Compare · 4 funds side by side · dividends reinvested

ISCG, VO, SCHD and VTV

ISCGiShares×VOVanguard×SCHDSchwab×VTVVanguard×

02 / 04

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,892VTV · best of the four

Story of the four · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the four · RiskSmallest drop

ISCG, VO, SCHD and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.81%+22.3%+25.5%+21.2%+12.3%−6.4%10.8%$184B1.4

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.8

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.33%+15.0%+15.0%+18.8%+6.9%−8.2%13.1%$103B2.9

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.65%+12.3%+13.2%+19.1%+3.7%−11.4%18.8%$973M3.8

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: ISCG 2004 · VO 2004 · SCHD 2011 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Mid-Cap ETF · $103B$13,944

VO

More Ways to See the Pairs

VO vs ISCG: Top 5 Holdings

Today

VO

5.3%in top 5

ISCG

in top 53.7%

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%

Cost, Income and Risk

Fees: ISCG, VO, SCHD, VTV

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VTV0.03%$3

ISCG0.06%$6

SCHD0.06%$6

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.3%

SCHVSchwab

+19.9%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

ISCG

iShares Morningstar Small-Cap Growth ETF · $973M$11,972

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

VOMeasureISCG

+15.0%Year to dateJan 1 → Nov 11+12.3%

+15.0%1 yearTotal return+13.2%

+18.8%3 years · per year$10,000 became $16,782 · $16,884+19.1%

+6.9%5 years · per year$10,000 became $13,944 · $11,972+3.7%

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

1.33%Trailing 12-mo yield$133 · $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 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.0%PWRnot top 5

not top 5TEAM0.8%

not top 5GH0.7%

not top 5U0.6%

not top 5NBIX0.6%

Held in common0.5%

End-of-day Nov 11, 2026 · share of each fund

VO vs ISCG Returns, Every Period

5Y

VanguardVO

+6.9%

5 years, per year

ISCGiShares

+3.7%

5 years, per year

VOISCGFaded: behind in that period

3–1VO wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Income: VO vs SCHD

YTD

VanguardVO

+15.0%

SCHDSchwab

+34.6%

+15.0%Year to date+34.6%

−8.2%Worst drop · 1Y−6.9%

13.1%Volatility · 1Y11.8%

1.3%Yield2.9%

$103BAssets$123B

4–0SCHD wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: ISCG, VO, SCHD, VTV

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

VTV1.81%$181

VO1.33%$133

ISCG0.65%$65

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

VTV$181 − $3 = $178

VO$133 − $3 = $130

ISCG$65 − $6 = $59

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: ISCG, VO, SCHD, VTV

Today

28.5%most shared, VO and VTV

ISCGVOSCHDVTV

ISCG—0.5%0.9%0.0%

VO0.5%—6.9%28.5%

SCHD0.9%6.9%—17.9%

VTV0.0%28.5%17.9%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

VTVWorst drop−6.4%10.8% vol

SCHDWorst drop−6.9%11.8% vol

VOWorst drop−8.2%13.1% vol

ISCGWorst drop−11.4%18.8% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVTV

+34.6%Year to date+22.3%

2.9%Yield1.8%

+39.3%Past year+25.5%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 11, 2026

+22.3%Year to date+19.9%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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ISCG, VO, SCHD and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four