Compare · 4 funds side by side · dividends reinvested

ISCG, IJR, SCHD and VO

ISCGiShares×IJRiShares×SCHDSchwab×VOVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,418SCHD · best of the four

Story of the four · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the four · RiskSmallest drop

ISCG, IJR, SCHD and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.1

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.33%+15.0%+15.0%+18.8%+6.9%−8.2%13.1%$103B2.3

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.20%+19.4%+21.0%+16.9%+5.5%−9.7%16.3%$106B2.8

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.65%+12.3%+13.2%+19.1%+3.7%−11.4%18.8%$962M3.5

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

End-of-day Nov 11, 2026 · returns include dividends · since: ISCG 2004 · IJR 2000 · SCHD 2011 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Morningstar Small-Cap Growth ETF · $962M$11,972

ISCG

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ISCG vs IJR: Top 5 Holdings

Today

ISCG

3.7%in top 5

IJR

in top 52.7%

ISCGStockIJR

1.0%OKTAnot top 5

0.8%TEAMnot top 5

0.7%GHnot top 5

0.6%Unot top 5

not top 5VSAT0.6%

Cost, Income and Risk

Fees: ISCG, IJR, SCHD, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

ISCG0.06%$6

IJR0.06%$6

SCHD0.06%$6

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

IJR

iShares Core S&P Small-Cap ETF · $106B$13,039

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

ISCGMeasureIJR

+12.3%Year to dateJan 1 → Nov 11+19.4%

+13.2%1 yearTotal return+21.0%

+19.1%3 years · per year$10,000 became $16,884 · $15,982+16.9%

+3.7%5 years · per year$10,000 became $11,972 · $13,039+5.5%

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

0.65%Trailing 12-mo yield$65 · $120 a year on $10k1.20%

−11.4%Worst dropSmaller is better−9.7%

18.8%VolatilityLower is calmer16.3%

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

1–6IJR wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.6%NBIXnot top 5

not top 5RHP0.5%

not top 5MTCH0.5%

not top 5PAYC0.5%

not top 5TGTX0.5%

Held in common25.0%

End-of-day Nov 11, 2026 · share of each fund

ISCG vs IJR Returns, Every Period

5Y

iSharesISCG

+3.7%

5 years, per year

IJRiShares

+5.5%

5 years, per year

ISCGIJRFaded: behind in that period

1–3IJR wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Income: ISCG vs SCHD

YTD

iSharesISCG

+12.3%

SCHDSchwab

+34.6%

+12.3%Year to date+34.6%

−11.4%Worst drop · 1Y−6.9%

18.8%Volatility · 1Y11.8%

0.6%Yield2.9%

$962MAssets$123B

4–0SCHD wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: ISCG, IJR, SCHD, VO

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

VO1.33%$133

IJR1.20%$120

ISCG0.65%$65

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

VO$133 − $3 = $130

IJR$120 − $6 = $114

ISCG$65 − $6 = $59

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: ISCG, IJR, SCHD, VO

Today

25.0%most shared, ISCG and IJR

ISCGIJRSCHDVO

ISCG—25.0%0.9%0.5%

IJR25.0%—1.2%0.0%

SCHD0.9%1.2%—6.9%

VO0.5%0.0%6.9%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

VOWorst drop−8.2%13.1% vol

IJRWorst drop−9.7%16.3% vol

ISCGWorst drop−11.4%18.8% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDIJR

+34.6%Year to date+19.4%

2.9%Yield1.2%

+39.3%Past year+21.0%

0.06%Fee0.06%

3–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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ISCG, IJR, SCHD and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four