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 +15.0% compared to +11.0%
VIG vs IWF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VIG
$128B
Winner
IWF
$132B
Expense Ratio
Winner
VIG
0.04%
IWF
0.18%
Max Drawdown
Winner
VIG
48.20%
IWF
66.83%
Sharpe Ratio
Winner
VIG
1.46
IWF
0.94
5Y Beta
Winner
VIG
0.73
IWF
1.21
P/E Ratio
Winner
VIG
27.10
IWF
35.86
Forward P/E
Winner
VIG
21.20
IWF
26.42
5Y Dividends CAGR
Winner
VIG
13.46%
IWF
3.03%
5Y EPS CAGR
VIG
14.09%
Winner
IWF
33.70%
Debt to Equity
VIG
82.14%
Winner
IWF
51.63%
P/S Ratio
Winner
VIG
2.81
IWF
5.94
P/B Ratio
Winner
VIG
5.43
IWF
12.64
VIG vs IWF - Holdings Comparison
VIG and IWF have 65 common holdings. Overlap is 29.26%
VIG's top 25 holdings weight is 51.05%. IWF's top 25 holdings weight is 76.09%.
| Rank | VIG | IWF |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 5.39% | NVIDIA CORP (NVDA) - 13.29% |
| #2 | APPLE INC (AAPL) - 4.55% | APPLE INC (AAPL) - 11.90% |
| #3 | MICROSOFT CORP (MSFT) - 4.26% | MICROSOFT CORP (MSFT) - 7.92% |
| #4 | ELI LILLY AND CO (LLY) - 3.83% | BROADCOM INC (AVGO) - 5.33% |
| #5 | JPMORGAN CHASE & CO (JPM) - 3.31% | AMAZON.COM INC (AMZN) - 4.66% |
| #6 | EXXON MOBIL CORP (XOM) - 2.66% | ALPHABET INC CLASS A (GOOGL) - 3.93% |
| #7 | JOHNSON & JOHNSON (JNJ) - 2.38% | TESLA INC (TSLA) - 3.32% |
| #8 | VISA INC CLASS A (V) - 2.24% | ALPHABET INC CLASS C (GOOG) - 3.19% |
| #9 | WALMART INC (WMT) - 2.22% | META PLATFORMS INC CLASS A (META) - 3.01% |
| #10 | CISCO SYSTEMS INC (CSCO) - 2.08% | ELI LILLY AND CO (LLY) - 2.82% |
| #11 | COSTCO WHOLESALE CORP (COST) - 1.86% | VISA INC CLASS A (V) - 1.76% |
| #12 | CATERPILLAR INC (CAT) - 1.78% | ADVANCED MICRO DEVICES INC (AMD) - 1.53% |
| #13 | MASTERCARD INC CLASS A (MA) - 1.76% | LAM RESEARCH CORP (LRCX) - 1.49% |
| #14 | LAM RESEARCH CORP (LRCX) - 1.74% | COSTCO WHOLESALE CORP (COST) - 1.36% |
| #15 | ABBVIE INC (ABBV) - 1.69% | MASTERCARD INC CLASS A (MA) - 1.25% |
| #16 | ORACLE CORP (ORCL) - 1.68% | ABBVIE INC (ABBV) - 1.24% |
| #17 | UNITEDHEALTH GROUP INC (UNH) - 1.51% | GE AEROSPACE (GE) - 1.17% |
| #18 | BANK OF AMERICA CORP (BAC) - 1.50% | NETFLIX INC (NFLX) - 1.03% |
| #19 | PROCTER & GAMBLE CO (PG) - 1.46% | KLA CORP (KLAC) - 0.99% |
| #20 | THE HOME DEPOT INC (HD) - 1.38% | ORACLE CORP (ORCL) - 0.98% |
| #21 | ELEVANCE HEALTH INC (ELV) - 0.37% | n/a (PLTR) - 0.90% |
| #22 | CSX CORP (CSX) - 0.37% | GE VERNOVA INC (GEV) - 0.90% |
| #23 | EMERSON ELECTRIC CO (EMR) - 0.35% | THE HOME DEPOT INC (HD) - 0.79% |
| #24 | WASTE MANAGEMENT INC (WM) - 0.34% | PALO ALTO NETWORKS INC (PANW) - 0.71% |
| #25 | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 0.34% | AMPHENOL CORP CLASS A (APH) - 0.62% |
| Total Holdings | 301 | 385 |
VIG vs IWF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VIG
+0.48%
IWF
-4.07%
3M
VIG
+9.40%
Winner
IWF
+10.51%
6M
Winner
VIG
+6.28%
IWF
+0.43%
1Y
VIG
+18.42%
Winner
IWF
+18.87%
5Y(CAGR)
VIG
+10.96%
Winner
IWF
+15.02%
10Y(CAGR)
VIG
+13.01%
Winner
IWF
+20.91%
Max(CAGR)
VIG
+10.10%
Winner
IWF
+11.68%
VIG vs IWF - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | VIG | IWF |
|---|---|---|
| 2026 | +6.59% | +2.03% |
| 2025 | +14.71% | +20.02% |
| 2024 | +17.22% | +37.15% |
| 2023 | +14.55% | +47.01% |
| 2022 | -9.52% | -28.04% |
| 2021 | +25.45% | +31.43% |
| 2020 | +14.77% | +39.91% |
| 2019 | +30.46% | +40.48% |
| 2018 | -2.42% | +0.88% |
| 2017 | +21.81% | +33.72% |
| 2016 | +13.49% | +13.74% |
| 2015 | -1.78% | +10.05% |
| 2014 | +11.06% | +18.53% |
| 2013 | +26.20% | +35.43% |
| 2012 | +10.41% | +19.30% |
| 2011 | +5.46% | +5.64% |
| 2010 | +13.31% | +20.01% |
| 2009 | +16.47% | +39.19% |
| 2008 | -25.49% | -35.05% |
| 2007 | +5.32% | +14.34% |
| 2006 | +8.59% | +10.22% |
| 2005 | N/A | +8.69% |
| 2004 | N/A | +10.20% |
| 2003 | N/A | +28.44% |
| 2002 | N/A | -27.24% |
| 2001 | N/A | -15.08% |
| 2000 | N/A | -16.38% |
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 -62.39%, occurring on Oct 9, 2002. Recovery took 2657 trading sessions.
The current VIG drawdown is -1.13%. The current IWF drawdown is -6.88%.
| Rank | VIG | IWF |
|---|---|---|
| #1 | -46.80% Oct 9, 2007 - Feb 16, 2011 | -62.39% Jul 17, 2000 - Feb 8, 2011 |
| #2 | -31.72% Feb 14, 2020 - Aug 26, 2020 | -31.55% Feb 19, 2020 - Jun 5, 2020 |
| #3 | -20.40% Jan 4, 2022 - Dec 11, 2023 | -31.53% Dec 27, 2021 - Dec 8, 2023 |
| #4 | -17.27% Sep 21, 2018 - Apr 5, 2019 | -22.87% Jan 23, 2025 - Jun 24, 2025 |
| #5 | -16.95% Jul 7, 2011 - Feb 3, 2012 | -21.25% Oct 1, 2018 - Apr 1, 2019 |
| #6 | -14.95% Feb 19, 2025 - Jun 30, 2025 | -17.52% Jul 7, 2011 - Jan 25, 2012 |
| #7 | -12.14% Mar 2, 2015 - Mar 29, 2016 | -15.80% Oct 29, 2025 - May 6, 2026 |
| #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 | -12.78% Dec 29, 2015 - Mar 30, 2016 |
| #10 | -7.90% Jul 19, 2007 - Oct 1, 2007 | -11.68% Jul 20, 2015 - Nov 2, 2015 |
| #11 | -7.60% Apr 2, 2012 - Aug 7, 2012 | -10.76% Sep 2, 2020 - Dec 1, 2020 |
| #12 | -7.20% Dec 31, 2013 - Mar 4, 2014 | -9.88% Jan 26, 2018 - Jun 4, 2018 |
| #13 | -6.53% Oct 12, 2020 - Nov 9, 2020 | -9.80% Apr 2, 2012 - Aug 16, 2012 |
| #14 | -6.26% Sep 2, 2020 - Oct 9, 2020 | -9.68% Feb 12, 2021 - Apr 8, 2021 |
| #15 | -5.99% Apr 29, 2011 - Jul 7, 2011 | -7.88% Apr 29, 2019 - Jun 18, 2019 |
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 | 0.36% | 0.41% |
| 2025 | 1.62% | 1.43% |
| 2024 | 1.73% | 1.83% |
| 2023 | 1.88% | 2.67% |
| 2022 | 1.96% | 3.64% |
| 2021 | 1.55% | 1.98% |
| 2020 | 1.63% | 2.65% |
| 2019 | 1.71% | 3.97% |
| 2018 | 2.08% | 5.07% |
| 2017 | 1.88% | 4.39% |
| 2016 | 2.14% | 5.73% |
| 2015 | 2.34% | 5.48% |
| 2014 | 1.95% | 5.30% |
| 2013 | 1.84% | 5.16% |
| 2012 | 2.37% | 6.62% |
| 2011 | 2.14% | 5.57% |
| 2010 | 1.99% | 5.09% |
| 2009 | 2.09% | 5.55% |
| 2008 | 2.56% | 6.66% |
| 2007 | 1.56% | 3.67% |
| 2006 | 0.98% | 3.71% |
| 2005 | 0.00% | 3.56% |
| 2004 | 0.00% | 4.17% |
| 2003 | 0.00% | 3.17% |
| 2002 | 0.00% | 3.23% |
| 2001 | 0.00% | 1.63% |
| 2000 | 0.00% | 1.27% |
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