Compare · 4 funds side by side · dividends reinvested

SPY, ISCG, VUG and IVV

SPYSPDR×ISCGiShares×VUGVanguard×IVViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,545IVV · best of the four

02 / 04

SPY, ISCG, VUG and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.6

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.4

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%$934M2.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B3.1

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: SPY 1993 · ISCG 2004 · VUG 2004 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,565

VUG

ISCG

iShares Morningstar Small-Cap Growth ETF · $934M$12,106

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

VUGMeasureISCG

+4.2%Year to dateJan 1 → Nov 9+11.8%

+4.7%1 yearTotal return+14.9%

+22.9%3 years · per year$10,000 became $18,569 · $17,100+19.6%

+10.6%5 years · per year$10,000 became $16,565 · $12,106+3.9%

0.03%Expense ratio$3 · $6 a year on $10k · lower is better0.06%

0.41%Trailing 12-mo yield$41 · $65 a year on $10k0.65%

−15.1%Worst dropSmaller is better−11.4%

19.1%VolatilityLower is calmer18.8%

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

3–5ISCG wins

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

More Ways to See the Pairs

VUG vs ISCG: Top 5 Holdings

Today

VUG

45.2%in top 5

ISCG

in top 53.8%

VUGStockISCG

13.5%NVDAnot top 5

12.5%AAPLnot top 5

9.7%MSFTnot top 5

5.2%GOOGLnot top 5

4.3%AVGOnot top 5

not top 5OKTA1.0%

not top 5TEAM0.8%

not top 5ROKU0.7%

not top 5GH0.7%

not top 5U0.6%

Held in common0.2%

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

VUG vs ISCG Returns, Every Period

VanguardVUG

+10.6%

5 years, per year

ISCGiShares

+3.9%

5 years, per year

VUGISCGFaded: behind in that period

2–2Level

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

Stocks vs Core: VUG vs IVV

YTD

VanguardVUG

+4.2%

IVViShares

+11.3%

+4.2%Year to date+11.3%

−15.1%Worst drop · 1Y−8.9%

19.1%Volatility · 1Y13.8%

0.4%Yield1.1%

$233BAssets$853B

4–0IVV wins

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

Cost, Income and Risk

Fees: SPY, ISCG, VUG, IVV

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IVV0.03%$3

ISCG0.06%$6

SPY0.09%$9

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

Yields: SPY, ISCG, VUG, IVV

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

SPY1.01%$101

ISCG0.65%$65

VUG0.41%$41

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

SPY$101 − $9 = $92

ISCG$65 − $6 = $59

VUG$41 − $3 = $38

KeptFee

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

Overlap: SPY, ISCG, VUG, IVV

Today

99.9%most shared, SPY and IVV

SPYISCGVUGIVV

SPY—0.7%55.1%99.9%

ISCG0.7%—0.2%0.7%

VUG55.1%0.2%—55.1%

IVV99.9%0.7%55.1%—

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

Return vs Bumpiness: 4 ETFs

+14.9%ISCG, at 18.8% volatility

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

ISCGWorst drop−11.4%18.8% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

IVVISCG

+11.3%Year to date+11.8%

1.1%Yield0.6%

+13.6%Past year+14.9%

0.03%Fee0.06%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

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$59.7B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026