HDV vs VIG.
iShares Core High Dividend ETF (Morningstar Dividend Yield Focus) against Vanguard Dividend Appreciation ETF (S&P U.S. Dividend Growers) — fees, long-horizon total returns, holdings overlap, and sector tilt, side by side.
| HDV | VIG | SPREAD | |
|---|---|---|---|
| YTD (cumulative) | — | +9.69% | — |
| 1Y CAGR | — | +18.3% | — |
| 3Y CAGR | — | +15.7% | — |
| 5Y CAGR | — | +10.8% | — |
| 10Y CAGR | — | +13.0% | — |
| Since inception CAGR | — | +12.1% | — |
Total return: dividend- and split-adjusted daily closes (distributions reinvested). Spread is HDV minus VIG. VIG since-inception measured from first available bar December 12, 2013. Since-inception spans differ — compare that row with care.
| HDV | VIG | |
|---|---|---|
| Name | iShares Core High Dividend ETF | Vanguard Dividend Appreciation Index Fund ETF Shares |
| Category | Large Value | Large Blend |
| Style | Passive | Passive |
| Expense ratio | 0.08% | 0.04% |
| Assets (AUM) | $13.7B | $129.5B |
| Dividend yield | 2.90% | 1.51% |
| Avg volume (3-mo) | 3.0M | 1.1M |
| Inception | March 29, 2011 | December 19, 2013 |
| Benchmark proxy | S&P 500 | S&P 500 |
VIG costs 0.04 pp less per year — about $4.00 per $10,000 invested.
| Shared holding | HDV | VIG | MIN |
|---|---|---|---|
| XOMExxon Mobil Corp | 7.26% | 2.47% | 2.47% |
Sum of min(weight in each fund) across shared tickers — the standard fund-overlap measure. Computed on the top 25 holdings each fund reports, so it is a lower bound; the coverage figures show how much of each fund those top holdings represent.