Compare · 3 funds side by side · dividends reinvested

ISCG, SPYM and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

ISCG, SPYM and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.4

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.6

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%$927M3.0

Rank among the three1st → 3rdFee, 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 · SPYM 2005 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

SPYM

ISCG

iShares Morningstar Small-Cap Growth ETF · $927M$11,960

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

SPYMMeasureISCG

+8.8%Year to dateJan 1 → Nov 6+7.9%

+9.8%1 yearTotal return+9.1%

+21.8%3 years · per year$10,000 became $18,082 · $16,813+18.9%

+11.4%5 years · per year$10,000 became $17,192 · $11,960+3.6%

0.02%Expense ratio$2 · $6 a year on $10k · lower is better0.06%

1.05%Trailing 12-mo yield$105 · $67 a year on $10k0.67%

−8.9%Worst dropSmaller is better−11.4%

13.6%VolatilityLower is calmer18.5%

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

8–0SPYM wins

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

More Ways to See the Pairs

SPYM vs ISCG: Top 5 Holdings

Today

SPYM

27.8%in top 5

ISCG

in top 54.0%

SPYMStockISCG

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5TEAM1.0%

not top 5OKTA1.0%

not top 5ROKU0.7%

not top 5GH0.7%

not top 5U0.6%

Held in common0.7%

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

SPYM vs ISCG Returns, Every Period

SPDRSPYM

+11.4%

5 years, per year

ISCGiShares

+3.6%

5 years, per year

SPYMISCGFaded: behind in that period

4–0SPYM wins

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

SPYM vs VOO

YTD

SPDRSPYM

+8.8%

VOOVanguard

+8.7%

+8.8%Year to date+8.7%

−8.9%Worst drop · 1Y−8.9%

13.6%Volatility · 1Y13.5%

1.1%Yield1.1%

$182BAssets$1.00T

1–1level

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

Cost, Income and Risk

Fees: ISCG, SPYM, VOO

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VOO0.03%$3

ISCG0.06%$6

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: ISCG, SPYM, VOO

1.10%highest, VOO

FundTrailing yieldYield$10k

VOO1.10%$110

SPYM1.05%$105

ISCG0.67%$67

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

SPYM$105 − $2 = $103

ISCG$67 − $6 = $61

KeptFee

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

Overlap: ISCG, SPYM, VOO

Today

92.2%most shared, SPYM and VOO

ISCGSPYMVOO

ISCG—0.7%0.6%

SPYM0.7%—92.2%

VOO0.6%92.2%—

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

Return vs Bumpiness: 3 ETFs

+9.8%VOO, at 13.5% volatility

VOOWorst drop−8.9%13.5% vol

SPYMWorst drop−8.9%13.6% vol

ISCGWorst drop−11.4%18.5% vol

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

Paid More vs Made More

YTD

VOOSPYM

+8.7%Year to date+8.8%

1.1%Yield1.1%

+9.8%Past year+9.8%

0.03%Fee0.02%

2–0SPYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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