Compare · 3 funds side by side · dividends reinvested

ISCG, VTV and IWF

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 IWF, 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%$184B1.0

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%$927M2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.8

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 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Value ETF · $184B$17,585

VTV

ISCG

iShares Morningstar Small-Cap Growth ETF · $927M$11,960

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

VTVMeasureISCG

+18.5%Year to dateJan 1 → Nov 6+7.9%

+22.9%1 yearTotal return+9.1%

+20.9%3 years · per year$10,000 became $17,687 · $16,813+18.9%

+12.0%5 years · per year$10,000 became $17,585 · $11,960+3.6%

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

1.87%Trailing 12-mo yield$187 · $67 a year on $10k0.67%

−6.4%Worst dropSmaller is better−11.4%

10.7%VolatilityLower is calmer18.5%

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

8–0VTV wins

End-of-day Nov 6, 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 54.0%

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 5TEAM1.0%

not top 5OKTA1.0%

not top 5ROKU0.7%

not top 5GH0.7%

not top 5U0.6%

Held in common0.0%

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

VTV vs ISCG Returns, Every Period

VanguardVTV

+12.0%

5 years, per year

ISCGiShares

+3.6%

5 years, per year

VTVISCGFaded: behind in that period

4–0VTV wins

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

VTV vs ISCG

YTD

VanguardVTV

+18.5%

ISCGiShares

+7.9%

+18.5%Year to date+7.9%

−6.4%Worst drop · 1Y−11.4%

10.7%Volatility · 1Y18.5%

1.9%Yield0.7%

$184BAssets$927M

4–0VTV wins

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

Cost, Income and Risk

Fees: ISCG, VTV, IWF

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

ISCG0.06%$6

IWF0.18%$18

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

Yields: ISCG, VTV, IWF

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

ISCG0.67%$67

IWF0.39%$39

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

ISCG$67 − $6 = $61

IWF$39 − $18 = $21

KeptFee

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

Overlap: ISCG, VTV, IWF

Today

11.8%most shared, VTV and IWF

ISCGVTVIWF

ISCG—0.0%1.8%

VTV0.0%—11.8%

IWF1.8%11.8%—

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

ISCGWorst drop−11.4%18.5% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

VTVISCG

+18.5%Year to date+7.9%

1.9%Yield0.7%

+22.9%Past year+9.1%

0.03%Fee0.06%

4–0VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026