Compare · 3 funds side by side · dividends reinvested

IJR, ISCG and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,052VUG · best of the three

02 / 04

IJR, ISCG and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.4%+19.4%+17.4%+5.6%−9.7%16.3%$108B1.5

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.68%+6.9%+9.6%+18.7%+3.5%−11.4%18.6%$974M2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: IJR 2000 · ISCG 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P Small-Cap ETF · $108B$13,136

IJR

ISCG

iShares Morningstar Small-Cap Growth ETF · $974M$11,876

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

IJRMeasureISCG

+15.4%Year to dateJan 1 → Nov 5+6.9%

+19.4%1 yearTotal return+9.6%

+17.4%3 years · per year$10,000 became $16,200 · $16,721+18.7%

+5.6%5 years · per year$10,000 became $13,136 · $11,876+3.5%

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

1.24%Trailing 12-mo yield$124 · $68 a year on $10k0.68%

−9.7%Worst dropSmaller is better−11.4%

16.3%VolatilityLower is calmer18.6%

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

6–1IJR wins

End-of-day Nov 5, 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

2.7%in top 5

ISCG

in top 54.1%

IJRStockISCG

not top 5OKTA1.1%

not top 5TEAM1.0%

not top 5GH0.7%

not top 5ROKU0.7%

not top 5RBRK0.6%

0.6%PAYCnot top 5

0.5%RHPnot top 5

0.5%PTGXnot top 5

0.5%MTCHnot top 5

0.5%VSATnot top 5

Held in common25.0%

End-of-day Nov 5, 2026 · share of each fund

IJR vs ISCG Returns, Every Period

iSharesIJR

+5.6%

5 years, per year

ISCGiShares

+3.5%

5 years, per year

IJRISCGFaded: behind in that period

3–1IJR wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

IJR vs ISCG

YTD

iSharesIJR

+15.4%

ISCGiShares

+6.9%

+15.4%Year to date+6.9%

−9.7%Worst drop · 1Y−11.4%

16.3%Volatility · 1Y18.6%

1.2%Yield0.7%

$108BAssets$974M

4–0IJR wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IJR, ISCG, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJR0.06%$6

ISCG0.06%$6

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IJR, ISCG, VUG

1.24%highest, IJR

FundTrailing yieldYield$10k

IJR1.24%$124

ISCG0.68%$68

VUG0.43%$43

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

ISCG$68 − $6 = $62

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IJR, ISCG, VUG

Today

25.0%most shared, IJR and ISCG

IJRISCGVUG

IJR—25.0%0.0%

ISCG25.0%—0.2%

VUG0.0%0.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+19.4%IJR, at 16.3% volatility

IJRWorst drop−9.7%16.3% vol

ISCGWorst drop−11.4%18.6% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IJRISCG

+15.4%Year to date+6.9%

1.2%Yield0.7%

+19.4%Past year+9.6%

0.06%Fee0.06%

3–0IJR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026