Compare · 3 funds side by side · dividends reinvested

ISCG, VO and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,099SPY · best of the three

02 / 04

ISCG, VO and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B1.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B1.9

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.68%+6.9%+9.6%+18.7%+3.5%−11.4%18.6%$927M2.9

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

End-of-day Nov 5, 2026 · returns include dividends · since: ISCG 2004 · VO 2004 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Small-Cap Growth ETF · $927M$11,876

ISCG

Vanguard Morningstar Mid-Cap ETF · $103B$13,616

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

ISCGMeasureVO

+6.9%Year to dateJan 1 → Nov 5+10.7%

+9.6%1 yearTotal return+12.4%

+18.7%3 years · per year$10,000 became $16,721 · $16,795+18.9%

+3.5%5 years · per year$10,000 became $11,876 · $13,616+6.4%

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

0.68%Trailing 12-mo yield$68 · $139 a year on $10k1.39%

−11.4%Worst dropSmaller is better−8.2%

18.6%VolatilityLower is calmer12.9%

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

0–8VO wins

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

More Ways to See the Pairs

ISCG vs VO: Top 5 Holdings

Today

ISCG

4.1%in top 5

in top 55.3%

ISCGStockVO

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

1.1%OKTAnot top 5

not top 5PSX1.0%

1.0%TEAMnot top 5

not top 5PWR1.0%

0.7%GHnot top 5

0.7%ROKUnot top 5

0.6%RBRKnot top 5

Held in common0.4%

End-of-day Nov 5, 2026 · share of each fund

ISCG vs VO Returns, Every Period

iSharesISCG

+3.5%

5 years, per year

VOVanguard

+6.4%

5 years, per year

ISCGVOFaded: behind in that period

0–4VO wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

ISCG vs VO

YTD

iSharesISCG

+6.9%

VOVanguard

+10.7%

+6.9%Year to date+10.7%

−11.4%Worst drop · 1Y−8.2%

18.6%Volatility · 1Y12.9%

0.7%Yield1.4%

$927MAssets$103B

4–0VO wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ISCG, VO, SPY

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

ISCG0.06%$6

SPY0.09%$9

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: ISCG, VO, SPY

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

SPY1.03%$103

ISCG0.68%$68

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

SPY$103 − $9 = $94

ISCG$68 − $6 = $62

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: ISCG, VO, SPY

Today

16.0%most shared, VO and SPY

ISCGVOSPY

ISCG—0.4%0.7%

VO0.4%—16.0%

SPY0.7%16.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+12.4%VO, at 12.9% volatility

VOWorst drop−8.2%12.9% vol

SPYWorst drop−8.9%13.6% vol

ISCGWorst drop−11.4%18.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VOSPY

+10.7%Year to date+8.3%

1.4%Yield1.0%

+12.4%Past year+9.7%

0.03%Fee0.09%

4–0VO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026