Compare · 4 funds side by side · dividends reinvested

ISCG, SPYM, SPY and VUG

ISCGiShares×SPYMSPDR×SPYSPDR×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,555SPYM · best of the four

02 / 04

ISCG, SPYM, SPY and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.5

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%$778B2.5

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%$934M2.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B3.3

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 · SPYM 2005 · SPY 1993 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Small-Cap Growth ETF · $934M$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

4.0%in top 5

SPY

in top 527.8%

ISCGStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

1.0%TEAMnot top 5

1.0%OKTAnot 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 SPYM

YTD

iSharesISCG

+11.8%

SPYMSPDR

+11.3%

+11.8%Year to date+11.3%

−11.4%Worst drop · 1Y−8.9%

18.8%Volatility · 1Y13.7%

0.6%Yield1.0%

$934MAssets$179B

3–1SPYM wins

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

Cost, Income and Risk

Fees: ISCG, SPYM, SPY, VUG

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VUG0.03%$3

ISCG0.06%$6

SPY0.09%$9

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

Yields: ISCG, SPYM, SPY, VUG

1.03%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.03%$103

SPY1.01%$101

ISCG0.65%$65

VUG0.41%$41

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

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

ISCG$65 − $6 = $59

VUG$41 − $3 = $38

KeptFee

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

Overlap: ISCG, SPYM, SPY, VUG

Today

99.9%most shared, SPYM and SPY

ISCGSPYMSPYVUG

ISCG—0.7%0.7%0.2%

SPYM0.7%—99.9%54.8%

SPY0.7%99.9%—54.8%

VUG0.2%54.8%54.8%—

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

SPYMWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.7% vol

ISCGWorst drop−11.4%18.8% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMISCG

+11.3%Year to date+11.8%

1.0%Yield0.6%

+13.6%Past year+14.9%

0.02%Fee0.06%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026