Compare · 3 funds side by side · dividends reinvested

ISCG, VBR and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,585VTV · best of the three

02 / 04

ISCG, VBR and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.0

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.83%+15.9%+19.5%+19.0%+8.7%−8.9%14.2%$35.1B2.0

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 · VBR 2004 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

ISCG

VBR

Vanguard Morningstar Small-Cap Value ETF · $35.1B$15,197

$10,000 five years ago, dividends reinvested · they hold 28.4% in common

ISCGMeasureVBR

+7.9%Year to dateJan 1 → Nov 6+15.9%

+9.1%1 yearTotal return+19.5%

+18.9%3 years · per year$10,000 became $16,813 · $16,848+19.0%

+3.6%5 years · per year$10,000 became $11,960 · $15,197+8.7%

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

0.67%Trailing 12-mo yield$67 · $183 a year on $10k1.83%

−11.4%Worst dropSmaller is better−8.9%

18.5%VolatilityLower is calmer14.2%

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

0–8VBR wins

End-of-day Nov 6, 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

4.0%in top 5

VBR

in top 53.3%

ISCGStockVBR

1.0%TEAMnot top 5

1.0%OKTAnot top 5

not top 5MRNA0.8%

0.7%ROKUnot top 5

not top 5JBL0.7%

0.7%GHnot top 5

not top 5WSM0.6%

0.6%Unot top 5

not top 5ATO0.6%

not top 5FFIV0.6%

Held in common28.4%

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

ISCG vs VBR Returns, Every Period

iSharesISCG

+3.6%

5 years, per year

VBRVanguard

+8.7%

5 years, per year

ISCGVBRFaded: behind in that period

0–4VBR wins

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

ISCG vs VTV

YTD

iSharesISCG

+7.9%

VTVVanguard

+18.5%

+7.9%Year to date+18.5%

−11.4%Worst drop · 1Y−6.4%

18.5%Volatility · 1Y10.7%

0.7%Yield1.9%

$927MAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: ISCG, VBR, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VBR0.05%$5

ISCG0.06%$6

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

Yields: ISCG, VBR, VTV

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

VBR1.83%$183

ISCG0.67%$67

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

VBR$183 − $5 = $178

ISCG$67 − $6 = $61

KeptFee

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

Overlap: ISCG, VBR, VTV

Today

28.4%most shared, ISCG and VBR

ISCGVBRVTV

ISCG—28.4%0.0%

VBR28.4%—0.7%

VTV0.0%0.7%—

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

Return vs Bumpiness: 3 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

VBRWorst drop−8.9%14.2% 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

VTVVBR

+18.5%Year to date+15.9%

1.9%Yield1.8%

+22.9%Past year+19.5%

0.03%Fee0.05%

4–0VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026