Compare · 4 funds side by side · dividends reinvested

ISCG, VUG, SPY and IWF

ISCGiShares×VUGVanguard×SPYSPDR×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,118SPY · best of the four

02 / 04

ISCG, VUG, SPY and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.4

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%$927M2.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B3.6

Rank among the four1st → 4thFee, 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 · VUG 2004 · SPY 1993 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

ISCG

IWF

iShares Russell 1000 Growth ETF · $113B$15,441

$10,000 five years ago, dividends reinvested · they hold 1.8% in common

ISCGMeasureIWF

+7.9%Year to dateJan 1 → Nov 6−5.3%

+9.1%1 yearTotal return−6.5%

+18.9%3 years · per year$10,000 became $16,813 · $17,022+19.4%

+3.6%5 years · per year$10,000 became $11,960 · $15,442+9.1%

0.06%Expense ratio$6 · $18 a year on $10k · lower is better0.18%

0.67%Trailing 12-mo yield$67 · $39 a year on $10k0.39%

−11.4%Worst dropSmaller is better−14.6%

18.5%VolatilityLower is calmer19.4%

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

6–2ISCG wins

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

More Ways to See the Pairs

ISCG vs IWF: Top 5 Holdings

Today

ISCG

4.0%in top 5

IWF

in top 539.8%

ISCGStockIWF

not top 5NVDA14.1%

not top 5AAPL9.0%

not top 5MSFT6.6%

not top 5GOOGL5.5%

not top 5AVGO4.5%

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 common1.8%

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

ISCG vs IWF Returns, Every Period

iSharesISCG

+3.6%

5 years, per year

IWFiShares

+9.1%

5 years, per year

ISCGIWFFaded: behind in that period

2–2Level

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

Stocks vs Core: ISCG vs SPY

YTD

iSharesISCG

+7.9%

SPYSPDR

+8.7%

+7.9%Year to date+8.7%

−11.4%Worst drop · 1Y−8.9%

18.5%Volatility · 1Y13.6%

0.7%Yield1.0%

$927MAssets$819B

4–0SPY wins

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

Cost, Income and Risk

Fees: ISCG, VUG, SPY, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

ISCG0.06%$6

SPY0.09%$9

IWF0.18%$18

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

Yields: ISCG, VUG, SPY, IWF

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

ISCG0.67%$67

VUG0.42%$42

IWF0.39%$39

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

ISCG$67 − $6 = $61

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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

Overlap: ISCG, VUG, SPY, IWF

Today

78.0%most shared, VUG and IWF

ISCGVUGSPYIWF

ISCG—0.2%0.7%1.8%

VUG0.2%—54.8%78.0%

SPY0.7%54.8%—55.7%

IWF1.8%78.0%55.7%—

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

Return vs Bumpiness: 4 ETFs

+9.7%SPY, at 13.6% volatility

SPYWorst drop−8.9%13.6% vol

ISCGWorst drop−11.4%18.5% vol

VUGWorst drop−15.1%19.0% 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

SPYISCG

+8.7%Year to date+7.9%

1.0%Yield0.7%

+9.7%Past year+9.1%

0.09%Fee0.06%

3–1SPY wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

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

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