Compare · 3 funds side by side · dividends reinvested

ISCG, SPY and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,118IVV · best of the three

02 / 04

ISCG, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$872B1.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$798B1.9

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.65%+12.3%+13.0%+21.2%+5.0%−11.4%18.0%$966M2.9

Rank among the three1st → 3rdFee, 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 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

ISCG

SPY

State Street SPDR S&P 500 ETF · $798B$18,060

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

ISCGMeasureSPY

+12.3%Year to dateJan 1 → Nov 4+13.3%

+13.0%1 yearTotal return+13.4%

+21.2%3 years · per year$10,000 became $17,783 · $19,132+24.1%

+5.0%5 years · per year$10,000 became $12,768 · $18,060+12.6%

0.06%Expense ratio$6 · $9 a year on $10k · lower is better0.09%

0.65%Trailing 12-mo yield$65 · $99 a year on $10k0.99%

−11.4%Worst dropSmaller is better−8.9%

18.0%VolatilityLower is calmer12.9%

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

1–7SPY 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 SPY: Top 5 Holdings

Today

ISCG

4.1%in top 5

SPY

in top 527.3%

ISCGStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

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

Held in common0.7%

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

ISCG vs SPY Returns, Every Period

iSharesISCG

+5.0%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

ISCGSPYFaded: behind in that period

0–4SPY wins

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

Stocks vs Core: ISCG vs IVV

YTD

iSharesISCG

+12.3%

IVViShares

+13.4%

+12.3%Year to date+13.4%

−11.4%Worst drop · 1Y−8.9%

18.0%Volatility · 1Y12.9%

0.6%Yield1.1%

$966MAssets$872B

4–0IVV wins

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

Cost, Income and Risk

Fees: ISCG, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

ISCG0.06%$6

SPY0.09%$9

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

Yields: ISCG, SPY, IVV

1.09%highest, IVV

FundTrailing yieldYield$10k

IVV1.09%$109

SPY0.99%$99

ISCG0.65%$65

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

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

SPY$99 − $9 = $90

ISCG$65 − $6 = $59

KeptFee

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

Overlap: ISCG, SPY, IVV

Today

99.9%most shared, SPY and IVV

ISCGSPYIVV

ISCG—0.7%0.7%

SPY0.7%—99.9%

IVV0.7%99.9%—

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

Return vs Bumpiness: 3 ETFs

+13.5%IVV, at 12.9% volatility

SPYWorst drop−8.9%12.9% vol

IVVWorst drop−8.9%12.9% vol

ISCGWorst drop−11.4%18.0% vol

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

Paid More vs Made More

YTD

IVVSPY

+13.4%Year to date+13.3%

1.1%Yield1.0%

+13.5%Past year+13.4%

0.03%Fee0.09%

4–0IVV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026