Compare · 2 funds side by side · dividends reinvested

ISCV and VBR

ISCViShares×VBRVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,249VBR · best of the two

02 / 04

ISCV and VBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.80%+17.4%+21.0%+20.5%+8.8%−8.9%13.9%$35.1B1.4

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%$693M1.6

Rank among the two1st → 2ndFee, 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 · VBR 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

ISCV

VBR

Vanguard Morningstar Small-Cap Value ETF · $35.1B$15,249

$10,000 five years ago, dividends reinvested · they hold 58.7% in common

ISCVMeasureVBR

+16.6%Year to dateJan 1 → Nov 3+17.4%

+21.2%1 yearTotal return+21.0%

+20.6%3 years · per year$10,000 became $17,545 · $17,478+20.5%

+8.1%5 years · per year$10,000 became $14,758 · $15,249+8.8%

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

1.89%Trailing 12-mo yield$189 · $180 a year on $10k1.80%

−9.3%Worst dropSmaller is better−8.9%

14.3%VolatilityLower is calmer13.9%

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

3–5VBR 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 VBR: Top 5 Holdings

Today

ISCV

3.0%in top 5

VBR

in top 53.3%

ISCVStockVBR

not top 5MRNA0.8%

not top 5JBL0.7%

0.7%SWKSnot top 5

not top 5WSM0.6%

0.6%BBYnot top 5

not top 5ATO0.6%

0.6%APAnot top 5

not top 5FFIV0.6%

0.6%HSTnot top 5

0.6%CRLnot top 5

Held in common58.7%

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

ISCV vs VBR Returns, Every Period

iSharesISCV

+8.1%

5 years, per year

VBRVanguard

+8.8%

5 years, per year

ISCVVBRFaded: behind in that period

2–2Level

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

ISCV vs VBR

YTD

iSharesISCV

+16.6%

VBRVanguard

+17.4%

+16.6%Year to date+17.4%

−9.3%Worst drop · 1Y−8.9%

14.3%Volatility · 1Y13.9%

1.9%Yield1.8%

$693MAssets$35.1B

3–1VBR wins

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

Cost, Income and Risk

Fees: ISCV, VBR

Today

0.05%lowest, VBR

FundExpense ratioFee$10k

VBR0.05%$5

ISCV0.06%$6

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

Yields: ISCV, VBR

1.89%highest, ISCV

FundTrailing yieldYield$10k

ISCV1.89%$189

VBR1.80%$180

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

Income After Fees on $10,000

$183most kept, ISCV

ISCV$189 − $6 = $183

VBR$180 − $5 = $175

KeptFee

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

Overlap: ISCV, VBR

Today

58.7%most shared, ISCV and VBR

ISCVVBR

ISCV—58.7%

VBR58.7%—

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

Return vs Bumpiness: 2 ETFs

+21.2%ISCV, at 14.3% volatility

VBRWorst drop−8.9%13.9% vol

ISCVWorst drop−9.3%14.3% vol

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

Paid More vs Made More

YTD

ISCVVBR

+16.6%Year to date+17.4%

1.9%Yield1.8%

+21.2%Past year+21.0%

0.06%Fee0.05%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

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