Compare · 3 funds side by side · dividends reinvested

IJR, ISCG and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,585VTV · best of the three

02 / 04

IJR, ISCG and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.0

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$104B2.1

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.67%+7.9%+9.1%+18.9%+3.6%−11.4%18.5%$927M2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: IJR 2000 · ISCG 2004 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P Small-Cap ETF · $104B$13,170

IJR

ISCG

iShares Morningstar Small-Cap Growth ETF · $927M$11,960

$10,000 five years ago, dividends reinvested · they hold 25.0% in common

IJRMeasureISCG

+15.5%Year to dateJan 1 → Nov 6+7.9%

+17.6%1 yearTotal return+9.1%

+17.3%3 years · per year$10,000 became $16,147 · $16,813+18.9%

+5.7%5 years · per year$10,000 became $13,170 · $11,960+3.6%

0.06%Expense ratio$6 · $6 a year on $10k · lower is better0.06%

1.24%Trailing 12-mo yield$124 · $67 a year on $10k0.67%

−9.7%Worst dropSmaller is better−11.4%

16.2%VolatilityLower is calmer18.5%

IJRISCG Winner of the row, in its colourEach row: the bigger of the two fills its side

6–1IJR wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IJR vs ISCG: Top 5 Holdings

Today

IJR

2.6%in top 5

ISCG

in top 54.0%

IJRStockISCG

not top 5TEAM1.0%

not top 5OKTA1.0%

not top 5ROKU0.7%

not top 5GH0.7%

not top 5U0.6%

0.6%PAYCnot top 5

0.5%LTHnot top 5

0.5%MTCHnot top 5

0.5%RHPnot top 5

0.5%PTGXnot top 5

Held in common25.0%

End-of-day Nov 6, 2026 · share of each fund

IJR vs ISCG Returns, Every Period

iSharesIJR

+5.7%

5 years, per year

ISCGiShares

+3.6%

5 years, per year

IJRISCGFaded: behind in that period

3–1IJR wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

IJR vs VTV

YTD

iSharesIJR

+15.5%

VTVVanguard

+18.5%

+15.5%Year to date+18.5%

−9.7%Worst drop · 1Y−6.4%

16.2%Volatility · 1Y10.7%

1.2%Yield1.9%

$104BAssets$184B

4–0VTV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IJR, ISCG, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IJR0.06%$6

ISCG0.06%$6

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IJR, ISCG, VTV

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

IJR1.24%$124

ISCG0.67%$67

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

IJR$124 − $6 = $118

ISCG$67 − $6 = $61

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IJR, ISCG, VTV

Today

25.0%most shared, IJR and ISCG

IJRISCGVTV

IJR—25.0%0.0%

ISCG25.0%—0.0%

VTV0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

IJRWorst drop−9.7%16.2% vol

ISCGWorst drop−11.4%18.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VTVIJR

+18.5%Year to date+15.5%

1.9%Yield1.2%

+22.9%Past year+17.6%

0.03%Fee0.06%

4–0VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026