Compare · 4 funds side by side · dividends reinvested

VB, ISCG, IJR and VO

VBVanguard×ISCGiShares×IJRiShares×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$13,590VO · best of the four

02 / 04

VB, ISCG, IJR and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.6

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.28%+11.8%+14.0%+18.5%+6.0%−9.0%16.2%$76.9B2.1

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$104B2.5

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.67%+7.9%+9.1%+18.9%+3.6%−11.4%18.5%$934M3.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: VB 2004 · ISCG 2004 · IJR 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Small-Cap ETF · $76.9B$13,413

ISCG

iShares Morningstar Small-Cap Growth ETF · $934M$11,960

$10,000 five years ago, dividends reinvested · they hold 45.4% in common

VBMeasureISCG

+11.8%Year to dateJan 1 → Nov 6+7.9%

+14.0%1 yearTotal return+9.1%

+18.5%3 years · per year$10,000 became $16,654 · $16,813+18.9%

+6.0%5 years · per year$10,000 became $13,413 · $11,960+3.6%

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

1.28%Trailing 12-mo yield$128 · $67 a year on $10k0.67%

−9.0%Worst dropSmaller is better−11.4%

16.2%VolatilityLower is calmer18.5%

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

7–1VB wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VB vs ISCG: Top 5 Holdings

Today

2.9%in top 5

ISCG

in top 54.0%

VBStockISCG

not top 5TEAM1.0%

not top 5OKTA1.0%

not top 5ROKU0.7%

0.7%NTRAnot top 5

not top 5GH0.7%

not top 5U0.6%

0.6%TWLOnot top 5

0.5%RVMDnot top 5

0.5%ILMNnot top 5

0.5%Pnot top 5

Held in common45.4%

End-of-day Nov 6, 2026 · share of each fund

VB vs ISCG Returns, Every Period

VanguardVB

+6.0%

5 years, per year

ISCGiShares

+3.6%

5 years, per year

VBISCGFaded: behind in that period

3–1VB wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

VB vs VO

YTD

VanguardVB

+11.8%

VOVanguard

+10.6%

+11.8%Year to date+10.6%

−9.0%Worst drop · 1Y−8.2%

16.2%Volatility · 1Y12.9%

1.3%Yield1.4%

$76.9BAssets$103B

3–1VO wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VB, ISCG, IJR, VO

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

VO0.03%$3

ISCG0.06%$6

IJR0.06%$6

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: VB, ISCG, IJR, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

VB1.28%$128

IJR1.24%$124

ISCG0.67%$67

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

VB$128 − $3 = $125

IJR$124 − $6 = $118

ISCG$67 − $6 = $61

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: VB, ISCG, IJR, VO

Today

45.4%most shared, VB and ISCG

VBISCGIJRVO

VB—45.4%18.1%2.5%

ISCG45.4%—25.0%0.4%

IJR18.1%25.0%—0.0%

VO2.5%0.4%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+17.6%IJR, at 16.2% volatility

VOWorst drop−8.2%12.9% vol

IJRWorst drop−9.7%16.2% vol

VBWorst drop−9.0%16.2% vol

ISCGWorst drop−11.4%18.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VOIJR

+10.6%Year to date+15.5%

1.4%Yield1.2%

+11.6%Past year+17.6%

0.03%Fee0.06%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026