Compare · 4 funds side by side · dividends reinvested

ISCG, IWF, SPY and VUG

ISCGiShares×IWFiShares×SPYSPDR×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,493SPY · best of the four

02 / 04

ISCG, IWF, SPY and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B1.6

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%$934M2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B3.6

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 · SPY 1993 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $115B$15,892

IWF

ISCG

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

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

IWFMeasureISCG

−2.5%Year to dateJan 1 → Nov 9+11.8%

−2.2%1 yearTotal return+14.9%

+19.8%3 years · per year$10,000 became $17,207 · $17,100+19.6%

+9.7%5 years · per year$10,000 became $15,892 · $12,106+3.9%

0.18%Expense ratio$18 · $6 a year on $10k · lower is better0.06%

0.38%Trailing 12-mo yield$38 · $65 a year on $10k0.65%

−14.6%Worst dropSmaller is better−11.4%

19.5%VolatilityLower is calmer18.8%

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

2–6ISCG wins

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

More Ways to See the Pairs

IWF vs ISCG: Top 5 Holdings

Today

IWF

39.7%in top 5

ISCG

in top 53.8%

IWFStockISCG

14.3%NVDAnot top 5

8.8%AAPLnot top 5

6.5%MSFTnot top 5

5.5%GOOGLnot top 5

4.5%AVGOnot top 5

not top 5OKTA1.0%

not top 5TEAM0.8%

not top 5ROKU0.7%

not top 5GH0.7%

not top 5U0.6%

Held in common1.8%

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

IWF vs ISCG Returns, Every Period

iSharesIWF

+9.7%

5 years, per year

ISCGiShares

+3.9%

5 years, per year

IWFISCGFaded: behind in that period

2–2Level

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

Stocks vs Core: IWF vs SPY

YTD

iSharesIWF

−2.5%

SPYSPDR

+11.2%

−2.5%Year to date+11.2%

−14.6%Worst drop · 1Y−8.9%

19.5%Volatility · 1Y13.7%

0.4%Yield1.0%

$115BAssets$778B

4–0SPY wins

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

Cost, Income and Risk

Fees: ISCG, IWF, SPY, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

ISCG0.06%$6

SPY0.09%$9

IWF0.18%$18

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

Yields: ISCG, IWF, SPY, VUG

1.01%highest, SPY

FundTrailing yieldYield$10k

SPY1.01%$101

ISCG0.65%$65

VUG0.41%$41

IWF0.38%$38

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

Income After Fees on $10,000

$92most kept, SPY

SPY$101 − $9 = $92

ISCG$65 − $6 = $59

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

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

Overlap: ISCG, IWF, SPY, VUG

Today

78.1%most shared, IWF and VUG

ISCGIWFSPYVUG

ISCG—1.8%0.7%0.2%

IWF1.8%—55.9%78.1%

SPY0.7%55.9%—55.1%

VUG0.2%78.1%55.1%—

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

Return vs Bumpiness: 4 ETFs

+14.9%ISCG, at 18.8% volatility

SPYWorst drop−8.9%13.7% vol

ISCGWorst drop−11.4%18.8% vol

VUGWorst drop−15.1%19.1% 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

SPYISCG

+11.2%Year to date+11.8%

1.0%Yield0.6%

+13.5%Past year+14.9%

0.09%Fee0.06%

3–1ISCG 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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026