Compare · 3 funds side by side · dividends reinvested

ISCG, VUG and IJR

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,565VUG · best of the three

02 / 04

ISCG, VUG and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$107B1.5

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%$967M2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.3

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 · VUG 2004 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P Small-Cap ETF · $107B$13,254

IJR

ISCG

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

$10,000 five years ago, dividends reinvested · they hold 25.0% in common

IJRMeasureISCG

+18.9%Year to dateJan 1 → Nov 9+11.8%

+22.8%1 yearTotal return+14.9%

+17.4%3 years · per year$10,000 became $16,193 · $17,100+19.6%

+5.8%5 years · per year$10,000 became $13,254 · $12,106+3.9%

0.06%Expense ratio$6 · $6 a year on $10k · lower is better0.06%

1.21%Trailing 12-mo yield$121 · $65 a year on $10k0.65%

−9.7%Worst dropSmaller is better−11.4%

16.4%VolatilityLower is calmer18.8%

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

6–1IJR wins

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

More Ways to See the Pairs

IJR vs ISCG: Top 5 Holdings

Today

IJR

2.6%in top 5

ISCG

in top 53.8%

IJRStockISCG

not top 5OKTA1.0%

not top 5TEAM0.8%

not top 5ROKU0.7%

not top 5GH0.7%

not top 5U0.6%

0.5%PAYCnot top 5

0.5%RHPnot top 5

0.5%MTCHnot top 5

0.5%LTHnot top 5

0.5%VSATnot top 5

Held in common25.0%

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

IJR vs ISCG Returns, Every Period

iSharesIJR

+5.8%

5 years, per year

ISCGiShares

+3.9%

5 years, per year

IJRISCGFaded: behind in that period

3–1IJR wins

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

IJR vs ISCG

YTD

iSharesIJR

+18.9%

ISCGiShares

+11.8%

+18.9%Year to date+11.8%

−9.7%Worst drop · 1Y−11.4%

16.4%Volatility · 1Y18.8%

1.2%Yield0.6%

$107BAssets$967M

4–0IJR wins

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

Cost, Income and Risk

Fees: ISCG, VUG, IJR

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

ISCG0.06%$6

IJR0.06%$6

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

Yields: ISCG, VUG, IJR

1.21%highest, IJR

FundTrailing yieldYield$10k

IJR1.21%$121

ISCG0.65%$65

VUG0.41%$41

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

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

ISCG$65 − $6 = $59

VUG$41 − $3 = $38

KeptFee

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

Overlap: ISCG, VUG, IJR

Today

25.0%most shared, ISCG and IJR

ISCGVUGIJR

ISCG—0.2%25.0%

VUG0.2%—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

IJRWorst drop−9.7%16.4% vol

ISCGWorst drop−11.4%18.8% vol

VUGWorst drop−15.1%19.1% 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

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$61.4B

1–1level

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026