Compare · 3 funds side by side · dividends reinvested

VBR, ISCG and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,865VTV · best of the three

02 / 04

VBR, ISCG and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.0

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%$35.1B2.1

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%$934M2.9

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 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Small-Cap Value ETF · $35.1B$15,273

VBR

ISCG

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

$10,000 five years ago, dividends reinvested · they hold 28.3% in common

VBRMeasureISCG

+18.9%Year to dateJan 1 → Nov 9+11.8%

+24.0%1 yearTotal return+14.9%

+19.1%3 years · per year$10,000 became $16,888 · $17,100+19.6%

+8.8%5 years · per year$10,000 became $15,273 · $12,106+3.9%

0.05%Expense ratio$5 · $6 a year on $10k · lower is better0.06%

1.78%Trailing 12-mo yield$178 · $65 a year on $10k0.65%

−8.9%Worst dropSmaller is better−11.4%

14.4%VolatilityLower is calmer18.8%

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

7–1VBR wins

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

More Ways to See the Pairs

VBR vs ISCG: Top 5 Holdings

Today

VBR

3.3%in top 5

ISCG

in top 53.8%

VBRStockISCG

not top 5OKTA1.0%

not top 5TEAM0.8%

0.8%MRNAnot top 5

not top 5ROKU0.7%

0.7%JBLnot top 5

not top 5GH0.7%

not top 5U0.6%

0.6%WSMnot top 5

0.6%ATOnot top 5

0.6%FFIVnot top 5

Held in common28.3%

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

VBR vs ISCG Returns, Every Period

VanguardVBR

+8.8%

5 years, per year

ISCGiShares

+3.9%

5 years, per year

VBRISCGFaded: behind in that period

3–1VBR wins

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

VBR vs VTV

YTD

VanguardVBR

+18.9%

VTVVanguard

+20.9%

+18.9%Year to date+20.9%

−8.9%Worst drop · 1Y−6.4%

14.4%Volatility · 1Y10.8%

1.8%Yield1.8%

$35.1BAssets$184B

3–0VTV wins

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

Cost, Income and Risk

Fees: VBR, ISCG, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VBR0.05%$5

ISCG0.06%$6

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

Yields: VBR, ISCG, VTV

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

VBR1.78%$178

ISCG0.65%$65

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

VBR$178 − $5 = $173

ISCG$65 − $6 = $59

KeptFee

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

Overlap: VBR, ISCG, VTV

Today

28.3%most shared, VBR and ISCG

VBRISCGVTV

VBR—28.3%0.7%

ISCG28.3%—0.0%

VTV0.7%0.0%—

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

Return vs Bumpiness: 3 ETFs

+25.4%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

VBRWorst drop−8.9%14.4% vol

ISCGWorst drop−11.4%18.8% vol

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

Paid More vs Made More

YTD

VTVVBR

+20.9%Year to date+18.9%

1.8%Yield1.8%

+25.4%Past year+24.0%

0.03%Fee0.05%

3–0VTV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

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