Compare · 4 funds side by side · dividends reinvested

SPYM, ISCG, VOO and VUG

SPYMSPDR×ISCGiShares×VOOVanguard×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,553SPYM · best of the four

02 / 04

SPYM, ISCG, VOO and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.6

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T2.1

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

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B3.3

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: SPYM 2005 · ISCG 2004 · VOO 2010 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

ISCG

VOO

Vanguard S&P 500 ETF · $1.00T$17,543

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

ISCGMeasureVOO

+11.8%Year to dateJan 1 → Nov 9+11.3%

+14.9%1 yearTotal return+13.6%

+19.6%3 years · per year$10,000 became $17,100 · $18,159+22.0%

+3.9%5 years · per year$10,000 became $12,106 · $17,543+11.9%

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

0.65%Trailing 12-mo yield$65 · $107 a year on $10k1.07%

−11.4%Worst dropSmaller is better−8.9%

18.8%VolatilityLower is calmer13.7%

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

2–6VOO 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 VOO: Top 5 Holdings

Today

ISCG

3.8%in top 5

VOO

in top 528.3%

ISCGStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

1.0%OKTAnot top 5

0.8%TEAMnot top 5

0.7%ROKUnot top 5

0.7%GHnot top 5

0.6%Unot top 5

Held in common0.6%

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

ISCG vs VOO Returns, Every Period

iSharesISCG

+3.9%

5 years, per year

VOOVanguard

+11.9%

5 years, per year

ISCGVOOFaded: behind in that period

2–2Level

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

Stocks vs Core: ISCG vs VOO

YTD

iSharesISCG

+11.8%

VOOVanguard

+11.3%

+11.8%Year to date+11.3%

−11.4%Worst drop · 1Y−8.9%

18.8%Volatility · 1Y13.7%

0.6%Yield1.1%

$967MAssets$1.00T

3–1VOO wins

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

Cost, Income and Risk

Fees: SPYM, ISCG, VOO, VUG

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VOO0.03%$3

VUG0.03%$3

ISCG0.06%$6

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

Yields: SPYM, ISCG, VOO, VUG

1.07%highest, VOO

FundTrailing yieldYield$10k

VOO1.07%$107

SPYM1.03%$103

ISCG0.65%$65

VUG0.41%$41

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

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

SPYM$103 − $2 = $101

ISCG$65 − $6 = $59

VUG$41 − $3 = $38

KeptFee

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

Overlap: SPYM, ISCG, VOO, VUG

Today

92.7%most shared, SPYM and VOO

SPYMISCGVOOVUG

SPYM—0.7%92.7%55.1%

ISCG0.7%—0.6%0.2%

VOO92.7%0.6%—58.2%

VUG55.1%0.2%58.2%—

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

VOOWorst drop−8.9%13.7% vol

SPYMWorst drop−8.9%13.7% 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

VOOISCG

+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$61.4B

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$875B

0–0level

End-of-day Nov 9, 2026