Compare · 4 funds side by side · dividends reinvested

ISCG, VO, SPY and IWF

ISCGiShares×VOVanguard×SPYSPDR×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,493SPY · best of the four

02 / 04

ISCG, VO, SPY and IWF, 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%$103B1.6

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.1

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%$934M2.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B3.5

Rank among the four1st → 4thFee, 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 · SPY 1993 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Small-Cap Growth ETF · $934M$12,106

ISCG

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

ISCGMeasureSPY

+11.8%Year to dateJan 1 → Nov 9+11.2%

+14.9%1 yearTotal return+13.5%

+19.6%3 years · per year$10,000 became $17,100 · $18,118+21.9%

+3.9%5 years · per year$10,000 became $12,106 · $17,493+11.8%

0.06%Expense ratio$6 · $9 a year on $10k · lower is better0.09%

0.65%Trailing 12-mo yield$65 · $101 a year on $10k1.01%

−11.4%Worst dropSmaller is better−8.9%

18.8%VolatilityLower is calmer13.7%

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

3–5SPY wins

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

More Ways to See the Pairs

ISCG vs SPY: Top 5 Holdings

Today

ISCG

3.8%in top 5

SPY

in top 527.8%

ISCGStockSPY

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

1.0%OKTAnot top 5

0.8%TEAMnot top 5

0.7%ROKUnot top 5

0.7%GHnot top 5

0.6%Unot top 5

Held in common0.7%

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

ISCG vs SPY Returns, Every Period

iSharesISCG

+3.9%

5 years, per year

SPYSPDR

+11.8%

5 years, per year

ISCGSPYFaded: behind in that period

2–2Level

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

ISCG vs VO

YTD

iSharesISCG

+11.8%

VOVanguard

+13.6%

+11.8%Year to date+13.6%

−11.4%Worst drop · 1Y−8.2%

18.8%Volatility · 1Y13.1%

0.6%Yield1.4%

$934MAssets$103B

4–0VO wins

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

Cost, Income and Risk

Fees: ISCG, VO, SPY, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

ISCG0.06%$6

SPY0.09%$9

IWF0.18%$18

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: ISCG, VO, SPY, IWF

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

SPY1.01%$101

ISCG0.65%$65

IWF0.38%$38

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

SPY$101 − $9 = $92

ISCG$65 − $6 = $59

IWF$38 − $18 = $20

KeptFee

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

Overlap: ISCG, VO, SPY, IWF

Today

55.9%most shared, SPY and IWF

ISCGVOSPYIWF

ISCG—0.4%0.7%1.8%

VO0.4%—16.1%9.2%

SPY0.7%16.1%—55.9%

IWF1.8%9.2%55.9%—

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

Return vs Bumpiness: 4 ETFs

+15.6%VO, at 13.1% volatility

VOWorst drop−8.2%13.1% vol

SPYWorst drop−8.9%13.7% vol

ISCGWorst drop−11.4%18.8% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VOISCG

+13.6%Year to date+11.8%

1.4%Yield0.6%

+15.6%Past year+14.9%

0.03%Fee0.06%

4–0VO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026