Compare · 4 funds side by side · dividends reinvested

ISCG, SPY, IWF and VTI

ISCGiShares×SPYSPDR×IWFiShares×VTIVanguard×

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, SPY, IWF and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.06%+11.6%+13.9%+21.8%+10.8%−8.9%13.9%$689B1.8

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%$778B1.9

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%$967M2.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B3.8

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 · SPY 1993 · IWF 2000 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Small-Cap Growth ETF · $967M$12,106

ISCG

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

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

ISCGMeasureSPY

+11.8%Year to dateJan 1 → Nov 9+11.2%

+14.9%1 yearTotal return+13.5%

+19.6%3 years · per year$10,000 became $17,100 · $18,118+21.9%

+3.9%5 years · per year$10,000 became $12,106 · $17,493+11.8%

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

0.65%Trailing 12-mo yield$65 · $101 a year on $10k1.01%

−11.4%Worst dropSmaller is better−8.9%

18.8%VolatilityLower is calmer13.7%

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

3–5SPY 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 SPY: Top 5 Holdings

Today

ISCG

3.8%in top 5

SPY

in top 527.8%

ISCGStockSPY

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

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 common0.7%

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

ISCG vs SPY Returns, Every Period

iSharesISCG

+3.9%

5 years, per year

SPYSPDR

+11.8%

5 years, per year

ISCGSPYFaded: behind in that period

2–2Level

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

Stocks vs Core: ISCG vs VTI

YTD

iSharesISCG

+11.8%

VTIVanguard

+11.6%

+11.8%Year to date+11.6%

−11.4%Worst drop · 1Y−8.9%

18.8%Volatility · 1Y13.9%

0.6%Yield1.1%

$967MAssets$689B

3–1VTI wins

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

Cost, Income and Risk

Fees: ISCG, SPY, IWF, VTI

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

ISCG0.06%$6

SPY0.09%$9

IWF0.18%$18

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

Yields: ISCG, SPY, IWF, VTI

1.06%highest, VTI

FundTrailing yieldYield$10k

VTI1.06%$106

SPY1.01%$101

ISCG0.65%$65

IWF0.38%$38

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

Income After Fees on $10,000

$103most kept, VTI

VTI$106 − $3 = $103

SPY$101 − $9 = $92

ISCG$65 − $6 = $59

IWF$38 − $18 = $20

KeptFee

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

Overlap: ISCG, SPY, IWF, VTI

Today

86.0%most shared, SPY and VTI

ISCGSPYIWFVTI

ISCG—0.7%1.8%5.5%

SPY0.7%—55.9%86.0%

IWF1.8%55.9%—55.8%

VTI5.5%86.0%55.8%—

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

VTIWorst drop−8.9%13.9% 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

VTIISCG

+11.6%Year to date+11.8%

1.1%Yield0.6%

+13.9%Past year+14.9%

0.03%Fee0.06%

2–2level

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

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI 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$61.4B

1–1level

End-of-day Nov 9, 2026