Compare · 4 funds side by side · dividends reinvested

ISCG, VO, SPY and VUG

ISCGiShares×VOVanguard×SPYSPDR×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,118SPY · best of the four

02 / 04

ISCG, VO, SPY and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.6

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B3.0

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.67%+7.9%+9.1%+18.9%+3.6%−11.4%18.5%$927M3.1

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

End-of-day Nov 6, 2026 · returns include dividends · since: ISCG 2004 · VO 2004 · SPY 1993 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Small-Cap Growth ETF · $927M$11,960

ISCG

Vanguard Morningstar Mid-Cap ETF · $103B$13,590

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

ISCGMeasureVO

+7.9%Year to dateJan 1 → Nov 6+10.6%

+9.1%1 yearTotal return+11.6%

+18.9%3 years · per year$10,000 became $16,813 · $16,701+18.6%

+3.6%5 years · per year$10,000 became $11,960 · $13,590+6.3%

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

0.67%Trailing 12-mo yield$67 · $139 a year on $10k1.39%

−11.4%Worst dropSmaller is better−8.2%

18.5%VolatilityLower is calmer12.9%

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

1–7VO wins

End-of-day Nov 6, 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

4.0%in top 5

in top 55.3%

ISCGStockVO

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

1.0%TEAMnot top 5

not top 5PSX1.0%

1.0%OKTAnot top 5

not top 5PWR1.0%

0.7%ROKUnot top 5

0.7%GHnot top 5

0.6%Unot top 5

Held in common0.4%

End-of-day Nov 6, 2026 · share of each fund

ISCG vs VO Returns, Every Period

iSharesISCG

+3.6%

5 years, per year

VOVanguard

+6.3%

5 years, per year

ISCGVOFaded: behind in that period

1–3VO wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

ISCG vs VO

YTD

iSharesISCG

+7.9%

VOVanguard

+10.6%

+7.9%Year to date+10.6%

−11.4%Worst drop · 1Y−8.2%

18.5%Volatility · 1Y12.9%

0.7%Yield1.4%

$927MAssets$103B

4–0VO wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ISCG, VO, SPY, VUG

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VUG0.03%$3

ISCG0.06%$6

SPY0.09%$9

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: ISCG, VO, SPY, VUG

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

SPY1.03%$103

ISCG0.67%$67

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

SPY$103 − $9 = $94

ISCG$67 − $6 = $61

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: ISCG, VO, SPY, VUG

Today

54.8%most shared, SPY and VUG

ISCGVOSPYVUG

ISCG—0.4%0.7%0.2%

VO0.4%—16.2%10.2%

SPY0.7%16.2%—54.8%

VUG0.2%10.2%54.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+11.6%VO, at 12.9% volatility

VOWorst drop−8.2%12.9% vol

SPYWorst drop−8.9%13.6% vol

ISCGWorst drop−11.4%18.5% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VOSPY

+10.6%Year to date+8.7%

1.4%Yield1.0%

+11.6%Past year+9.7%

0.03%Fee0.09%

4–0VO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026