Compare · 4 funds side by side · dividends reinvested

IWM, ISCG, IWF and VO

IWMiShares×ISCGiShares×IWFiShares×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,892IWF · best of the four

02 / 04

IWM, ISCG, IWF and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B1.8

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.97%+15.5%+18.7%+19.8%+5.1%−11.1%18.8%$77.9B2.3

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%$967M2.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B3.1

Rank among the four1st → 4thFee, 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: IWM 2000 · ISCG 2004 · IWF 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

ISCG

Vanguard Morningstar Mid-Cap ETF · $103B$13,867

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

ISCGMeasureVO

+11.8%Year to dateJan 1 → Nov 9+13.6%

+14.9%1 yearTotal return+15.6%

+19.6%3 years · per year$10,000 became $17,100 · $16,763+18.8%

+3.9%5 years · per year$10,000 became $12,106 · $13,867+6.8%

0.06%Expense ratio$6 · $3 a year on $10k · lower is better0.03%

0.65%Trailing 12-mo yield$65 · $135 a year on $10k1.35%

−11.4%Worst dropSmaller is better−8.2%

18.8%VolatilityLower is calmer13.1%

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

1–7VO wins

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

More Ways to See the Pairs

ISCG vs VO: Top 5 Holdings

Today

ISCG

3.8%in top 5

in top 55.3%

ISCGStockVO

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

1.0%OKTAnot top 5

not top 5PWR1.0%

0.8%TEAMnot top 5

0.7%ROKUnot top 5

0.7%GHnot top 5

0.6%Unot top 5

Held in common0.4%

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

ISCG vs VO Returns, Every Period

iSharesISCG

+3.9%

5 years, per year

VOVanguard

+6.8%

5 years, per year

ISCGVOFaded: behind in that period

1–3VO wins

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

ISCG vs VO

YTD

iSharesISCG

+11.8%

VOVanguard

+13.6%

+11.8%Year to date+13.6%

−11.4%Worst drop · 1Y−8.2%

18.8%Volatility · 1Y13.1%

0.6%Yield1.4%

$967MAssets$103B

4–0VO wins

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

Cost, Income and Risk

Fees: IWM, ISCG, IWF, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

ISCG0.06%$6

IWF0.18%$18

IWM0.19%$19

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

Yields: IWM, ISCG, IWF, VO

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

IWM0.97%$97

ISCG0.65%$65

IWF0.38%$38

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

IWM$97 − $19 = $78

ISCG$65 − $6 = $59

IWF$38 − $18 = $20

KeptFee

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

Overlap: IWM, ISCG, IWF, VO

Today

40.4%most shared, IWM and ISCG

IWMISCGIWFVO

IWM—40.4%0.0%0.0%

ISCG40.4%—1.8%0.4%

IWF0.0%1.8%—9.2%

VO0.0%0.4%9.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+18.7%IWM, at 18.8% volatility

VOWorst drop−8.2%13.1% vol

ISCGWorst drop−11.4%18.8% vol

IWMWorst drop−11.1%18.8% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VOIWM

+13.6%Year to date+15.5%

1.4%Yield1.0%

+15.6%Past year+18.7%

0.03%Fee0.19%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

IWM vs VB

YTD

iSharesIWM

+15.5%

VBVanguard

+15.3%

+15.5%Year to date+15.3%

1.0%Yield1.2%

$77.9BAssets$76.9B

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