Compare · 2 funds side by side · dividends reinvested

IWM and ISCG

IWMiShares×ISCGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,509IWM · best of the two

02 / 04

IWM and ISCG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+16.2%+16.9%+21.6%+6.2%−11.1%18.2%$75.8B1.3

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.65%+12.3%+13.0%+21.2%+5.0%−11.4%18.0%$966M1.8

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: IWM 2000 · ISCG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Small-Cap Growth ETF · $966M$12,768

ISCG

IWM

iShares Russell 2000 ETF · $75.8B$13,509

$10,000 five years ago, dividends reinvested · they hold 40.1% in common

ISCGMeasureIWM

+12.3%Year to dateJan 1 → Nov 4+16.2%

+13.0%1 yearTotal return+16.9%

+21.2%3 years · per year$10,000 became $17,783 · $18,002+21.6%

+5.0%5 years · per year$10,000 became $12,768 · $13,509+6.2%

0.06%Expense ratio$6 · $19 a year on $10k · lower is better0.19%

0.65%Trailing 12-mo yield$65 · $96 a year on $10k0.96%

−11.4%Worst dropSmaller is better−11.1%

18.0%VolatilityLower is calmer18.2%

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

2–6IWM wins

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

More Ways to See the Pairs

ISCG vs IWM: Top 5 Holdings

Today

ISCG

4.1%in top 5

IWM

in top 51.9%

ISCGStockIWM

1.1%OKTAnot top 5

1.0%TEAMnot top 5

0.7%GHnot top 5

0.7%ROKUnot top 5

0.6%RBRKnot top 5

not top 5GKOS0.5%

not top 5BTSG0.4%

not top 5MOG-A0.3%

not top 5UMBF0.3%

not top 5VSAT0.3%

Held in common40.1%

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

ISCG vs IWM Returns, Every Period

iSharesISCG

+5.0%

5 years, per year

IWMiShares

+6.2%

5 years, per year

ISCGIWMFaded: behind in that period

0–4IWM wins

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

ISCG vs IWM

YTD

iSharesISCG

+12.3%

IWMiShares

+16.2%

+12.3%Year to date+16.2%

−11.4%Worst drop · 1Y−11.1%

18.0%Volatility · 1Y18.2%

0.6%Yield1.0%

$966MAssets$75.8B

3–1IWM wins

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

Cost, Income and Risk

Fees: IWM, ISCG

Today

0.06%lowest, ISCG

FundExpense ratioFee$10k

ISCG0.06%$6

IWM0.19%$19

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

Yields: IWM, ISCG

0.96%highest, IWM

FundTrailing yieldYield$10k

IWM0.96%$96

ISCG0.65%$65

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

Income After Fees on $10,000

$77most kept, IWM

IWM$96 − $19 = $77

ISCG$65 − $6 = $59

KeptFee

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

Overlap: IWM, ISCG

Today

40.1%most shared, IWM and ISCG

IWMISCG

IWM—40.1%

ISCG40.1%—

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

Return vs Bumpiness: 2 ETFs

+16.9%IWM, at 18.2% volatility

ISCGWorst drop−11.4%18.0% vol

IWMWorst drop−11.1%18.2% vol

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

Paid More vs Made More

YTD

IWMISCG

+16.2%Year to date+12.3%

1.0%Yield0.6%

+16.9%Past year+13.0%

0.19%Fee0.06%

3–1IWM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

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