Which returned more over the last year, IWM or VIG?

In the year to Sep 4, 2026, with distributions reinvested, IWM returned +26.4% and VIG returned +16.1%, so IWM returned more. One year is one year; the longer windows are in the table.

Which is cheaper, IWM or VIG?

IWM charges 0.19% a year and VIG charges 0.04%, so VIG is cheaper. Fees come from each fund's prospectus.

How much do IWM and VIG overlap with the S&P 500?

By their latest filed holdings, 0% of IWM and 96% of VIG by weight is stocks the S&P 500 already holds.

Data as of Sep 4, 2026. Both funds on the fields they both publish, from the same sources.

IWM vs VIG

Name: ETFIQ comparison of IWM and VIG
Creator: ETFIQ
License: https://etfiq.com/standards/

iShares Russell 2000 ETF and Vanguard Dividend Appreciation Index Fund.

IWM and VIG on the fields both publish, as of Sep 4, 2026. Source: ETFIQ.
	IWM iShares Russell 2000 ETF	VIG Vanguard Dividend Appreciation Index Fund
Where it sits	Core fund	Core fund
Issuer	iShares	Vanguard
What it is	Russell 2000	Dividend growth
Total return, 1 year	+26.4%	+16.1%
S&P 500 over the same days	+20.0%	+20.0%
Gap to the S&P 500	+6.5 pts	−3.8 pts
Expense ratio	0.19%	0.04%
Already in the S&P 500	0.0%	95.7%
Holdings	2014	332

IWM in plain words

IWM is a index equity fund tracking Russell 2000. Over the year to Sep 4, 2026 it returned +26.4% with distributions reinvested, against +20.0% for the S&P 500 and +25.6% for the Nasdaq-100. The prospectus expense ratio is 0.19% a year. By its holdings filed for Jun 30, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 2014 positions, with the top ten at 3.4%.

VIG in plain words

VIG is a index equity fund tracking Dividend growth. Over the year to Sep 4, 2026 it returned +16.1% with distributions reinvested, against +20.0% for the S&P 500 and +25.6% 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, IWM or VIG?: In the year to Sep 4, 2026, with distributions reinvested, IWM returned +26.4% and VIG returned +16.1%, so IWM returned more. One year is one year; the longer windows are in the table.
Which is cheaper, IWM or VIG?: IWM charges 0.19% a year and VIG charges 0.04%, so VIG is cheaper. Fees come from each fund's prospectus.
How much do IWM and VIG overlap with the S&P 500?: By their latest filed holdings, 0% of IWM and 96% of VIG by weight is stocks the S&P 500 already holds.

Other comparisons

Where to next

Cite this page. ETFIQ, IWM against VIG, data as of Sep 4, 2026. https://etfiq.com/compare/any/IWM-VIG.html Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. ETFIQ publishes the same fields for every fund and suggests no allocation. Standards and sources