Compare · 4 funds side by side · dividends reinvested

ISCG, VOO, VTV and SPY

ISCGiShares×VOOVanguard×VTVVanguard×SPYSPDR×

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

02 / 04

ISCG, VOO, VTV and SPY, 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%$184B1.3

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%$1.00T2.1

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%$778B3.1

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%$967M3.4

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 · VTV 2004 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Small-Cap Growth ETF · $967M$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 VTV

YTD

iSharesISCG

+11.8%

VTVVanguard

+20.9%

+11.8%Year to date+20.9%

−11.4%Worst drop · 1Y−6.4%

18.8%Volatility · 1Y10.8%

0.6%Yield1.8%

$967MAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: ISCG, VOO, VTV, SPY

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

VTV0.03%$3

ISCG0.06%$6

SPY0.09%$9

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

Yields: ISCG, VOO, VTV, SPY

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

VOO1.07%$107

SPY1.01%$101

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

VOO$107 − $3 = $104

SPY$101 − $9 = $92

ISCG$65 − $6 = $59

KeptFee

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

Overlap: ISCG, VOO, VTV, SPY

Today

92.7%most shared, VOO and SPY

ISCGVOOVTVSPY

ISCG—0.6%0.0%0.7%

VOO0.6%—41.1%92.7%

VTV0.0%41.1%—43.7%

SPY0.7%92.7%43.7%—

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

Return vs Bumpiness: 4 ETFs

+25.4%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

VOOWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.7% 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

VTVISCG

+20.9%Year to date+11.8%

1.8%Yield0.6%

+25.4%Past year+14.9%

0.03%Fee0.06%

4–0VTV 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

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

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