Compare · 2 funds side by side · dividends reinvested

VBR and ISCG

VBRVanguard×ISCGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,197VBR · best of the two

02 / 04

VBR and ISCG, 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%+19.5%+19.0%+8.7%−8.9%14.2%$35.1B1.0

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.67%+7.9%+9.1%+18.9%+3.6%−11.4%18.5%$927M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: VBR 2004 · ISCG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Small-Cap Value ETF · $35.1B$15,197

VBR

ISCG

iShares Morningstar Small-Cap Growth ETF · $927M$11,960

$10,000 five years ago, dividends reinvested · they hold 28.4% in common

VBRMeasureISCG

+15.9%Year to dateJan 1 → Nov 6+7.9%

+19.5%1 yearTotal return+9.1%

+19.0%3 years · per year$10,000 became $16,848 · $16,813+18.9%

+8.7%5 years · per year$10,000 became $15,197 · $11,960+3.6%

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

1.83%Trailing 12-mo yield$183 · $67 a year on $10k0.67%

−8.9%Worst dropSmaller is better−11.4%

14.2%VolatilityLower is calmer18.5%

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

8–0VBR wins

End-of-day Nov 6, 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 54.0%

VBRStockISCG

not top 5TEAM1.0%

not top 5OKTA1.0%

0.8%MRNAnot top 5

not top 5ROKU0.7%

0.7%JBLnot top 5

not top 5GH0.7%

0.6%WSMnot top 5

not top 5U0.6%

0.6%ATOnot top 5

0.6%FFIVnot top 5

Held in common28.4%

End-of-day Nov 6, 2026 · share of each fund

VBR vs ISCG Returns, Every Period

VanguardVBR

+8.7%

5 years, per year

ISCGiShares

+3.6%

5 years, per year

VBRISCGFaded: behind in that period

4–0VBR wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

VBR vs ISCG

YTD

VanguardVBR

+15.9%

ISCGiShares

+7.9%

+15.9%Year to date+7.9%

−8.9%Worst drop · 1Y−11.4%

14.2%Volatility · 1Y18.5%

1.8%Yield0.7%

$35.1BAssets$927M

4–0VBR wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VBR, ISCG

Today

0.05%lowest, VBR

FundExpense ratioFee$10k

VBR0.05%$5

ISCG0.06%$6

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: VBR, ISCG

1.83%highest, VBR

FundTrailing yieldYield$10k

VBR1.83%$183

ISCG0.67%$67

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$178most kept, VBR

VBR$183 − $5 = $178

ISCG$67 − $6 = $61

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: VBR, ISCG

Today

28.4%most shared, VBR and ISCG

VBRISCG

VBR—28.4%

ISCG28.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.5%VBR, at 14.2% volatility

VBRWorst drop−8.9%14.2% vol

ISCGWorst drop−11.4%18.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VBRISCG

+15.9%Year to date+7.9%

1.8%Yield0.7%

+19.5%Past year+9.1%

0.05%Fee0.06%

4–0VBR wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026