Compare · 3 funds side by side · dividends reinvested

ISCG, VO and IJH

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,971IJH · best of the three

Story of the three · IncomeMost incomeVO · 1.35% · $135 a year on $10k

Story of the three · RiskSmallest drop

ISCG, VO and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+14.4%+18.0%+6.7%−8.2%13.0%$103B1.4

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+13.2%+15.7%+16.0%+6.9%−8.8%15.7%$125B1.9

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.65%+10.9%+13.1%+18.1%+3.7%−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 10, 2026 · returns include dividends · since: ISCG 2004 · VO 2004 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Morningstar Small-Cap Growth ETF · $967M$12,018

ISCG

VO

Vanguard Morningstar Mid-Cap ETF · $103B$13,829

$10,000 five years ago, dividends reinvested · they hold 0.5% in common

ISCGMeasure

More Ways to See the Pairs

ISCG vs VO: Top 5 Holdings

Today

ISCG

3.7%in top 5

VO

in top 55.3%

ISCGStockVO

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

1.0%OKTAnot top 5

Cost, Income and Risk

Fees: ISCG, VO, IJH

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJH0.05%$5

ISCG0.06%$6

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

Yields: ISCG, VO, IJH

1Y

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

VO

+10.9%Year to dateJan 1 → Nov 10+13.6%

+13.1%1 yearTotal return+14.4%

+18.1%3 years · per year$10,000 became $16,491 · $16,445+18.0%

+3.7%5 years · per year$10,000 became $12,018 · $13,829+6.7%

0.06%Expense ratio$6 · $3 a year on $10k · lower is better0.03%

0.65%Trailing 12-mo yield$65 · $135 a year on $10k1.35%

−11.4%Worst dropSmaller is better−8.2%

18.8%VolatilityLower is calmer13.0%

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

1–7VO wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5PWR1.0%

0.8%TEAMnot top 5

0.7%GHnot top 5

0.6%Unot top 5

0.6%NBIXnot top 5

Held in common0.5%

End-of-day Nov 10, 2026 · share of each fund

ISCG vs VO Returns, Every Period

5Y

iSharesISCG

+3.7%

5 years, per year

VOVanguard

+6.7%

5 years, per year

ISCGVOFaded: behind in that period

1–3VO wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

ISCG vs VO

YTD

iSharesISCG

+10.9%

VOVanguard

+13.6%

+10.9%Year to date+13.6%

−11.4%Worst drop · 1Y−8.2%

18.8%Volatility · 1Y13.0%

0.7%Yield1.4%

$967MAssets$103B

4–0VO wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

IJH1.22%$122

ISCG0.65%$65

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$132most kept, VO

VO$135 − $3 = $132

IJH$122 − $5 = $117

ISCG$65 − $6 = $59

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: ISCG, VO, IJH

Today

39.1%most shared, ISCG and IJH

ISCGVOIJH

ISCG—0.5%39.1%

VO0.5%—0.3%

IJH39.1%0.3%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+15.7%IJH, at 15.7% volatility

VOWorst drop−8.2%13.0% vol

IJHWorst drop−8.8%15.7% vol

ISCGWorst drop−11.4%18.8% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

VOIJH

+13.6%Year to date+13.2%

1.4%Yield1.2%

+14.4%Past year+15.7%

0.03%Fee0.05%

3–1VO wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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ISCG, VO and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three