Compare · 3 funds side by side · dividends reinvested

ISCG, VIG and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,352VTV · best of the three

02 / 04

ISCG, VIG and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.80%+22.8%+27.5%+22.9%+12.9%−6.4%10.2%$184B1.0

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B2.1

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%$974M2.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: ISCG 2004 · VIG 2006 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Small-Cap Growth ETF · $974M$12,768

ISCG

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

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

ISCGMeasureVIG

+12.3%Year to dateJan 1 → Nov 4+16.4%

+13.0%1 yearTotal return+18.9%

+21.2%3 years · per year$10,000 became $17,783 · $17,533+20.6%

+5.0%5 years · per year$10,000 became $12,768 · $17,005+11.2%

0.06%Expense ratio$6 · $4 a year on $10k · lower is better0.04%

0.65%Trailing 12-mo yield$65 · $144 a year on $10k1.44%

−11.4%Worst dropSmaller is better−7.9%

18.0%VolatilityLower is calmer10.2%

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

1–7VIG wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ISCG vs VIG: Top 5 Holdings

Today

ISCG

4.1%in top 5

VIG

in top 522.1%

ISCGStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

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 common2.7%

End-of-day Nov 4, 2026 · share of each fund

ISCG vs VIG Returns, Every Period

iSharesISCG

+5.0%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

ISCGVIGFaded: behind in that period

1–3VIG wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

ISCG vs VTV

YTD

iSharesISCG

+12.3%

VTVVanguard

+22.8%

+12.3%Year to date+22.8%

−11.4%Worst drop · 1Y−6.4%

18.0%Volatility · 1Y10.2%

0.6%Yield1.8%

$974MAssets$184B

4–0VTV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ISCG, VIG, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VIG0.04%$4

ISCG0.06%$6

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: ISCG, VIG, VTV

1.80%highest, VTV

FundTrailing yieldYield$10k

VTV1.80%$180

VIG1.44%$144

ISCG0.65%$65

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

VIG$144 − $4 = $140

ISCG$65 − $6 = $59

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: ISCG, VIG, VTV

Today

51.5%most shared, VIG and VTV

ISCGVIGVTV

ISCG—2.7%0.0%

VIG2.7%—51.5%

VTV0.0%51.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+27.5%VTV, at 10.2% volatility

VTVWorst drop−6.4%10.2% vol

VIGWorst drop−7.9%10.2% vol

ISCGWorst drop−11.4%18.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VTVVIG

+22.8%Year to date+16.4%

1.8%Yield1.4%

+27.5%Past year+18.9%

0.03%Fee0.04%

4–0VTV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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 4, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026