Compare · 4 funds side by side · dividends reinvested

PSCD, IJS, VUG and IWF

PSCDInvesco×IJSiShares×VUGVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,052VUG · best of the four

02 / 04

PSCD, IJS, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares S&P Small-Cap 600 Value ETFUS Stock Styles · Small cap0.18%1.42%+16.2%+21.7%+18.0%+6.4%−9.3%16.3%$7.8B1.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.3

Invesco S&P SmallCap Consumer Discretionary ETFSectors · Consumer0.29%0.98%+12.8%+17.7%+14.8%+2.6%−14.2%23.6%$24M3.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: PSCD 2010 · IJS 2000 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P SmallCap Consumer Discretionary ETF · $24M$11,358

PSCD

IJS

iShares S&P Small-Cap 600 Value ETF · $7.8B$13,664

$10,000 five years ago, dividends reinvested · they hold 15.8% in common

PSCDMeasureIJS

+12.8%Year to dateJan 1 → Nov 5+16.2%

+17.7%1 yearTotal return+21.7%

+14.8%3 years · per year$10,000 became $15,127 · $16,426+18.0%

+2.6%5 years · per year$10,000 became $11,358 · $13,664+6.4%

0.29%Expense ratio$29 · $18 a year on $10k · lower is better0.18%

0.98%Trailing 12-mo yield$98 · $142 a year on $10k1.42%

−14.2%Worst dropSmaller is better−9.3%

23.6%VolatilityLower is calmer16.3%

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

0–8IJS wins

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

More Ways to See the Pairs

PSCD vs IJS: Top 5 Holdings

Today

PSCD

16.5%in top 5

IJS

in top 54.7%

PSCDStockIJS

3.6%LTHnot top 5

3.4%VSXY0.9%

3.3%ETSYnot top 5

3.2%POOL0.8%

3.1%KMXnot top 5

not top 5PAYC1.1%

not top 5MTCH1.0%

not top 5JXN0.9%

Held in common15.8%

End-of-day Nov 5, 2026 · share of each fund

PSCD vs IJS Returns, Every Period

InvescoPSCD

+2.6%

5 years, per year

IJSiShares

+6.4%

5 years, per year

PSCDIJSFaded: behind in that period

0–4IJS wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Sector vs Stocks: PSCD vs IJS

YTD

InvescoPSCD

+12.8%

IJSiShares

+16.2%

+12.8%Year to date+16.2%

−14.2%Worst drop · 1Y−9.3%

23.6%Volatility · 1Y16.3%

1.0%Yield1.4%

$24.2MAssets$7.8B

4–0IJS wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PSCD, IJS, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJS0.18%$18

IWF0.18%$18

PSCD0.29%$29

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: PSCD, IJS, VUG, IWF

1.42%highest, IJS

FundTrailing yieldYield$10k

IJS1.42%$142

PSCD0.98%$98

VUG0.43%$43

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$124most kept, IJS

IJS$142 − $18 = $124

PSCD$98 − $29 = $69

VUG$43 − $3 = $40

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: PSCD, IJS, VUG, IWF

Today

78.0%most shared, VUG and IWF

PSCDIJSVUGIWF

PSCD—15.8%0.0%0.0%

IJS15.8%—0.0%0.0%

VUG0.0%0.0%—78.0%

IWF0.0%0.0%78.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+21.7%IJS, at 16.3% volatility

IJSWorst drop−9.3%16.3% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.3% vol

PSCDWorst drop−14.2%23.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IJSPSCD

+16.2%Year to date+12.8%

1.4%Yield1.0%

+21.7%Past year+17.7%

0.18%Fee0.29%

4–0IJS wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026