Compare · 3 funds side by side · dividends reinvested

ISCG, IWF and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,441IWF · best of the three

02 / 04

ISCG, IWF and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B1.4

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%$927M2.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.5

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 · IWF 2000 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Small-Cap Growth ETF · $927M$11,960

ISCG

IWF

iShares Russell 1000 Growth ETF · $113B$15,441

$10,000 five years ago, dividends reinvested · they hold 1.8% in common

ISCGMeasureIWF

+7.9%Year to dateJan 1 → Nov 6−5.3%

+9.1%1 yearTotal return−6.5%

+18.9%3 years · per year$10,000 became $16,813 · $17,022+19.4%

+3.6%5 years · per year$10,000 became $11,960 · $15,442+9.1%

0.06%Expense ratio$6 · $18 a year on $10k · lower is better0.18%

0.67%Trailing 12-mo yield$67 · $39 a year on $10k0.39%

−11.4%Worst dropSmaller is better−14.6%

18.5%VolatilityLower is calmer19.4%

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

6–2ISCG 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 IWF: Top 5 Holdings

Today

ISCG

4.0%in top 5

IWF

in top 539.8%

ISCGStockIWF

not top 5NVDA14.1%

not top 5AAPL9.0%

not top 5MSFT6.6%

not top 5GOOGL5.5%

not top 5AVGO4.5%

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

Held in common1.8%

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

ISCG vs IWF Returns, Every Period

iSharesISCG

+3.6%

5 years, per year

IWFiShares

+9.1%

5 years, per year

ISCGIWFFaded: behind in that period

2–2Level

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

ISCG vs IJH

YTD

iSharesISCG

+7.9%

IJHiShares

+9.5%

+7.9%Year to date+9.5%

−11.4%Worst drop · 1Y−8.8%

18.5%Volatility · 1Y15.5%

0.7%Yield1.3%

$927MAssets$121B

4–0IJH wins

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

Cost, Income and Risk

Fees: ISCG, IWF, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

ISCG0.06%$6

IWF0.18%$18

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

Yields: ISCG, IWF, IJH

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

ISCG0.67%$67

IWF0.39%$39

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

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

ISCG$67 − $6 = $61

IWF$39 − $18 = $21

KeptFee

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

Overlap: ISCG, IWF, IJH

Today

39.5%most shared, ISCG and IJH

ISCGIWFIJH

ISCG—1.8%39.5%

IWF1.8%—1.9%

IJH39.5%1.9%—

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

Return vs Bumpiness: 3 ETFs

+12.9%IJH, at 15.5% volatility

IJHWorst drop−8.8%15.5% vol

ISCGWorst drop−11.4%18.5% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

IJHISCG

+9.5%Year to date+7.9%

1.3%Yield0.7%

+12.9%Past year+9.1%

0.05%Fee0.06%

4–0IJH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026