Compare · 3 funds side by side · dividends reinvested

ISCG, IVV and IJR

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177IVV · best of the three

02 / 04

ISCG, IVV and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.4

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$104B1.8

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.67%+7.9%+9.1%+18.9%+3.6%−11.4%18.5%$934M2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: ISCG 2004 · IVV 2000 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Small-Cap Growth ETF · $934M$11,960

ISCG

IJR

iShares Core S&P Small-Cap ETF · $104B$13,170

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

ISCGMeasureIJR

+7.9%Year to dateJan 1 → Nov 6+15.5%

+9.1%1 yearTotal return+17.6%

+18.9%3 years · per year$10,000 became $16,813 · $16,147+17.3%

+3.6%5 years · per year$10,000 became $11,960 · $13,170+5.7%

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

0.67%Trailing 12-mo yield$67 · $124 a year on $10k1.24%

−11.4%Worst dropSmaller is better−9.7%

18.5%VolatilityLower is calmer16.2%

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

1–6IJR wins

End-of-day Nov 6, 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

4.0%in top 5

IJR

in top 52.6%

ISCGStockIJR

1.0%TEAMnot top 5

1.0%OKTAnot top 5

0.7%ROKUnot top 5

0.7%GHnot top 5

0.6%Unot top 5

not top 5PAYC0.6%

not top 5LTH0.5%

not top 5MTCH0.5%

not top 5RHP0.5%

not top 5PTGX0.5%

Held in common25.0%

End-of-day Nov 6, 2026 · share of each fund

ISCG vs IJR Returns, Every Period

iSharesISCG

+3.6%

5 years, per year

IJRiShares

+5.7%

5 years, per year

ISCGIJRFaded: behind in that period

1–3IJR wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

ISCG vs IJR

YTD

iSharesISCG

+7.9%

IJRiShares

+15.5%

+7.9%Year to date+15.5%

−11.4%Worst drop · 1Y−9.7%

18.5%Volatility · 1Y16.2%

0.7%Yield1.2%

$934MAssets$104B

4–0IJR wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ISCG, IVV, IJR

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

ISCG0.06%$6

IJR0.06%$6

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: ISCG, IVV, IJR

1.24%highest, IJR

FundTrailing yieldYield$10k

IJR1.24%$124

IVV1.14%$114

ISCG0.67%$67

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

IVV$114 − $3 = $111

ISCG$67 − $6 = $61

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: ISCG, IVV, IJR

Today

25.0%most shared, ISCG and IJR

ISCGIVVIJR

ISCG—0.7%25.0%

IVV0.7%—0.0%

IJR25.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.6%IJR, at 16.2% volatility

IVVWorst drop−8.9%13.6% vol

IJRWorst drop−9.7%16.2% vol

ISCGWorst drop−11.4%18.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IJRIVV

+15.5%Year to date+8.7%

1.2%Yield1.1%

+17.6%Past year+9.8%

0.06%Fee0.03%

3–1IJR wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026