Compare · 3 funds side by side · dividends reinvested

VBR, ISCG and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,052VUG · best of the three

02 / 04

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%1.83%+15.9%+20.7%+19.3%+8.7%−8.9%14.3%$35.1B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.3

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%$927M2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: VBR 2004 · ISCG 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

ISCG

VUG

Vanguard Morningstar Growth ETF · $233B$16,052

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

ISCGMeasureVUG

+6.9%Year to dateJan 1 → Nov 5+0.5%

+9.6%1 yearTotal return−0.6%

+18.7%3 years · per year$10,000 became $16,721 · $18,532+22.8%

+3.5%5 years · per year$10,000 became $11,876 · $16,052+9.9%

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

0.68%Trailing 12-mo yield$68 · $43 a year on $10k0.43%

−11.4%Worst dropSmaller is better−15.1%

18.6%VolatilityLower is calmer19.0%

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

5–3ISCG 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 VUG: Top 5 Holdings

Today

ISCG

4.1%in top 5

VUG

in top 545.2%

ISCGStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

1.1%OKTAnot top 5

1.0%TEAMnot top 5

0.7%GHnot top 5

0.7%ROKUnot top 5

0.6%RBRKnot top 5

Held in common0.2%

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

ISCG vs VUG Returns, Every Period

iSharesISCG

+3.5%

5 years, per year

VUGVanguard

+9.9%

5 years, per year

ISCGVUGFaded: behind in that period

2–2Level

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

ISCG vs VBR

YTD

iSharesISCG

+6.9%

VBRVanguard

+15.9%

+6.9%Year to date+15.9%

−11.4%Worst drop · 1Y−8.9%

18.6%Volatility · 1Y14.3%

0.7%Yield1.8%

$927MAssets$35.1B

4–0VBR wins

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

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 5, 2026 · fee on $10,000 a year

Yields: VBR, ISCG, VUG

1.83%highest, VBR

FundTrailing yieldYield$10k

VBR1.83%$183

ISCG0.68%$68

VUG0.43%$43

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

Income After Fees on $10,000

$178most kept, VBR

VBR$183 − $5 = $178

ISCG$68 − $6 = $62

VUG$43 − $3 = $40

KeptFee

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

Return vs Bumpiness: 3 ETFs

+20.7%VBR, at 14.3% volatility

VBRWorst drop−8.9%14.3% vol

ISCGWorst drop−11.4%18.6% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

VBRISCG

+15.9%Year to date+6.9%

1.8%Yield0.7%

+20.7%Past year+9.6%

0.05%Fee0.06%

4–0VBR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026