Compare · 3 funds side by side · dividends reinvested

VTV, ISCG and IJR

02 / 04

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,803VTV · best of the three

Story of the three · IncomeMost incomeVTV · 1.83% · $183 a year on $10k

Story of the three · RiskSmallest drop

VTV, ISCG and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+21.0%+24.8%+20.7%+12.2%−6.4%10.8%$184B1.0

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.5%+21.3%+16.2%+5.7%−9.7%16.3%$107B2.1

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.65%+10.9%+13.1%+18.1%+3.7%−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 10, 2026 · returns include dividends · since: VTV 2004 · ISCG 2004 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Value ETF · $184B$17,803

VTV

ISCG

iShares Morningstar Small-Cap Growth ETF · $967M$12,018

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

VTVMeasure

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VTV vs ISCG: Top 5 Holdings

Today

VTV

15.8%in top 5

ISCG

in top 53.7%

VTVStockISCG

4.6%MUnot top 5

3.3%JPMnot top 5

2.9%BRK-Bnot top 5

2.6%XOMnot top 5

2.4%JNJnot top 5

Cost, Income and Risk

Fees: VTV, ISCG, IJR

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

ISCG0.06%$6

IJR0.06%$6

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

Yields: VTV, ISCG, IJR

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.8%

+21.0%Year to date+18.8%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

ISCG

+21.0%Year to dateJan 1 → Nov 10+10.9%

+24.8%1 yearTotal return+13.1%

+20.7%3 years · per year$10,000 became $17,572 · $16,491+18.1%

+12.2%5 years · per year$10,000 became $17,803 · $12,018+3.7%

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

1.83%Trailing 12-mo yield$183 · $65 a year on $10k0.65%

−6.4%Worst dropSmaller is better−11.4%

10.8%VolatilityLower is calmer18.8%

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

8–0VTV wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5OKTA1.0%

not top 5TEAM0.8%

not top 5GH0.7%

not top 5U0.6%

not top 5NBIX0.6%

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

VTV vs ISCG Returns, Every Period

5Y

VanguardVTV

+12.2%

5 years, per year

ISCGiShares

+3.7%

5 years, per year

VTVISCGFaded: behind in that period

4–0VTV wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

VTV vs IJR

YTD

VanguardVTV

+21.0%

IJRiShares

+18.5%

+21.0%Year to date+18.5%

−6.4%Worst drop · 1Y−9.7%

10.8%Volatility · 1Y16.3%

1.8%Yield1.2%

$184BAssets$107B

4–0VTV wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

IJR1.21%$121

ISCG0.65%$65

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$180most kept, VTV

VTV$183 − $3 = $180

IJR$121 − $6 = $115

ISCG$65 − $6 = $59

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: VTV, ISCG, IJR

Today

25.0%most shared, ISCG and IJR

VTVISCGIJR

VTV—0.0%0.0%

ISCG0.0%—25.0%

IJR0.0%25.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+24.8%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

IJRWorst drop−9.7%16.3% vol

ISCGWorst drop−11.4%18.8% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

VTVIJR

+21.0%Year to date+18.5%

1.8%Yield1.2%

+24.8%Past year+21.3%

0.03%Fee0.06%

4–0VTV wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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VTV, ISCG and IJR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three