Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.
IWB vs VIG: how they differ
IWB and VIG hold 39% of their weight in the same names, and IWB returned more over the year.
iShares Russell 1000 ETF and Vanguard Dividend Appreciation Index Fund.
What they hold in common
By the books each fund has filed, IWB and VIG hold 39% of their money in the same securities at the same weight.
| Holding | IWB | VIG |
|---|---|---|
| APPLE INC. | 6.03% | 4.10% |
| MICROSOFT CORPORATION | 4.00% | 3.99% |
| BROADCOM INC. | 2.54% | 5.21% |
| ELI LILLY AND COMPANY | 1.38% | 3.36% |
| JPMORGAN CHASE & CO. | 1.26% | 3.61% |
| JOHNSON & JOHNSON | 0.88% | 2.51% |
| EXXON MOBIL CORPORATION | 0.82% | 2.92% |
| VISA INC. | 0.82% | 2.34% |
| LAM RESEARCH CORPORATION | 0.78% | 1.46% |
| WALMART INC. | 0.72% | 2.62% |
| CATERPILLAR INC. | 0.70% | 1.88% |
| CISCO SYSTEMS, INC. | 0.67% | 1.64% |
| Only in IWB | Only in VIG |
|---|---|
| NVIDIA CORPORATION 6.73% | Honeywell International Inc 0.62% |
| AMAZON.COM, INC. 3.33% | TE Connectivity PLC 0.28% |
| ALPHABET INC. 3.00% | UMB Financial Corp 0.04% |
| ALPHABET INC. 2.42% | GATX Corp 0.03% |
| MICRON TECHNOLOGY, INC. 1.88% | Enpro Inc 0.03% |
| META PLATFORMS, INC. 1.79% | TXNM Energy Inc 0.03% |
| TESLA, INC. 1.77% | Erie Indemnity Co 0.03% |
| ADVANCED MICRO DEVICES, INC. 1.36% | Matson Inc 0.03% |
Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Apr 30, 2026 and Jun 30, 2026.
| IWB iShares Russell 1000 ETF | VIG Vanguard Dividend Appreciation Index Fund | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | iShares | Vanguard |
| What it is | Russell 1000 | Dividend growth |
| Total return, 1 year | +16.7% | +12.4% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | −0.8 pts | −5.1 pts |
| Expense ratio | 0.15% | 0.04% |
| Already in the S&P 500 | 91.9% | 95.7% |
| Holdings | 1024 | 332 |
IWB in plain words
IWB is an index equity fund tracking the Russell 1000. Over the year to Sep 11, 2026 it returned +16.7% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.15% a year. By its holdings filed for Jun 30, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 1024 positions, with the top ten at 33.5%.
VIG in plain words
VIG is an index equity fund tracking the Dividend growth. Over the year to Sep 11, 2026 it returned +12.4% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.04% a year. By its holdings filed for Apr 30, 2026, 96% of the fund by weight is stocks the S&P 500 also holds, across 332 positions, with the top ten at 32.7%.
Questions people ask
- Which returned more over the last year, IWB or VIG?
- In the year to Sep 12, 2026, with distributions reinvested, IWB returned +16.7% and VIG returned +12.4%, so IWB returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, IWB or VIG?
- IWB charges 0.15% a year and VIG charges 0.04%, so VIG is cheaper. Fees come from each fund's prospectus.
- How much do IWB and VIG overlap with the S&P 500?
- By their latest filed holdings, 92% of IWB and 96% of VIG by weight is stocks the S&P 500 already holds. Between the two funds, 39% of their books are the same securities at the same weight.
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Where these figures came from
ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.
Cite this page. ETFIQ, IWB against VIG, data as of Sep 12, 2026. https://etfiq.com/compare/any/IWB-VIG Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources