Compare · 3 funds side by side · dividends reinvested

VB, ISCG and IJR

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,413VB · best of the three

02 / 04

VB, ISCG and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.28%+11.8%+14.0%+18.5%+6.0%−9.0%16.2%$76.9B1.5

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%$104B1.8

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%$927M2.6

Rank among the three1st → 3rdFee, 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

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Small-Cap Growth ETF · $927M$11,960

ISCG

IJR

iShares Core S&P Small-Cap ETF · $104B$13,170

$10,000 five years ago, dividends reinvested · they hold 25.0% in common

ISCGMeasureIJR

+7.9%Year to dateJan 1 → Nov 6+15.5%

+9.1%1 yearTotal return+17.6%

+18.9%3 years · per year$10,000 became $16,813 · $16,147+17.3%

+3.6%5 years · per year$10,000 became $11,960 · $13,170+5.7%

0.06%Expense ratio$6 · $6 a year on $10k · lower is better0.06%

0.67%Trailing 12-mo yield$67 · $124 a year on $10k1.24%

−11.4%Worst dropSmaller is better−9.7%

18.5%VolatilityLower is calmer16.2%

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

1–6IJR wins

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

More Ways to See the Pairs

ISCG vs IJR: Top 5 Holdings

Today

ISCG

4.0%in top 5

IJR

in top 52.6%

ISCGStockIJR

1.0%TEAMnot top 5

1.0%OKTAnot top 5

0.7%ROKUnot top 5

0.7%GHnot top 5

0.6%Unot top 5

not top 5PAYC0.6%

not top 5LTH0.5%

not top 5MTCH0.5%

not top 5RHP0.5%

not top 5PTGX0.5%

Held in common25.0%

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

ISCG vs IJR Returns, Every Period

iSharesISCG

+3.6%

5 years, per year

IJRiShares

+5.7%

5 years, per year

ISCGIJRFaded: behind in that period

1–3IJR wins

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

ISCG vs VB

YTD

iSharesISCG

+7.9%

VBVanguard

+11.8%

+7.9%Year to date+11.8%

−11.4%Worst drop · 1Y−9.0%

18.5%Volatility · 1Y16.2%

0.7%Yield1.3%

$927MAssets$76.9B

4–0VB wins

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

Cost, Income and Risk

Fees: VB, ISCG, IJR

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

ISCG0.06%$6

IJR0.06%$6

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

Yields: VB, ISCG, IJR

1.28%highest, VB

FundTrailing yieldYield$10k

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

$125most kept, VB

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

Today

45.4%most shared, VB and ISCG

VBISCGIJR

VB—45.4%18.1%

ISCG45.4%—25.0%

IJR18.1%25.0%—

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

Return vs Bumpiness: 3 ETFs

+17.6%IJR, at 16.2% volatility

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

VBIJR

+11.8%Year to date+15.5%

1.3%Yield1.2%

+14.0%Past year+17.6%

0.03%Fee0.06%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$75.4BAssets$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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026