Compare · 3 funds side by side · dividends reinvested

VO, ISCG and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,559IWF · best of the three

02 / 04

VO, ISCG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.34%+14.7%+15.3%+20.7%+7.4%−8.2%12.4%$103B1.4

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.65%+12.3%+13.0%+21.2%+5.0%−11.4%18.0%$974M2.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B2.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: VO 2004 · ISCG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap ETF · $103B$14,290

ISCG

iShares Morningstar Small-Cap Growth ETF · $974M$12,768

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

VOMeasureISCG

+14.7%Year to dateJan 1 → Nov 4+12.3%

+15.3%1 yearTotal return+13.0%

+20.7%3 years · per year$10,000 became $17,578 · $17,783+21.2%

+7.4%5 years · per year$10,000 became $14,290 · $12,768+5.0%

0.03%Expense ratio$3 · $6 a year on $10k · lower is better0.06%

1.34%Trailing 12-mo yield$134 · $65 a year on $10k0.65%

−8.2%Worst dropSmaller is better−11.4%

12.4%VolatilityLower is calmer18.0%

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

7–1VO wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VO vs ISCG: Top 5 Holdings

Today

5.3%in top 5

ISCG

in top 54.1%

VOStockISCG

1.1%NETnot top 5

1.1%VLOnot top 5

1.1%MPCnot top 5

not top 5OKTA1.1%

not top 5TEAM1.0%

1.0%PSXnot top 5

1.0%PWRnot top 5

not top 5GH0.7%

not top 5ROKU0.7%

not top 5RBRK0.6%

Held in common0.4%

End-of-day Nov 4, 2026 · share of each fund

VO vs ISCG Returns, Every Period

VanguardVO

+7.4%

5 years, per year

ISCGiShares

+5.0%

5 years, per year

VOISCGFaded: behind in that period

3–1VO wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

VO vs ISCG

YTD

VanguardVO

+14.7%

ISCGiShares

+12.3%

+14.7%Year to date+12.3%

−8.2%Worst drop · 1Y−11.4%

12.4%Volatility · 1Y18.0%

1.3%Yield0.6%

$103BAssets$974M

4–0VO wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VO, ISCG, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

ISCG0.06%$6

IWF0.18%$18

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: VO, ISCG, IWF

1.34%highest, VO

FundTrailing yieldYield$10k

VO1.34%$134

ISCG0.65%$65

IWF0.37%$37

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

ISCG$65 − $6 = $59

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: VO, ISCG, IWF

Today

9.3%most shared, VO and IWF

VOISCGIWF

VO—0.4%9.3%

ISCG0.4%—1.9%

IWF9.3%1.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.3%VO, at 12.4% volatility

VOWorst drop−8.2%12.4% vol

ISCGWorst drop−11.4%18.0% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VOISCG

+14.7%Year to date+12.3%

1.3%Yield0.6%

+15.3%Past year+13.0%

0.03%Fee0.06%

4–0VO wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026