Compare · 3 funds side by side · dividends reinvested

ISCG, VO and VTV

ISCGiShares×VOVanguard×VTVVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,865VTV · best of the three

02 / 04

ISCG, VO and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.0

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B2.0

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%$967M2.9

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

End-of-day Nov 9, 2026 · returns include dividends · since: ISCG 2004 · VO 2004 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Value ETF · $184B$17,865

VTV

ISCG

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

VTVMeasureISCG

+20.9%Year to dateJan 1 → Nov 9+11.8%

+25.4%1 yearTotal return+14.9%

+21.0%3 years · per year$10,000 became $17,700 · $17,100+19.6%

+12.3%5 years · per year$10,000 became $17,865 · $12,106+3.9%

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

1.83%Trailing 12-mo yield$183 · $65 a year on $10k0.65%

−6.4%Worst dropSmaller is better−11.4%

10.8%VolatilityLower is calmer18.8%

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

8–0VTV wins

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

More Ways to See the Pairs

VTV vs ISCG: Top 5 Holdings

Today

VTV

15.8%in top 5

ISCG

in top 53.8%

VTVStockISCG

4.6%MUnot top 5

3.3%JPMnot top 5

2.9%BRK-Bnot top 5

2.6%XOMnot top 5

2.4%JNJnot top 5

not top 5OKTA1.0%

not top 5TEAM0.8%

not top 5ROKU0.7%

not top 5GH0.7%

not top 5U0.6%

Held in common0.0%

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

VTV vs ISCG Returns, Every Period

VanguardVTV

+12.3%

5 years, per year

ISCGiShares

+3.9%

5 years, per year

VTVISCGFaded: behind in that period

4–0VTV wins

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

VTV vs VO

YTD

VanguardVTV

+20.9%

VOVanguard

+13.6%

+20.9%Year to date+13.6%

−6.4%Worst drop · 1Y−8.2%

10.8%Volatility · 1Y13.1%

1.8%Yield1.4%

$184BAssets$103B

4–0VTV wins

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

Cost, Income and Risk

Fees: ISCG, VO, VTV

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VTV0.03%$3

ISCG0.06%$6

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

Yields: ISCG, VO, VTV

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

VO1.35%$135

ISCG0.65%$65

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

VO$135 − $3 = $132

ISCG$65 − $6 = $59

KeptFee

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

Overlap: ISCG, VO, VTV

Today

28.5%most shared, VO and VTV

ISCGVOVTV

ISCG—0.4%0.0%

VO0.4%—28.5%

VTV0.0%28.5%—

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

Return vs Bumpiness: 3 ETFs

+25.4%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

VOWorst drop−8.2%13.1% 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

VTVVO

+20.9%Year to date+13.6%

1.8%Yield1.4%

+25.4%Past year+15.6%

0.03%Fee0.03%

3–0VTV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

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%

$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