Compare · 3 funds side by side · dividends reinvested

IJR, ISCV and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,902VUG · best of the three

02 / 04

IJR, ISCV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Morningstar Small Cap Value ETFUS Stock Styles · Small cap0.06%1.89%+16.6%+21.2%+20.6%+8.1%−9.3%14.3%$693M1.6

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.3%+21.3%+19.0%+6.1%−9.7%15.8%$106B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.7%+2.5%+25.3%+11.1%−16.1%18.2%$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 3, 2026 · returns include dividends · since: IJR 2000 · ISCV 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P Small-Cap ETF · $106B$13,468

IJR

ISCV

iShares Morningstar Small Cap Value ETF · $693M$14,758

$10,000 five years ago, dividends reinvested · they hold 28.8% in common

IJRMeasureISCV

+18.3%Year to dateJan 1 → Nov 3+16.6%

+21.3%1 yearTotal return+21.2%

+19.0%3 years · per year$10,000 became $16,862 · $17,545+20.6%

+6.1%5 years · per year$10,000 became $13,468 · $14,758+8.1%

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

1.21%Trailing 12-mo yield$121 · $189 a year on $10k1.89%

−9.7%Worst dropSmaller is better−9.3%

15.8%VolatilityLower is calmer14.3%

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

2–5ISCV wins

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

More Ways to See the Pairs

IJR vs ISCV: Top 5 Holdings

Today

IJR

3.1%in top 5

ISCV

in top 53.0%

IJRStockISCV

0.8%GKOSnot top 5

not top 5SWKS0.7%

not top 5BBY0.6%

0.6%VSATnot top 5

0.6%PAYCnot top 5

not top 5APA0.6%

not top 5HST0.6%

not top 5CRL0.6%

0.5%SMnot top 5

0.5%MTCHnot top 5

Held in common28.8%

End-of-day Nov 3, 2026 · share of each fund

IJR vs ISCV Returns, Every Period

iSharesIJR

+6.1%

5 years, per year

ISCViShares

+8.1%

5 years, per year

IJRISCVFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

IJR vs ISCV

YTD

iSharesIJR

+18.3%

ISCViShares

+16.6%

+18.3%Year to date+16.6%

−9.7%Worst drop · 1Y−9.3%

15.8%Volatility · 1Y14.3%

1.2%Yield1.9%

$106BAssets$693M

3–1ISCV wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IJR, ISCV, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJR0.06%$6

ISCV0.06%$6

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: IJR, ISCV, VUG

1.89%highest, ISCV

FundTrailing yieldYield$10k

ISCV1.89%$189

IJR1.21%$121

VUG0.41%$41

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$183most kept, ISCV

ISCV$189 − $6 = $183

IJR$121 − $6 = $115

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: IJR, ISCV, VUG

Today

28.8%most shared, IJR and ISCV

IJRISCVVUG

IJR—28.8%0.0%

ISCV28.8%—0.0%

VUG0.0%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+21.3%IJR, at 15.8% volatility

ISCVWorst drop−9.3%14.3% vol

IJRWorst drop−9.7%15.8% vol

VUGWorst drop−16.1%18.2% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

ISCVIJR

+16.6%Year to date+18.3%

1.9%Yield1.2%

+21.2%Past year+21.3%

0.06%Fee0.06%

2–1IJR wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026