Compare · 3 funds side by side · dividends reinvested

ISCG, VO and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,049IJH · best of the three

02 / 04

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%+15.6%+18.8%+6.8%−8.2%13.1%$103B1.5

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%$125B1.8

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 · VO 2004 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap ETF · $103B$13,867

ISCG

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

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

VOMeasureISCG

+13.6%Year to dateJan 1 → Nov 9+11.8%

+15.6%1 yearTotal return+14.9%

+18.8%3 years · per year$10,000 became $16,763 · $17,100+19.6%

+6.8%5 years · per year$10,000 became $13,867 · $12,106+3.9%

0.03%Expense ratio$3 · $6 a year on $10k · lower is better0.06%

1.35%Trailing 12-mo yield$135 · $65 a year on $10k0.65%

−8.2%Worst dropSmaller is better−11.4%

13.1%VolatilityLower is calmer18.8%

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

7–1VO wins

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

More Ways to See the Pairs

VO vs ISCG: Top 5 Holdings

Today

5.3%in top 5

ISCG

in top 53.8%

VOStockISCG

1.1%NETnot top 5

1.1%VLOnot top 5

1.1%MPCnot top 5

1.0%PSXnot top 5

not top 5OKTA1.0%

1.0%PWRnot top 5

not top 5TEAM0.8%

not top 5ROKU0.7%

not top 5GH0.7%

not top 5U0.6%

Held in common0.4%

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

VO vs ISCG Returns, Every Period

VanguardVO

+6.8%

5 years, per year

ISCGiShares

+3.9%

5 years, per year

VOISCGFaded: behind in that period

3–1VO wins

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

VO vs IJH

YTD

VanguardVO

+13.6%

IJHiShares

+13.6%

+13.6%Year to date+13.6%

−8.2%Worst drop · 1Y−8.8%

13.1%Volatility · 1Y15.8%

1.4%Yield1.2%

$103BAssets$125B

3–0VO wins

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

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 9, 2026 · fee on $10,000 a year

Yields: ISCG, VO, IJH

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

IJH1.21%$121

ISCG0.65%$65

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

IJH$121 − $5 = $116

ISCG$65 − $6 = $59

KeptFee

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

Overlap: ISCG, VO, IJH

Today

39.5%most shared, ISCG and IJH

ISCGVOIJH

ISCG—0.4%39.5%

VO0.4%—0.2%

IJH39.5%0.2%—

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

Return vs Bumpiness: 3 ETFs

+17.5%IJH, at 15.8% volatility

VOWorst drop−8.2%13.1% 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

VOIJH

+13.6%Year to date+13.6%

1.4%Yield1.2%

+15.6%Past year+17.5%

0.03%Fee0.05%

2–1VO 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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026