Compare · 3 funds side by side · dividends reinvested

ISCG, VBR and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,052VUG · best of the three

02 / 04

ISCG, VBR and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.77%+19.4%+23.4%+20.8%+9.6%−8.9%13.9%$35.1B1.5

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.65%+12.3%+13.0%+21.2%+5.0%−11.4%18.0%$974M2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.3

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 · VUG 2004

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

+12.3%Year to dateJan 1 → Nov 5+19.4%

+13.0%1 yearTotal return+23.4%

+21.2%3 years · per year$10,000 became $17,783 · $17,630+20.8%

+5.0%5 years · per year$10,000 became $12,768 · $15,849+9.6%

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

0.65%Trailing 12-mo yield$65 · $177 a year on $10k1.77%

−11.4%Worst dropSmaller is better−8.9%

18.0%VolatilityLower is calmer13.9%

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

1–7VBR 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

+5.0%

5 years, per year

VBRVanguard

+9.6%

5 years, per year

ISCGVBRFaded: behind in that period

1–3VBR wins

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

ISCG vs VBR

YTD

iSharesISCG

+12.3%

VBRVanguard

+19.4%

+12.3%Year to date+19.4%

−11.4%Worst drop · 1Y−8.9%

18.0%Volatility · 1Y13.9%

0.6%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, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VBR0.05%$5

ISCG0.06%$6

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

Yields: ISCG, VBR, VUG

1.77%highest, VBR

FundTrailing yieldYield$10k

VBR1.77%$177

ISCG0.65%$65

VUG0.40%$40

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

Income After Fees on $10,000

$172most kept, VBR

VBR$177 − $5 = $172

ISCG$65 − $6 = $59

VUG$40 − $3 = $37

KeptFee

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

Overlap: ISCG, VBR, VUG

Today

28.1%most shared, ISCG and VBR

ISCGVBRVUG

ISCG—28.1%0.2%

VBR28.1%—0.0%

VUG0.2%0.0%—

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

Return vs Bumpiness: 3 ETFs

+23.4%VBR, at 13.9% volatility

VBRWorst drop−8.9%13.9% vol

ISCGWorst drop−11.4%18.0% vol

VUGWorst drop−16.1%18.2% vol

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

Paid More vs Made More

YTD

VBRISCG

+19.4%Year to date+12.3%

1.8%Yield0.6%

+23.4%Past year+13.0%

0.05%Fee0.06%

4–0VBR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026