Compare · 3 funds side by side · dividends reinvested

ISCG, VTV and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,585VTV · best of the three

02 / 04

ISCG, VTV and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.1

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.8

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%$934M3.0

Rank among the three1st → 3rdFee, 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 · VTV 2004 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,177

IVV

ISCG

iShares Morningstar Small-Cap Growth ETF · $934M$11,960

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

IVVMeasureISCG

+8.7%Year to dateJan 1 → Nov 6+7.9%

+9.8%1 yearTotal return+9.1%

+21.8%3 years · per year$10,000 became $18,084 · $16,813+18.9%

+11.4%5 years · per year$10,000 became $17,177 · $11,960+3.6%

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

1.14%Trailing 12-mo yield$114 · $67 a year on $10k0.67%

−8.9%Worst dropSmaller is better−11.4%

13.6%VolatilityLower is calmer18.5%

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

8–0IVV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs ISCG: Top 5 Holdings

Today

IVV

27.8%in top 5

ISCG

in top 54.0%

IVVStockISCG

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5TEAM1.0%

not top 5OKTA1.0%

not top 5ROKU0.7%

not top 5GH0.7%

not top 5U0.6%

Held in common0.7%

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

IVV vs ISCG Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

ISCGiShares

+3.6%

5 years, per year

IVVISCGFaded: behind in that period

4–0IVV wins

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

Core vs Stocks: IVV vs VTV

YTD

iSharesIVV

+8.7%

VTVVanguard

+18.5%

+8.7%Year to date+18.5%

−8.9%Worst drop · 1Y−6.4%

13.6%Volatility · 1Y10.7%

1.1%Yield1.9%

$853BAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: ISCG, VTV, IVV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IVV0.03%$3

ISCG0.06%$6

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

Yields: ISCG, VTV, IVV

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

IVV1.14%$114

ISCG0.67%$67

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

IVV$114 − $3 = $111

ISCG$67 − $6 = $61

KeptFee

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

Overlap: ISCG, VTV, IVV

Today

44.0%most shared, VTV and IVV

ISCGVTVIVV

ISCG—0.0%0.7%

VTV0.0%—44.0%

IVV0.7%44.0%—

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

Return vs Bumpiness: 3 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

IVVWorst drop−8.9%13.6% vol

ISCGWorst drop−11.4%18.5% vol

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

Paid More vs Made More

YTD

VTVIVV

+18.5%Year to date+8.7%

1.9%Yield1.1%

+22.9%Past year+9.8%

0.03%Fee0.03%

3–0VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026