Feb 3, 2012 | -21.90% Oct 1, 2018 - Apr 12, 2019 |
| #6 | -14.95% Feb 19, 2025 - Jun 30, 2025 | -16.27% Oct 29, 2025 - May 7, 2026 |
| #7 | -12.14% Mar 2, 2015 - Mar 29, 2016 | -13.84% Jul 20, 2015 - Jul 8, 2016 |
| #8 | -9.77% Jan 26, 2018 - Aug 17, 2018 | -13.26% Jul 10, 2024 - Oct 14, 2024 |
| #9 | -7.90% Feb 9, 2026 - May 5, 2026 | -11.31% Sep 2, 2020 - Dec 1, 2020 |
| #10 | -7.90% Jul 19, 2007 - Oct 1, 2007 | -9.88% Jan 26, 2018 - Jun 5, 2018 |
| #11 | -7.60% Apr 2, 2012 - Aug 7, 2012 | -9.68% Feb 12, 2021 - Apr 8, 2021 |
| #12 | -7.20% Dec 31, 2013 - Mar 4, 2014 | -7.88% Apr 29, 2019 - Jun 20, 2019 |
| #13 | -6.53% Oct 12, 2020 - Nov 9, 2020 | -7.26% Sep 18, 2014 - Oct 31, 2014 |
| #14 | -6.26% Sep 2, 2020 - Oct 9, 2020 | -7.26% Sep 3, 2021 - Oct 25, 2021 |
| #15 | -5.99% Apr 29, 2011 - Jul 7, 2011 | -6.76% Apr 26, 2021 - Jun 14, 2021 |
Correlation
Correlation between VIG and IWF is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2000 - 2026)
VIG vs IWF dividend yield comparison.
| Year | VIG | IWF |
|---|---|---|
| 2026 | 0.37% | 0.08% |
| 2025 | 1.62% | 0.36% |
| 2024 | 1.73% | 0.46% |
| 2023 | 1.88% | 0.67% |
| 2022 | 1.96% | 0.91% |
| 2021 | 1.55% | 0.50% |
| 2020 | 1.63% | 0.66% |
| 2019 | 1.71% | 0.99% |
| 2018 | 2.08% | 1.27% |
| 2017 | 1.88% | 1.10% |
| 2016 | 2.14% | 1.43% |
| 2015 | 2.34% | 1.37% |
| 2014 | 1.95% | 1.33% |
| 2013 | 1.84% | 1.29% |
| 2012 | 2.37% | 1.65% |
| 2011 | 2.14% | 1.39% |
| 2010 | 1.99% | 1.27% |
| 2009 | 2.09% | 1.39% |
| 2008 | 2.56% | 1.66% |
| 2007 | 1.56% | 0.92% |
| 2006 | 0.98% | 0.93% |
| 2005 | 0.00% | 0.89% |
| 2004 | 0.00% | 1.04% |
| 2003 | 0.00% | 0.79% |
| 2002 | 0.00% | 0.81% |
| 2001 | 0.00% | 0.41% |
| 2000 | 0.00% | 0.32% |
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