Compare · 4 funds side by side · dividends reinvested

ISCG, IJR, IVV and VUG

ISCGiShares×IJRiShares×IVViShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,414IVV · best of the four

02 / 04

ISCG, IJR, IVV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+10.9%+13.0%+21.5%+11.7%−8.9%13.8%$875B1.8

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.5%+21.3%+16.2%+5.7%−9.7%16.3%$107B2.1

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.65%+10.9%+13.1%+18.1%+3.7%−11.4%18.8%$967M2.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: ISCG 2004 · IJR 2000 · IVV 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Small-Cap Growth ETF · $967M$12,018

ISCG

VUG

Vanguard Morningstar Growth ETF · $233B$16,394

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

ISCGMeasureVUG

+10.9%Year to dateJan 1 → Nov 10+3.4%

+13.1%1 yearTotal return+4.2%

+18.1%3 years · per year$10,000 became $16,491 · $18,230+22.2%

+3.7%5 years · per year$10,000 became $12,018 · $16,394+10.4%

0.06%Expense ratio$6 · $3 a year on $10k · lower is better0.03%

0.65%Trailing 12-mo yield$65 · $41 a year on $10k0.41%

−11.4%Worst dropSmaller is better−15.1%

18.8%VolatilityLower is calmer19.1%

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

5–3ISCG wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ISCG vs VUG: Top 5 Holdings

Today

ISCG

3.7%in top 5

VUG

in top 545.2%

ISCGStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

1.0%OKTAnot top 5

0.8%TEAMnot top 5

0.7%GHnot top 5

0.6%Unot top 5

0.6%NBIXnot top 5

Held in common0.2%

End-of-day Nov 10, 2026 · share of each fund

ISCG vs VUG Returns, Every Period

iSharesISCG

+3.7%

5 years, per year

VUGVanguard

+10.4%

5 years, per year

ISCGVUGFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

ISCG vs IJR

YTD

iSharesISCG

+10.9%

IJRiShares

+18.5%

+10.9%Year to date+18.5%

−11.4%Worst drop · 1Y−9.7%

18.8%Volatility · 1Y16.3%

0.7%Yield1.2%

$967MAssets$107B

4–0IJR wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ISCG, IJR, IVV, VUG

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VUG0.03%$3

ISCG0.06%$6

IJR0.06%$6

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

Yields: ISCG, IJR, IVV, VUG

1.21%highest, IJR

FundTrailing yieldYield$10k

IJR1.21%$121

IVV1.11%$111

ISCG0.65%$65

VUG0.41%$41

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

IVV$111 − $3 = $108

ISCG$65 − $6 = $59

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: ISCG, IJR, IVV, VUG

Today

55.3%most shared, IVV and VUG

ISCGIJRIVVVUG

ISCG—25.0%0.7%0.2%

IJR25.0%—0.0%0.0%

IVV0.7%0.0%—55.3%

VUG0.2%0.0%55.3%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+21.3%IJR, at 16.3% volatility

IVVWorst drop−8.9%13.8% vol

IJRWorst drop−9.7%16.3% vol

ISCGWorst drop−11.4%18.8% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

IJRISCG

+18.5%Year to date+10.9%

1.2%Yield0.7%

+21.3%Past year+13.1%

0.06%Fee0.06%

3–0IJR wins

End-of-day Nov 10, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

+10.9%Year to date+10.9%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 10, 2026