Compare · 4 funds side by side · dividends reinvested

ISCG, VOO, IJR and IVV

ISCGiShares×VOOVanguard×IJRiShares×IVViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,545IVV · best of the four

02 / 04

ISCG, VOO, IJR and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.8

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T2.4

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.9%+22.8%+17.4%+5.8%−9.7%16.4%$107B2.4

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%$967M3.3

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 · VOO 2010 · IJR 2000 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

ISCG

IVV

iShares Core S&P 500 ETF · $875B$17,545

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

ISCGMeasureIVV

+11.8%Year to dateJan 1 → Nov 9+11.3%

+14.9%1 yearTotal return+13.6%

+19.6%3 years · per year$10,000 became $17,100 · $18,159+22.0%

+3.9%5 years · per year$10,000 became $12,106 · $17,545+11.9%

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

0.65%Trailing 12-mo yield$65 · $111 a year on $10k1.11%

−11.4%Worst dropSmaller is better−8.9%

18.8%VolatilityLower is calmer13.8%

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

2–6IVV 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 IVV: Top 5 Holdings

Today

ISCG

3.8%in top 5

IVV

in top 527.8%

ISCGStockIVV

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 IVV Returns, Every Period

iSharesISCG

+3.9%

5 years, per year

IVViShares

+11.9%

5 years, per year

ISCGIVVFaded: behind in that period

2–2Level

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

ISCG vs IJR

YTD

iSharesISCG

+11.8%

IJRiShares

+18.9%

+11.8%Year to date+18.9%

−11.4%Worst drop · 1Y−9.7%

18.8%Volatility · 1Y16.4%

0.6%Yield1.2%

$967MAssets$107B

4–0IJR wins

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

Cost, Income and Risk

Fees: ISCG, VOO, IJR, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

ISCG0.06%$6

IJR0.06%$6

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

Yields: ISCG, VOO, IJR, IVV

1.21%highest, IJR

FundTrailing yieldYield$10k

IJR1.21%$121

IVV1.11%$111

VOO1.07%$107

ISCG0.65%$65

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

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

IVV$111 − $3 = $108

VOO$107 − $3 = $104

ISCG$65 − $6 = $59

KeptFee

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

Overlap: ISCG, VOO, IJR, IVV

Today

92.7%most shared, VOO and IVV

ISCGVOOIJRIVV

ISCG—0.6%25.0%0.7%

VOO0.6%—0.0%92.7%

IJR25.0%0.0%—0.0%

IVV0.7%92.7%0.0%—

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

Return vs Bumpiness: 4 ETFs

+22.8%IJR, at 16.4% volatility

VOOWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

IJRWorst drop−9.7%16.4% 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

IJRISCG

+18.9%Year to date+11.8%

1.2%Yield0.6%

+22.8%Past year+14.9%

0.06%Fee0.06%

3–0IJR 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

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