Data as of Oct 28, 2026.

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IWC vs VIG: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IWC returned +16.5% to VIG's +13.9%; 0% of their weight is in the same names.

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Net assets: $1.2bn on Oct 27, 2026 for iShares Micro-Cap ETF, and $109.1bn on Sep 30, 2026 for Vanguard Div Appreciation ETF.

At a glance
+16.5%
IWC total return, 1 year
+13.9%
VIG total return, 1 year
0.60%
IWC expense ratio
0.04%
VIG expense ratio

Pair scorecard

VIG costs 0.56 points a year less; their one-year returns differ by 2.6 points; VIG is far larger, $109.1bn against $1.4bn.

IWC vs VIG: Differences, Returns & Fees
MeasureIWCVIG
Return
Total return, 1 year+16.5%+13.9%
Drawdown
Below its high9.5%, high on Aug 14, 2026
Benchmark
What it tracksRussell Microcap IndexS&P U.S. Dividend Growers Index
Cost and size
Expense ratio0.60%0.04%
Net assets, as of Sep 30, 2026$1.4bn$109.1bn
Holdings
Holdings in common0%
Top ten holdings, share of the fund5.9%34.5%

Holdings in common uses holdings dated Sep 30, 2026 and Oct 27, 2026. Method

What they share

0%

By the books each fund has filed, IWC and VIG hold 0% of their money in the same securities at the same weight. Holdings dated Sep 30, 2026 and Oct 27, 2026.

0 half 100%

half

0% in common

Positions both hold · largest shared weight first IWC VIG
GRAHAM CORP 0.20% 0.02%
BANK FIRST CORP 0.37% 0.01%
FIRST MID BANCSHARES INC 0.31% 0.01%
MERCANTILE BANK 0.26% 0.00%
OIL DRI CORPORATION OF AMERICA 0.18% 0.00%
CAPITAL CITY BANK INC 0.18% 0.00%
CASS INFORMATION SYSTEMS INC 0.15% 0.00%
FIRST BUSINESS FINANCIAL SERVICES 0.14% 0.00%
FIRST COMMUNITY BANKSHARES INC 0.19% 0.00%
INDEPENDENT BANK CORP 0.18% 0.00%
SOUTHERN MISSOURI BANCORP INC 0.17% 0.00%
CIVISTA BANCSHARES INC 0.15% 0.00%
Only in one fund ↓
Only in IWC
CAREDX 0.88%
PENGUIN SOLUTIONS INC 0.73%
NURIX THERAPEUTICS 0.63%
SELLAS LIFE SCIENCES GROUP INC 0.60%
VIRIDIAN THERAPEUTICS ORS 0.59%
OUSTER 0.53%
INTERFACE 0.52%
STRIVE INC CLASS A 0.50%
Only in VIG
Microsoft Corp 4.90%
Apple Inc 4.88%
Broadcom Inc 4.30%
Eli Lilly & Co 4.10%
JPMorgan Chase & Co 3.89%
ExxonMobil Holdings Corp 2.96%
Johnson & Johnson 2.83%
Visa Inc 2.53%
Check overlap with more funds →

Side by side

IWC iShares Micro-Cap ETF VIG Vanguard Div Appreciation ETF
Where it sits Stock ETF Stock ETF
What it is Tracks the Russell Microcap Tracks an index of Dividend growth
Total return, 1 year +16.5% +13.9%
Its benchmark over the same days +13.3% (IWV) not measured
Gap to its benchmark +3.2 pts vs IWV not measured
Expense ratio 0.60% 0.04%
Already in the S&P 500 91.7% 92.6%
Holdings 1365 335
Net assets, IWC as of Oct 27, 2026 and VIG as of Sep 30, 2026 $1.2bn $109.1bn

IWC and VIG on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

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About each fund
IWC

Over the year to Oct 28, 2026 it returned +16.5% with distributions reinvested, against +13.3% for its benchmark, the Russell 3000 Index.

IWC tracks the Russell Microcap. The prospectus expense ratio is 0.60% a year. By its holdings published by its issuer for Oct 27, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 1,365 positions, with the top ten at 5.9%. It sat 9.5% below its high of Aug 14, 2026 on Oct 28, 2026.

VIG

VIG tracks an index of Dividend growth. Over the year to Oct 28, 2026 it returned +13.9% with distributions reinvested. The prospectus expense ratio is 0.04% a year. By its holdings published by its issuer as of Sep 30, 2026, 93% of the fund by weight is stocks the S&P 500 also holds, across 335 positions, with the top ten at 34.5%.

Questions people ask

Which returned more over the last year, IWC or VIG?
In the year to Oct 28, 2026, with distributions reinvested, IWC returned +16.5% and VIG +13.9%.
Which is cheaper, IWC or VIG?
VIG is cheaper, by 0.56 percentage points a year. That is about $56 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IWC and VIG overlap with the S&P 500?
By their latest filed holdings, 92% of IWC and 93% of VIG by weight is stocks the S&P 500 already holds.
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ETFIQ, IWC against VIG, data as of Oct 28, 2026. https://etfiq.com/compare/any/iwc-vs-vig

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