Compare · 2 funds side by side · dividends reinvested

ISCV and VBK

ISCViShares×VBKVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,401ISCV · best of the two

02 / 04

ISCV and VBK, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Morningstar Small Cap Value ETFUS Stock Styles · Small cap0.06%1.86%+19.1%+24.1%+21.1%+9.0%−9.3%14.4%$693M1.1

Vanguard Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.05%0.42%+10.9%+10.8%+19.9%+3.5%−11.4%20.5%$22.8B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: ISCV 2004 · VBK 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Small Cap Value ETF · $693M$15,401

ISCV

VBK

Vanguard Morningstar Small-Cap Growth ETF · $22.8B$11,893

$10,000 five years ago, dividends reinvested · they hold 13.9% in common

ISCVMeasureVBK

+19.1%Year to dateJan 1 → Nov 4+10.9%

+24.1%1 yearTotal return+10.8%

+21.1%3 years · per year$10,000 became $17,752 · $17,239+19.9%

+9.0%5 years · per year$10,000 became $15,401 · $11,893+3.5%

0.06%Expense ratio$6 · $5 a year on $10k · lower is better0.05%

1.86%Trailing 12-mo yield$186 · $42 a year on $10k0.42%

−9.3%Worst dropSmaller is better−11.4%

14.4%VolatilityLower is calmer20.5%

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

7–1ISCV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ISCV vs VBK: Top 5 Holdings

Today

ISCV

2.9%in top 5

VBK

in top 56.4%

ISCVStockVBK

not top 5NTRA1.6%

not top 5TWLO1.3%

not top 5RVMD1.2%

not top 5ILMN1.2%

not top 5P1.2%

0.6%SWKSnot top 5

0.6%BBYnot top 5

0.6%HSTnot top 5

0.6%JLLnot top 5

0.5%RGAnot top 5

Held in common13.9%

End-of-day Nov 4, 2026 · share of each fund

ISCV vs VBK Returns, Every Period

iSharesISCV

+9.0%

5 years, per year

VBKVanguard

+3.5%

5 years, per year

ISCVVBKFaded: behind in that period

4–0ISCV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

ISCV vs VBK

YTD

iSharesISCV

+19.1%

VBKVanguard

+10.9%

+19.1%Year to date+10.9%

−9.3%Worst drop · 1Y−11.4%

14.4%Volatility · 1Y20.5%

1.9%Yield0.4%

$693MAssets$22.8B

4–0ISCV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ISCV, VBK

Today

0.05%lowest, VBK

FundExpense ratioFee$10k

VBK0.05%$5

ISCV0.06%$6

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: ISCV, VBK

1.86%highest, ISCV

FundTrailing yieldYield$10k

ISCV1.86%$186

VBK0.42%$42

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$180most kept, ISCV

ISCV$186 − $6 = $180

VBK$42 − $5 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: ISCV, VBK

Today

13.9%most shared, ISCV and VBK

ISCVVBK

ISCV—13.9%

VBK13.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+24.1%ISCV, at 14.4% volatility

ISCVWorst drop−9.3%14.4% vol

VBKWorst drop−11.4%20.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

ISCVVBK

+19.1%Year to date+10.9%

1.9%Yield0.4%

+24.1%Past year+10.8%

0.06%Fee0.05%

3–1ISCV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026