Compare · 4 funds side by side · dividends reinvested

ISCG, VTV, VIG and IWF

ISCGiShares×VTVVanguard×VIGVanguard×IWFiShares×

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, VTV, VIG and IWF, 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%$184B1.0

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.3

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%$934M3.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B3.8

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 · VTV 2004 · VIG 2006 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Small-Cap Growth ETF · $934M$12,106

ISCG

VTV

Vanguard Morningstar Value ETF · $184B$17,865

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

ISCGMeasureVTV

+11.8%Year to dateJan 1 → Nov 9+20.9%

+14.9%1 yearTotal return+25.4%

+19.6%3 years · per year$10,000 became $17,100 · $17,700+21.0%

+3.9%5 years · per year$10,000 became $12,106 · $17,865+12.3%

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

0.65%Trailing 12-mo yield$65 · $183 a year on $10k1.83%

−11.4%Worst dropSmaller is better−6.4%

18.8%VolatilityLower is calmer10.8%

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

0–8VTV 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 VTV: Top 5 Holdings

Today

ISCG

4.0%in top 5

VTV

in top 515.8%

ISCGStockVTV

not top 5MU4.6%

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

1.0%TEAMnot top 5

1.0%OKTAnot top 5

0.7%ROKUnot top 5

0.7%GHnot top 5

0.6%Unot top 5

Held in common0.0%

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

ISCG vs VTV Returns, Every Period

iSharesISCG

+3.9%

5 years, per year

VTVVanguard

+12.3%

5 years, per year

ISCGVTVFaded: behind in that period

0–4VTV wins

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%

$934MAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: ISCG, VTV, VIG, IWF

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VIG0.04%$4

ISCG0.06%$6

IWF0.18%$18

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

Yields: ISCG, VTV, VIG, IWF

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

VIG1.46%$146

ISCG0.65%$65

IWF0.39%$39

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

VIG$146 − $4 = $142

ISCG$65 − $6 = $59

IWF$39 − $18 = $21

KeptFee

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

Overlap: ISCG, VTV, VIG, IWF

Today

51.5%most shared, VTV and VIG

ISCGVTVVIGIWF

ISCG—0.0%2.7%1.8%

VTV0.0%—51.5%11.8%

VIG2.7%51.5%—32.8%

IWF1.8%11.8%32.8%—

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

VIGWorst drop−7.9%11.0% vol

ISCGWorst drop−11.4%18.8% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VTVVIG

+20.9%Year to date+14.8%

1.8%Yield1.5%

+25.4%Past year+17.6%

0.03%Fee0.04%

4–0VTV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

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$15.4B

1–0VTV wins

End-of-day Nov 9, 2026