Compare · 3 funds side by side · dividends reinvested

ISCG, VOO and IJR

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,543VOO · best of the three

02 / 04

ISCG, VOO and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$1.00T1.6

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%$107B1.8

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%$967M2.5

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 · VOO 2010 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P 500 ETF · $1.00T$17,543

VOO

ISCG

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

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

VOOMeasureISCG

+11.3%Year to dateJan 1 → Nov 9+11.8%

+13.6%1 yearTotal return+14.9%

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

+11.9%5 years · per year$10,000 became $17,543 · $12,106+3.9%

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

1.07%Trailing 12-mo yield$107 · $65 a year on $10k0.65%

−8.9%Worst dropSmaller is better−11.4%

13.7%VolatilityLower is calmer18.8%

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

6–2VOO wins

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

More Ways to See the Pairs

VOO vs ISCG: Top 5 Holdings

Today

VOO

28.3%in top 5

ISCG

in top 53.8%

VOOStockISCG

8.4%NVDAnot top 5

7.4%AAPLnot top 5

5.8%MSFTnot top 5

3.7%AMZNnot top 5

3.1%GOOGLnot top 5

not top 5OKTA1.0%

not top 5TEAM0.8%

not top 5ROKU0.7%

not top 5GH0.7%

not top 5U0.6%

Held in common0.6%

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

VOO vs ISCG Returns, Every Period

VanguardVOO

+11.9%

5 years, per year

ISCGiShares

+3.9%

5 years, per year

VOOISCGFaded: behind in that period

2–2Level

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

Core vs Stocks: VOO vs IJR

YTD

VanguardVOO

+11.3%

IJRiShares

+18.9%

+11.3%Year to date+18.9%

−8.9%Worst drop · 1Y−9.7%

13.7%Volatility · 1Y16.4%

1.1%Yield1.2%

$1.00TAssets$107B

2–2level

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

Cost, Income and Risk

Fees: ISCG, VOO, IJR

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

ISCG0.06%$6

IJR0.06%$6

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

Yields: ISCG, VOO, IJR

1.21%highest, IJR

FundTrailing yieldYield$10k

IJR1.21%$121

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

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

Today

25.0%most shared, ISCG and IJR

ISCGVOOIJR

ISCG—0.6%25.0%

VOO0.6%—0.0%

IJR25.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+22.8%IJR, at 16.4% volatility

VOOWorst drop−8.9%13.7% 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 Three

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

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