Compare · 3 funds side by side · dividends reinvested

ISCG, VBR and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,330IWF · best of the three

02 / 04

ISCG, VBR and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.83%+15.9%+20.7%+19.3%+8.7%−8.9%14.3%$35.1B1.3

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%$974M2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.5

Rank among the three1st → 3rdFee, 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 · VBR 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Small-Cap Growth ETF · $974M$11,876

ISCG

VBR

Vanguard Morningstar Small-Cap Value ETF · $35.1B$15,143

$10,000 five years ago, dividends reinvested · they hold 28.1% in common

ISCGMeasureVBR

+6.9%Year to dateJan 1 → Nov 5+15.9%

+9.6%1 yearTotal return+20.7%

+18.7%3 years · per year$10,000 became $16,721 · $16,965+19.3%

+3.5%5 years · per year$10,000 became $11,876 · $15,143+8.7%

0.06%Expense ratio$6 · $5 a year on $10k · lower is better0.05%

0.68%Trailing 12-mo yield$68 · $183 a year on $10k1.83%

−11.4%Worst dropSmaller is better−8.9%

18.6%VolatilityLower is calmer14.3%

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

0–8VBR 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 VBR: Top 5 Holdings

Today

ISCG

4.1%in top 5

VBR

in top 53.3%

ISCGStockVBR

1.1%OKTAnot top 5

1.0%TEAMnot top 5

not top 5MRNA0.8%

0.7%GHnot top 5

0.7%ROKUnot top 5

not top 5JBL0.7%

not top 5WSM0.6%

not top 5ATO0.6%

0.6%RBRKnot top 5

not top 5FFIV0.6%

Held in common28.1%

End-of-day Nov 5, 2026 · share of each fund

ISCG vs VBR Returns, Every Period

iSharesISCG

+3.5%

5 years, per year

VBRVanguard

+8.7%

5 years, per year

ISCGVBRFaded: behind in that period

0–4VBR wins

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

ISCG vs VBR

YTD

iSharesISCG

+6.9%

VBRVanguard

+15.9%

+6.9%Year to date+15.9%

−11.4%Worst drop · 1Y−8.9%

18.6%Volatility · 1Y14.3%

0.7%Yield1.8%

$974MAssets$35.1B

4–0VBR wins

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

Cost, Income and Risk

Fees: ISCG, VBR, IWF

Today

0.05%lowest, VBR

FundExpense ratioFee$10k

VBR0.05%$5

ISCG0.06%$6

IWF0.18%$18

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

Yields: ISCG, VBR, IWF

1.83%highest, VBR

FundTrailing yieldYield$10k

VBR1.83%$183

ISCG0.68%$68

IWF0.39%$39

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

Income After Fees on $10,000

$178most kept, VBR

VBR$183 − $5 = $178

ISCG$68 − $6 = $62

IWF$39 − $18 = $21

KeptFee

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

Overlap: ISCG, VBR, IWF

Today

28.1%most shared, ISCG and VBR

ISCGVBRIWF

ISCG—28.1%1.8%

VBR28.1%—0.7%

IWF1.8%0.7%—

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

Return vs Bumpiness: 3 ETFs

+20.7%VBR, at 14.3% volatility

VBRWorst drop−8.9%14.3% vol

ISCGWorst drop−11.4%18.6% vol

IWFWorst drop−14.6%19.3% vol

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

Paid More vs Made More

YTD

VBRISCG

+15.9%Year to date+6.9%

1.8%Yield0.7%

+20.7%Past year+9.6%

0.05%Fee0.06%

4–0VBR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026