Compare · 3 funds side by side · dividends reinvested

VBR, ISCG and VUG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,326VUG · best of the three

Story of the three · IncomeMost incomeVBR · 1.80% · $180 a year on $10k

Story of the three · RiskSmallest drop

VBR, ISCG and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.80%+17.8%+20.3%+18.5%+8.4%−8.9%14.4%$35.1B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−15.1%19.1%$233B2.3

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.65%+10.8%+11.9%+18.4%+3.3%−11.4%18.8%$959M2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: VBR 2004 · ISCG 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Morningstar Small-Cap Growth ETF · $959M$11,782

ISCG

VBR

Vanguard Morningstar Small-Cap Value ETF · $35.1B$14,958

$10,000 five years ago, dividends reinvested · they hold 28.1% in common

ISCG

More Ways to See the Pairs

ISCG vs VBR: Top 5 Holdings

Today

ISCG

3.7%in top 5

VBR

in top 53.3%

ISCGStockVBR

1.0%OKTAnot top 5

0.8%TEAMnot top 5

not top 5MRNA0.8%

not top 5JBL0.7%

0.7%GHnot top 5

Cost, Income and Risk

Fees: VBR, ISCG, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VBR0.05%$5

ISCG0.06%$6

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: VBR, ISCG, VUG

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.9B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Measure

VBR

+10.8%Year to dateJan 1 → Nov 12+17.8%

+11.9%1 yearTotal return+20.3%

+18.4%3 years · per year$10,000 became $16,599 · $16,638+18.5%

+3.3%5 years · per year$10,000 became $11,782 · $14,958+8.4%

0.06%Expense ratio$6 · $5 a year on $10k · lower is better0.05%

0.65%Trailing 12-mo yield$65 · $180 a year on $10k1.80%

−11.4%Worst dropSmaller is better−8.9%

18.8%VolatilityLower is calmer14.4%

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

0–8VBR wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5WSM0.6%

not top 5ATO0.6%

0.6%Unot top 5

0.6%NBIXnot top 5

not top 5FFIV0.6%

Held in common28.1%

End-of-day Nov 12, 2026 · share of each fund

ISCG vs VBR Returns, Every Period

5Y

iSharesISCG

+3.3%

5 years, per year

VBRVanguard

+8.4%

5 years, per year

ISCGVBRFaded: behind in that period

0–4VBR wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

ISCG vs VBR

YTD

iSharesISCG

+10.8%

VBRVanguard

+17.8%

+10.8%Year to date+17.8%

−11.4%Worst drop · 1Y−8.9%

18.8%Volatility · 1Y14.4%

0.7%Yield1.8%

$959MAssets$35.1B

4–0VBR wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

1.80%highest, VBR

FundTrailing yieldYield$10k

VBR1.80%$180

ISCG0.65%$65

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$175most kept, VBR

VBR$180 − $5 = $175

ISCG$65 − $6 = $59

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: VBR, ISCG, VUG

Today

28.1%most shared, VBR and ISCG

VBRISCGVUG

VBR—28.1%0.0%

ISCG28.1%—0.2%

VUG0.0%0.2%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+20.3%VBR, at 14.4% volatility

VBRWorst drop−8.9%14.4% vol

ISCGWorst drop−11.4%18.8% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

VBRISCG

+17.8%Year to date+10.8%

1.8%Yield0.7%

+20.3%Past year+11.9%

0.05%Fee0.06%

4–0VBR wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

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VBR, ISCG and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three