Compare · 4 funds side by side · dividends reinvested

ISCG, SPY, IWF and VUG

ISCGiShares×SPYSPDR×IWFiShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,118SPY · best of the four

02 / 04

ISCG, SPY, IWF 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%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.4

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.67%+7.9%+9.1%+18.9%+3.6%−11.4%18.5%$934M2.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$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 6, 2026 · returns include dividends · since: ISCG 2004 · SPY 1993 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,124

VUG

ISCG

iShares Morningstar Small-Cap Growth ETF · $934M$11,960

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

VUGMeasureISCG

+1.4%Year to dateJan 1 → Nov 6+7.9%

+0.2%1 yearTotal return+9.1%

+22.6%3 years · per year$10,000 became $18,415 · $16,813+18.9%

+10.0%5 years · per year$10,000 became $16,124 · $11,960+3.6%

0.03%Expense ratio$3 · $6 a year on $10k · lower is better0.06%

0.42%Trailing 12-mo yield$42 · $67 a year on $10k0.67%

−15.1%Worst dropSmaller is better−11.4%

19.0%VolatilityLower is calmer18.5%

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

3–5ISCG wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VUG vs ISCG: Top 5 Holdings

Today

VUG

45.2%in top 5

ISCG

in top 54.0%

VUGStockISCG

13.5%NVDAnot top 5

12.5%AAPLnot top 5

9.7%MSFTnot top 5

5.2%GOOGLnot top 5

4.3%AVGOnot top 5

not top 5TEAM1.0%

not top 5OKTA1.0%

not top 5ROKU0.7%

not top 5GH0.7%

not top 5U0.6%

Held in common0.2%

End-of-day Nov 6, 2026 · share of each fund

VUG vs ISCG Returns, Every Period

VanguardVUG

+10.0%

5 years, per year

ISCGiShares

+3.6%

5 years, per year

VUGISCGFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: VUG vs SPY

YTD

VanguardVUG

+1.4%

SPYSPDR

+8.7%

+1.4%Year to date+8.7%

−15.1%Worst drop · 1Y−8.9%

19.0%Volatility · 1Y13.6%

0.4%Yield1.0%

$233BAssets$819B

4–0SPY wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ISCG, SPY, IWF, 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 6, 2026 · fee on $10,000 a year

Yields: ISCG, SPY, IWF, VUG

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

ISCG0.67%$67

VUG0.42%$42

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

ISCG$67 − $6 = $61

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: ISCG, SPY, IWF, VUG

Today

78.0%most shared, IWF and VUG

ISCGSPYIWFVUG

ISCG—0.7%1.8%0.2%

SPY0.7%—55.7%54.8%

IWF1.8%55.7%—78.0%

VUG0.2%54.8%78.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+9.7%SPY, at 13.6% volatility

SPYWorst drop−8.9%13.6% vol

ISCGWorst drop−11.4%18.5% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SPYISCG

+8.7%Year to date+7.9%

1.0%Yield0.7%

+9.7%Past year+9.1%

0.09%Fee0.06%

3–1SPY wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026