Compare · 4 funds side by side · dividends reinvested

ISCG, IWF, IVV and IJR

ISCGiShares×IWFiShares×IVViShares×IJRiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,545IVV · best of the four

02 / 04

ISCG, IWF, 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%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.6

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%$104B2.0

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%$934M2.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B3.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: ISCG 2004 · IWF 2000 · IVV 2000 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,545

IVV

ISCG

iShares Morningstar Small-Cap Growth ETF · $934M$12,106

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

IVVMeasureISCG

+11.3%Year to dateJan 1 → Nov 9+11.8%

+13.6%1 yearTotal return+14.9%

+22.0%3 years · per year$10,000 became $18,159 · $17,100+19.6%

+11.9%5 years · per year$10,000 became $17,545 · $12,106+3.9%

0.03%Expense ratio$3 · $6 a year on $10k · lower is better0.06%

1.11%Trailing 12-mo yield$111 · $65 a year on $10k0.65%

−8.9%Worst dropSmaller is better−11.4%

13.8%VolatilityLower is calmer18.8%

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

6–2IVV wins

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

More Ways to See the Pairs

IVV vs ISCG: Top 5 Holdings

Today

IVV

27.8%in top 5

ISCG

in top 53.8%

IVVStockISCG

7.9%AAPLnot top 5

7.1%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5OKTA1.0%

not top 5TEAM0.8%

not top 5ROKU0.7%

not top 5GH0.7%

not top 5U0.6%

Held in common0.7%

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

IVV vs ISCG Returns, Every Period

iSharesIVV

+11.9%

5 years, per year

ISCGiShares

+3.9%

5 years, per year

IVVISCGFaded: behind in that period

2–2Level

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

Core vs Stocks: IVV vs IJR

YTD

iSharesIVV

+11.3%

IJRiShares

+18.9%

+11.3%Year to date+18.9%

−8.9%Worst drop · 1Y−9.7%

13.8%Volatility · 1Y16.4%

1.1%Yield1.2%

$853BAssets$104B

2–2level

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

Cost, Income and Risk

Fees: ISCG, IWF, IVV, IJR

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

ISCG0.06%$6

IJR0.06%$6

IWF0.18%$18

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

Yields: ISCG, IWF, IVV, IJR

1.21%highest, IJR

FundTrailing yieldYield$10k

IJR1.21%$121

IVV1.11%$111

ISCG0.65%$65

IWF0.38%$38

End-of-day Nov 9, 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

IWF$38 − $18 = $20

KeptFee

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

Overlap: ISCG, IWF, IVV, IJR

Today

56.0%most shared, IWF and IVV

ISCGIWFIVVIJR

ISCG—1.8%0.7%25.0%

IWF1.8%—56.0%0.1%

IVV0.7%56.0%—0.0%

IJR25.0%0.1%0.0%—

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

IVVWorst drop−8.9%13.8% vol

IJRWorst drop−9.7%16.4% vol

ISCGWorst drop−11.4%18.8% vol

IWFWorst drop−14.6%19.5% 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$59.7B

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$853B

0–0level

End-of-day Nov 9, 2026