Compare · 3 funds side by side · dividends reinvested

ISCV, IJR and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

ISCV, IJR and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.8

iShares Morningstar Small Cap Value ETFUS Stock Styles · Small cap0.06%1.89%+16.6%+21.2%+20.6%+8.1%−9.3%14.3%$693M1.9

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.3%+21.3%+19.0%+6.1%−9.7%15.8%$106B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: ISCV 2004 · IJR 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Small Cap Value ETF · $693M$14,758

ISCV

IJR

iShares Core S&P Small-Cap ETF · $106B$13,468

$10,000 five years ago, dividends reinvested · they hold 28.8% in common

ISCVMeasureIJR

+16.6%Year to dateJan 1 → Nov 3+18.3%

+21.2%1 yearTotal return+21.3%

+20.6%3 years · per year$10,000 became $17,545 · $16,862+19.0%

+8.1%5 years · per year$10,000 became $14,758 · $13,468+6.1%

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

1.89%Trailing 12-mo yield$189 · $121 a year on $10k1.21%

−9.3%Worst dropSmaller is better−9.7%

14.3%VolatilityLower is calmer15.8%

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

5–2ISCV wins

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

More Ways to See the Pairs

ISCV vs IJR: Top 5 Holdings

Today

ISCV

3.0%in top 5

IJR

in top 53.1%

ISCVStockIJR

not top 5GKOS0.8%

0.7%SWKSnot top 5

0.6%BBYnot top 5

not top 5VSAT0.6%

not top 5PAYC0.6%

0.6%APAnot top 5

0.6%HSTnot top 5

0.6%CRLnot top 5

not top 5SM0.5%

not top 5MTCH0.5%

Held in common28.8%

End-of-day Nov 3, 2026 · share of each fund

ISCV vs IJR Returns, Every Period

iSharesISCV

+8.1%

5 years, per year

IJRiShares

+6.1%

5 years, per year

ISCVIJRFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

ISCV vs IJR

YTD

iSharesISCV

+16.6%

IJRiShares

+18.3%

+16.6%Year to date+18.3%

−9.3%Worst drop · 1Y−9.7%

14.3%Volatility · 1Y15.8%

1.9%Yield1.2%

$693MAssets$106B

3–1ISCV wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ISCV, IJR, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

ISCV0.06%$6

IJR0.06%$6

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: ISCV, IJR, VOO

1.89%highest, ISCV

FundTrailing yieldYield$10k

ISCV1.89%$189

IJR1.21%$121

VOO1.07%$107

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$183most kept, ISCV

ISCV$189 − $6 = $183

IJR$121 − $6 = $115

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: ISCV, IJR, VOO

Today

28.8%most shared, ISCV and IJR

ISCVIJRVOO

ISCV—28.8%1.0%

IJR28.8%—0.0%

VOO1.0%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+21.3%IJR, at 15.8% volatility

VOOWorst drop−8.9%12.7% vol

ISCVWorst drop−9.3%14.3% vol

IJRWorst drop−9.7%15.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

ISCVIJR

+16.6%Year to date+18.3%

1.9%Yield1.2%

+21.2%Past year+21.3%

0.06%Fee0.06%

2–1IJR wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026