Compare · 4 funds side by side · dividends reinvested

ISCG, SPYM, VUG and VOO

ISCGiShares×SPYMSPDR×VUGVanguard×VOOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,164SPYM · best of the four

02 / 04

ISCG, SPYM, VUG 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%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B3.3

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.68%+6.9%+9.6%+18.7%+3.5%−11.4%18.6%$927M3.4

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: ISCG 2004 · SPYM 2005 · VUG 2004 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Small-Cap Growth ETF · $927M$11,876

ISCG

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

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

ISCGMeasureSPYM

+6.9%Year to dateJan 1 → Nov 5+8.4%

+9.6%1 yearTotal return+9.8%

+18.7%3 years · per year$10,000 became $16,721 · $18,222+22.1%

+3.5%5 years · per year$10,000 became $11,876 · $17,164+11.4%

0.06%Expense ratio$6 · $2 a year on $10k · lower is better0.02%

0.68%Trailing 12-mo yield$68 · $106 a year on $10k1.06%

−11.4%Worst dropSmaller is better−8.9%

18.6%VolatilityLower is calmer13.6%

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

0–8SPYM wins

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

More Ways to See the Pairs

ISCG vs SPYM: Top 5 Holdings

Today

ISCG

4.1%in top 5

SPYM

in top 527.7%

ISCGStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

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 5, 2026 · share of each fund

ISCG vs SPYM Returns, Every Period

iSharesISCG

+3.5%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

ISCGSPYMFaded: behind in that period

0–4SPYM wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: ISCG vs VOO

YTD

iSharesISCG

+6.9%

VOOVanguard

+8.4%

+6.9%Year to date+8.4%

−11.4%Worst drop · 1Y−8.9%

18.6%Volatility · 1Y13.5%

0.7%Yield1.1%

$927MAssets$1.00T

4–0VOO wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ISCG, SPYM, VUG, VOO

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VUG0.03%$3

VOO0.03%$3

ISCG0.06%$6

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: ISCG, SPYM, VUG, VOO

1.10%highest, VOO

FundTrailing yieldYield$10k

VOO1.10%$110

SPYM1.06%$106

ISCG0.68%$68

VUG0.43%$43

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

SPYM$106 − $2 = $104

ISCG$68 − $6 = $62

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: ISCG, SPYM, VUG, VOO

Today

93.5%most shared, SPYM and VOO

ISCGSPYMVUGVOO

ISCG—0.7%0.2%0.6%

SPYM0.7%—55.4%93.5%

VUG0.2%55.4%—58.2%

VOO0.6%93.5%58.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+9.8%SPYM, at 13.6% volatility

VOOWorst drop−8.9%13.5% vol

SPYMWorst drop−8.9%13.6% vol

ISCGWorst drop−11.4%18.6% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VOOSPYM

+8.4%Year to date+8.4%

1.1%Yield1.1%

+9.8%Past year+9.8%

0.03%Fee0.02%

1–0SPYM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026