Compare · 4 funds side by side · dividends reinvested

VB, ISCG, VO and IWF

VBVanguard×ISCGiShares×VOVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,330IWF · best of the four

02 / 04

VB, ISCG, VO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B1.5

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.28%+11.2%+14.6%+18.5%+5.9%−9.0%16.2%$76.9B2.0

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.68%+6.9%+9.6%+18.7%+3.5%−11.4%18.6%$927M3.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B3.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: VB 2004 · ISCG 2004 · VO 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Small-Cap Growth ETF · $927M$11,876

ISCG

Vanguard Morningstar Mid-Cap ETF · $103B$13,616

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

ISCGMeasureVO

+6.9%Year to dateJan 1 → Nov 5+10.7%

+9.6%1 yearTotal return+12.4%

+18.7%3 years · per year$10,000 became $16,721 · $16,795+18.9%

+3.5%5 years · per year$10,000 became $11,876 · $13,616+6.4%

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

0.68%Trailing 12-mo yield$68 · $139 a year on $10k1.39%

−11.4%Worst dropSmaller is better−8.2%

18.6%VolatilityLower is calmer12.9%

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

0–8VO wins

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

More Ways to See the Pairs

ISCG vs VO: Top 5 Holdings

Today

ISCG

4.1%in top 5

in top 55.3%

ISCGStockVO

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

1.1%OKTAnot top 5

not top 5PSX1.0%

1.0%TEAMnot top 5

not top 5PWR1.0%

0.7%GHnot top 5

0.7%ROKUnot top 5

0.6%RBRKnot top 5

Held in common0.4%

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

ISCG vs VO Returns, Every Period

iSharesISCG

+3.5%

5 years, per year

VOVanguard

+6.4%

5 years, per year

ISCGVOFaded: behind in that period

0–4VO wins

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

ISCG vs VO

YTD

iSharesISCG

+6.9%

VOVanguard

+10.7%

+6.9%Year to date+10.7%

−11.4%Worst drop · 1Y−8.2%

18.6%Volatility · 1Y12.9%

0.7%Yield1.4%

$927MAssets$103B

4–0VO wins

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

Cost, Income and Risk

Fees: VB, ISCG, VO, IWF

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

VO0.03%$3

ISCG0.06%$6

IWF0.18%$18

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

Yields: VB, ISCG, VO, IWF

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

VB1.28%$129

ISCG0.68%$68

IWF0.39%$39

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

VB$129 − $3 = $126

ISCG$68 − $6 = $62

IWF$39 − $18 = $21

KeptFee

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

Overlap: VB, ISCG, VO, IWF

Today

45.5%most shared, VB and ISCG

VBISCGVOIWF

VB—45.5%2.5%3.9%

ISCG45.5%—0.4%1.8%

VO2.5%0.4%—9.2%

IWF3.9%1.8%9.2%—

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

Return vs Bumpiness: 4 ETFs

+14.6%VB, at 16.2% volatility

VOWorst drop−8.2%12.9% vol

VBWorst drop−9.0%16.2% vol

ISCGWorst drop−11.4%18.6% vol

IWFWorst drop−14.6%19.3% vol

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

Paid More vs Made More

YTD

VOVB

+10.7%Year to date+11.2%

1.4%Yield1.3%

+12.4%Past year+14.6%

0.03%Fee0.03%

2–1VB 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$59.1B

1–1level

End-of-day Nov 5, 2026

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$75.4BAssets$76.9B

2–0VB wins

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026