Compare · 3 funds side by side · dividends reinvested

VBR, ISCG and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,892IWF · best of the three

02 / 04

VBR, ISCG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.78%+18.9%+24.0%+19.1%+8.8%−8.9%14.4%$35.1B1.4

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%$934M2.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B2.5

Rank among the three1st → 3rdFee, 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: VBR 2004 · ISCG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $115B$15,892

IWF

ISCG

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

$10,000 five years ago, dividends reinvested · they hold 1.8% in common

IWFMeasureISCG

−2.5%Year to dateJan 1 → Nov 9+11.8%

−2.2%1 yearTotal return+14.9%

+19.8%3 years · per year$10,000 became $17,207 · $17,100+19.6%

+9.7%5 years · per year$10,000 became $15,892 · $12,106+3.9%

0.18%Expense ratio$18 · $6 a year on $10k · lower is better0.06%

0.38%Trailing 12-mo yield$38 · $65 a year on $10k0.65%

−14.6%Worst dropSmaller is better−11.4%

19.5%VolatilityLower is calmer18.8%

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

2–6ISCG wins

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

More Ways to See the Pairs

IWF vs ISCG: Top 5 Holdings

Today

IWF

39.7%in top 5

ISCG

in top 53.8%

IWFStockISCG

14.3%NVDAnot top 5

8.8%AAPLnot top 5

6.5%MSFTnot top 5

5.5%GOOGLnot top 5

4.5%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 common1.8%

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

IWF vs ISCG Returns, Every Period

iSharesIWF

+9.7%

5 years, per year

ISCGiShares

+3.9%

5 years, per year

IWFISCGFaded: behind in that period

2–2Level

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

IWF vs VBR

YTD

iSharesIWF

−2.5%

VBRVanguard

+18.9%

−2.5%Year to date+18.9%

−14.6%Worst drop · 1Y−8.9%

19.5%Volatility · 1Y14.4%

0.4%Yield1.8%

$115BAssets$35.1B

4–0VBR wins

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

Cost, Income and Risk

Fees: VBR, ISCG, IWF

Today

0.05%lowest, VBR

FundExpense ratioFee$10k

VBR0.05%$5

ISCG0.06%$6

IWF0.18%$18

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

Yields: VBR, ISCG, IWF

1.78%highest, VBR

FundTrailing yieldYield$10k

VBR1.78%$178

ISCG0.65%$65

IWF0.38%$38

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

Income After Fees on $10,000

$173most kept, VBR

VBR$178 − $5 = $173

ISCG$65 − $6 = $59

IWF$38 − $18 = $20

KeptFee

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

Overlap: VBR, ISCG, IWF

Today

28.3%most shared, VBR and ISCG

VBRISCGIWF

VBR—28.3%0.7%

ISCG28.3%—1.8%

IWF0.7%1.8%—

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

Return vs Bumpiness: 3 ETFs

+24.0%VBR, at 14.4% volatility

VBRWorst drop−8.9%14.4% vol

ISCGWorst drop−11.4%18.8% vol

IWFWorst drop−14.6%19.5% vol

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

Paid More vs Made More

YTD

VBRISCG

+18.9%Year to date+11.8%

1.8%Yield0.6%

+24.0%Past year+14.9%

0.05%Fee0.06%

4–0VBR wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026