Compare · 4 funds side by side · dividends reinvested

ISCG, DFAS, IJR and VUG

ISCGiShares×DFASDimensional×IJRiShares×VUGVanguard×

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

02 / 04

ISCG, DFAS, IJR 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%$104B2.0

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.04%+12.6%+17.3%+17.5%+6.9%−9.4%15.8%$33.8B2.1

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%$927M2.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.9

Rank among the four1st → 4thFee, 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: ISCG 2004 · DFAS 1992 · IJR 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,052

VUG

ISCG

iShares Morningstar Small-Cap Growth ETF · $927M$11,876

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

VUGMeasureISCG

+0.5%Year to dateJan 1 → Nov 5+6.9%

−0.6%1 yearTotal return+9.6%

+22.8%3 years · per year$10,000 became $18,532 · $16,721+18.7%

+9.9%5 years · per year$10,000 became $16,052 · $11,876+3.5%

0.03%Expense ratio$3 · $6 a year on $10k · lower is better0.06%

0.43%Trailing 12-mo yield$43 · $68 a year on $10k0.68%

−15.1%Worst dropSmaller is better−11.4%

19.0%VolatilityLower is calmer18.6%

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

3–5ISCG wins

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

More Ways to See the Pairs

VUG vs ISCG: Top 5 Holdings

Today

VUG

45.2%in top 5

ISCG

in top 54.1%

VUGStockISCG

13.5%NVDAnot top 5

12.5%AAPLnot top 5

9.7%MSFTnot top 5

5.2%GOOGLnot top 5

4.3%AVGOnot top 5

not top 5OKTA1.1%

not top 5TEAM1.0%

not top 5GH0.7%

not top 5ROKU0.7%

not top 5RBRK0.6%

Held in common0.2%

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

VUG vs ISCG Returns, Every Period

VanguardVUG

+9.9%

5 years, per year

ISCGiShares

+3.5%

5 years, per year

VUGISCGFaded: behind in that period

2–2Level

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

VUG vs IJR

YTD

VanguardVUG

+0.5%

IJRiShares

+15.4%

+0.5%Year to date+15.4%

−15.1%Worst drop · 1Y−9.7%

19.0%Volatility · 1Y16.3%

0.4%Yield1.2%

$233BAssets$104B

4–0IJR wins

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

Cost, Income and Risk

Fees: ISCG, DFAS, IJR, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

ISCG0.06%$6

IJR0.06%$6

DFAS0.30%$30

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

Yields: ISCG, DFAS, IJR, VUG

1.24%highest, IJR

FundTrailing yieldYield$10k

IJR1.24%$124

DFAS1.04%$104

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

DFAS$104 − $30 = $74

ISCG$68 − $6 = $62

VUG$43 − $3 = $40

KeptFee

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

Overlap: ISCG, DFAS, IJR, VUG

Today

49.7%most shared, ISCG and DFAS

ISCGDFASIJRVUG

ISCG—49.7%25.0%0.2%

DFAS49.7%—34.5%0.0%

IJR25.0%34.5%—0.0%

VUG0.2%0.0%0.0%—

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

Return vs Bumpiness: 4 ETFs

+19.4%IJR, at 16.3% volatility

DFASWorst drop−9.4%15.8% vol

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

IJRDFAS

+15.4%Year to date+12.6%

1.2%Yield1.0%

+19.4%Past year+17.3%

0.06%Fee0.30%

4–0IJR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

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$59.1B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026