Compare · 2 funds side by side · dividends reinvested

ISCG and IWM

ISCGiShares×IWMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,509IWM · best of the two

02 / 04

ISCG and IWM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.98%+14.4%+14.8%+21.3%+5.5%−11.1%18.1%$75.8B1.3

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.65%+11.5%+11.8%+21.1%+4.5%−11.4%18.0%$966M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: ISCG 2004 · IWM 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Small-Cap Growth ETF · $966M$12,768

ISCG

IWM

iShares Russell 2000 ETF · $75.8B$13,509

$10,000 five years ago, dividends reinvested · they hold 40.1% in common

ISCGMeasureIWM

+11.5%Year to dateJan 1 → Nov 4+14.4%

+11.8%1 yearTotal return+14.8%

+21.1%3 years · per year$10,000 became $17,747 · $17,832+21.3%

+4.5%5 years · per year$10,000 became $12,435 · $13,064+5.5%

0.06%Expense ratio$6 · $19 a year on $10k · lower is better0.19%

0.65%Trailing 12-mo yield$65 · $98 a year on $10k0.98%

−11.4%Worst dropSmaller is better−11.1%

18.0%VolatilityLower is calmer18.1%

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

2–6IWM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ISCG vs IWM: Top 5 Holdings

Today

ISCG

4.1%in top 5

IWM

in top 51.9%

ISCGStockIWM

1.1%OKTAnot top 5

1.0%TEAMnot top 5

0.7%GHnot top 5

0.7%ROKUnot top 5

0.6%RBRKnot top 5

not top 5GKOS0.5%

not top 5BTSG0.4%

not top 5MOG-A0.3%

not top 5UMBF0.3%

not top 5VSAT0.3%

Held in common40.1%

End-of-day Nov 4, 2026 · share of each fund

ISCG vs IWM Returns, Every Period

iSharesISCG

+4.5%

5 years, per year

IWMiShares

+5.5%

5 years, per year

ISCGIWMFaded: behind in that period

0–4IWM wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

ISCG vs IWM

YTD

iSharesISCG

+11.5%

IWMiShares

+14.4%

+11.5%Year to date+14.4%

−11.4%Worst drop · 1Y−11.1%

18.0%Volatility · 1Y18.1%

0.7%Yield1.0%

$966MAssets$75.8B

3–1IWM wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ISCG, IWM

Today

0.06%lowest, ISCG

FundExpense ratioFee$10k

ISCG0.06%$6

IWM0.19%$19

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: ISCG, IWM

0.98%highest, IWM

FundTrailing yieldYield$10k

IWM0.98%$98

ISCG0.65%$65

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$79most kept, IWM

IWM$98 − $19 = $79

ISCG$65 − $6 = $59

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: ISCG, IWM

Today

40.1%most shared, ISCG and IWM

ISCGIWM

ISCG—40.1%

IWM40.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.8%IWM, at 18.1% volatility

ISCGWorst drop−11.4%18.0% vol

IWMWorst drop−11.1%18.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IWMISCG

+14.4%Year to date+11.5%

1.0%Yield0.7%

+14.8%Past year+11.8%

0.19%Fee0.06%

3–1IWM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+14.4%

VBVanguard

+14.4%

+14.4%Year to date+14.4%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–0VB wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026