Compare · 3 funds side by side · dividends reinvested

VO, ISCG and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,049IJH · best of the three

02 / 04

VO, ISCG and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B1.5

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.6%+17.5%+16.9%+7.0%−8.8%15.8%$125B1.8

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%$967M2.8

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: VO 2004 · ISCG 2004 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Small-Cap Growth ETF · $967M$12,106

ISCG

Vanguard Morningstar Mid-Cap ETF · $103B$13,867

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

ISCGMeasureVO

+11.8%Year to dateJan 1 → Nov 9+13.6%

+14.9%1 yearTotal return+15.6%

+19.6%3 years · per year$10,000 became $17,100 · $16,763+18.8%

+3.9%5 years · per year$10,000 became $12,106 · $13,867+6.8%

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

0.65%Trailing 12-mo yield$65 · $135 a year on $10k1.35%

−11.4%Worst dropSmaller is better−8.2%

18.8%VolatilityLower is calmer13.1%

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

1–7VO wins

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

More Ways to See the Pairs

ISCG vs VO: Top 5 Holdings

Today

ISCG

3.8%in top 5

in top 55.3%

ISCGStockVO

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

1.0%OKTAnot top 5

not top 5PWR1.0%

0.8%TEAMnot top 5

0.7%ROKUnot top 5

0.7%GHnot top 5

0.6%Unot top 5

Held in common0.4%

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

ISCG vs VO Returns, Every Period

iSharesISCG

+3.9%

5 years, per year

VOVanguard

+6.8%

5 years, per year

ISCGVOFaded: behind in that period

1–3VO wins

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

ISCG vs VO

YTD

iSharesISCG

+11.8%

VOVanguard

+13.6%

+11.8%Year to date+13.6%

−11.4%Worst drop · 1Y−8.2%

18.8%Volatility · 1Y13.1%

0.6%Yield1.4%

$967MAssets$103B

4–0VO wins

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

Cost, Income and Risk

Fees: VO, ISCG, IJH

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJH0.05%$5

ISCG0.06%$6

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

Yields: VO, ISCG, IJH

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

IJH1.21%$121

ISCG0.65%$65

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

IJH$121 − $5 = $116

ISCG$65 − $6 = $59

KeptFee

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

Overlap: VO, ISCG, IJH

Today

39.5%most shared, ISCG and IJH

VOISCGIJH

VO—0.4%0.2%

ISCG0.4%—39.5%

IJH0.2%39.5%—

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

Return vs Bumpiness: 3 ETFs

+17.5%IJH, at 15.8% volatility

VOWorst drop−8.2%13.1% vol

IJHWorst drop−8.8%15.8% 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

VOIJH

+13.6%Year to date+13.6%

1.4%Yield1.2%

+15.6%Past year+17.5%

0.03%Fee0.05%

2–1VO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026