Compare · 4 funds side by side · dividends reinvested

ISCG, IJR, VOO and VUG

ISCGiShares×IJRiShares×VOOVanguard×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,543VOO · best of the four

02 / 04

ISCG, IJR, VOO and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.8

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.9%+22.8%+17.4%+5.8%−9.7%16.4%$107B2.1

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.65%+11.8%+14.9%+19.6%+3.9%−11.4%18.8%$967M2.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−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 9, 2026 · returns include dividends · since: ISCG 2004 · IJR 2000 · VOO 2010 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Small-Cap Growth ETF · $967M$12,106

ISCG

IJR

iShares Core S&P Small-Cap ETF · $107B$13,254

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

ISCGMeasureIJR

+11.8%Year to dateJan 1 → Nov 9+18.9%

+14.9%1 yearTotal return+22.8%

+19.6%3 years · per year$10,000 became $17,100 · $16,193+17.4%

+3.9%5 years · per year$10,000 became $12,106 · $13,254+5.8%

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

0.65%Trailing 12-mo yield$65 · $121 a year on $10k1.21%

−11.4%Worst dropSmaller is better−9.7%

18.8%VolatilityLower is calmer16.4%

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

1–6IJR wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ISCG vs IJR: Top 5 Holdings

Today

ISCG

3.8%in top 5

IJR

in top 52.6%

ISCGStockIJR

1.0%OKTAnot top 5

0.8%TEAMnot top 5

0.7%ROKUnot top 5

0.7%GHnot top 5

0.6%Unot top 5

not top 5PAYC0.5%

not top 5RHP0.5%

not top 5MTCH0.5%

not top 5LTH0.5%

not top 5VSAT0.5%

Held in common25.0%

End-of-day Nov 9, 2026 · share of each fund

ISCG vs IJR Returns, Every Period

iSharesISCG

+3.9%

5 years, per year

IJRiShares

+5.8%

5 years, per year

ISCGIJRFaded: behind in that period

1–3IJR wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

ISCG vs IJR

YTD

iSharesISCG

+11.8%

IJRiShares

+18.9%

+11.8%Year to date+18.9%

−11.4%Worst drop · 1Y−9.7%

18.8%Volatility · 1Y16.4%

0.6%Yield1.2%

$967MAssets$107B

4–0IJR wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ISCG, IJR, VOO, VUG

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

VUG0.03%$3

ISCG0.06%$6

IJR0.06%$6

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: ISCG, IJR, VOO, VUG

1.21%highest, IJR

FundTrailing yieldYield$10k

IJR1.21%$121

VOO1.07%$107

ISCG0.65%$65

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

VOO$107 − $3 = $104

ISCG$65 − $6 = $59

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: ISCG, IJR, VOO, VUG

Today

58.2%most shared, VOO and VUG

ISCGIJRVOOVUG

ISCG—25.0%0.6%0.2%

IJR25.0%—0.0%0.0%

VOO0.6%0.0%—58.2%

VUG0.2%0.0%58.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+22.8%IJR, at 16.4% volatility

VOOWorst drop−8.9%13.7% vol

IJRWorst drop−9.7%16.4% vol

ISCGWorst drop−11.4%18.8% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IJRISCG

+18.9%Year to date+11.8%

1.2%Yield0.6%

+22.8%Past year+14.9%

0.06%Fee0.06%

3–0IJR wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026