Compare · 4 funds side by side · dividends reinvested

ISCG, IWF, VIG and VO

ISCGiShares×IWFiShares×VIGVanguard×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,638VIG · best of the four

02 / 04

ISCG, IWF, VIG and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.4

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B2.3

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%$934M3.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B3.4

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 · VIG 2006 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

ISCG

VIG

Vanguard Dividend Appreciation ETF · $109B$16,638

$10,000 five years ago, dividends reinvested · they hold 2.7% in common

ISCGMeasureVIG

+11.8%Year to dateJan 1 → Nov 9+14.8%

+14.9%1 yearTotal return+17.6%

+19.6%3 years · per year$10,000 became $17,100 · $16,775+18.8%

+3.9%5 years · per year$10,000 became $12,106 · $16,638+10.7%

0.06%Expense ratio$6 · $4 a year on $10k · lower is better0.04%

0.65%Trailing 12-mo yield$65 · $146 a year on $10k1.46%

−11.4%Worst dropSmaller is better−7.9%

18.8%VolatilityLower is calmer11.0%

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

1–7VIG 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 VIG: Top 5 Holdings

Today

ISCG

3.8%in top 5

VIG

in top 522.1%

ISCGStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

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

Held in common2.7%

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

ISCG vs VIG Returns, Every Period

iSharesISCG

+3.9%

5 years, per year

VIGVanguard

+10.7%

5 years, per year

ISCGVIGFaded: behind in that period

1–3VIG wins

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

Stocks vs Income: ISCG vs VIG

YTD

iSharesISCG

+11.8%

VIGVanguard

+14.8%

+11.8%Year to date+14.8%

−11.4%Worst drop · 1Y−7.9%

18.8%Volatility · 1Y11.0%

0.6%Yield1.5%

$934MAssets$109B

4–0VIG wins

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

Cost, Income and Risk

Fees: ISCG, IWF, VIG, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VIG0.04%$4

ISCG0.06%$6

IWF0.18%$18

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

Yields: ISCG, IWF, VIG, VO

1.46%highest, VIG

FundTrailing yieldYield$10k

VIG1.46%$146

VO1.35%$135

ISCG0.65%$65

IWF0.38%$38

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

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

VO$135 − $3 = $132

ISCG$65 − $6 = $59

IWF$38 − $18 = $20

KeptFee

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

Overlap: ISCG, IWF, VIG, VO

Today

32.6%most shared, IWF and VIG

ISCGIWFVIGVO

ISCG—1.8%2.7%0.4%

IWF1.8%—32.6%9.2%

VIG2.7%32.6%—13.5%

VO0.4%9.2%13.5%—

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

Return vs Bumpiness: 4 ETFs

+17.6%VIG, at 11.0% volatility

VIGWorst drop−7.9%11.0% vol

VOWorst drop−8.2%13.1% 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

VIGVO

+14.8%Year to date+13.6%

1.5%Yield1.4%

+17.6%Past year+15.6%

0.04%Fee0.03%

3–1VIG wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

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

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026