Compare · 3 funds side by side · dividends reinvested

ISCG, VIG and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,638VIG · best of the three

02 / 04

ISCG, VIG and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.1

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.6%+17.5%+16.9%+7.0%−8.8%15.8%$125B2.1

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.65%+11.8%+14.9%+19.6%+3.9%−11.4%18.8%$967M2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: ISCG 2004 · VIG 2006 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$16,638

VIG

ISCG

iShares Morningstar Small-Cap Growth ETF · $967M$12,106

$10,000 five years ago, dividends reinvested · they hold 2.7% in common

VIGMeasureISCG

+14.8%Year to dateJan 1 → Nov 9+11.8%

+17.6%1 yearTotal return+14.9%

+18.8%3 years · per year$10,000 became $16,775 · $17,100+19.6%

+10.7%5 years · per year$10,000 became $16,638 · $12,106+3.9%

0.04%Expense ratio$4 · $6 a year on $10k · lower is better0.06%

1.46%Trailing 12-mo yield$146 · $65 a year on $10k0.65%

−7.9%Worst dropSmaller is better−11.4%

11.0%VolatilityLower is calmer18.8%

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

7–1VIG wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VIG vs ISCG: Top 5 Holdings

Today

VIG

22.1%in top 5

ISCG

in top 53.8%

VIGStockISCG

4.9%MSFTnot top 5

4.9%AAPLnot top 5

4.3%AVGOnot top 5

4.1%LLYnot top 5

3.9%JPMnot top 5

not top 5OKTA1.0%

not top 5TEAM0.8%

not top 5ROKU0.7%

not top 5GH0.7%

not top 5U0.6%

Held in common2.7%

End-of-day Nov 9, 2026 · share of each fund

VIG vs ISCG Returns, Every Period

VanguardVIG

+10.7%

5 years, per year

ISCGiShares

+3.9%

5 years, per year

VIGISCGFaded: behind in that period

3–1VIG wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Income vs Stocks: VIG vs IJH

YTD

VanguardVIG

+14.8%

IJHiShares

+13.6%

+14.8%Year to date+13.6%

−7.9%Worst drop · 1Y−8.8%

11.0%Volatility · 1Y15.8%

1.5%Yield1.2%

$109BAssets$125B

4–0VIG wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ISCG, VIG, IJH

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

IJH0.05%$5

ISCG0.06%$6

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: ISCG, VIG, IJH

1.46%highest, VIG

FundTrailing yieldYield$10k

VIG1.46%$146

IJH1.21%$121

ISCG0.65%$65

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

IJH$121 − $5 = $116

ISCG$65 − $6 = $59

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: ISCG, VIG, IJH

Today

39.5%most shared, ISCG and IJH

ISCGVIGIJH

ISCG—2.7%39.5%

VIG2.7%—2.9%

IJH39.5%2.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.6%VIG, at 11.0% volatility

VIGWorst drop−7.9%11.0% vol

IJHWorst drop−8.8%15.8% vol

ISCGWorst drop−11.4%18.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VIGIJH

+14.8%Year to date+13.6%

1.5%Yield1.2%

+17.6%Past year+17.5%

0.04%Fee0.05%

4–0VIG wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026