VUG vs ISCG

AVUG

BISCG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income0.90%DFAC · $90 on $10k

Smallest drop−8.5%DFAC · worst fall in 1Y

Held in common0.2%VUG and ISCG

VUG

ISCG

Vanguard Morningstar Growth ETF · $233BiShares Morningstar Small-Cap Growth ETF · $927M

+22.6%3 years · per year$18,415 · $16,813+18.9%

+10.0%5 years · per year$16,124 · $11,960+3.6%

0.03%Expense ratio$3 · $6 on $10k · lower wins0.06%

0.42%12-mo yield$42 · $67 on $10k0.67%

−15.1%Worst dropSmaller wins−11.4%

19.0%VolatilityLower wins18.5%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVUG · ISCG

0.1%TEAM1.0%

0.1%TW0.5%

0.0%SYM0.1%

0.0%VG0.0%

Held in common0.2%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	DFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
2	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.67%	+0.9%	+7.9%	+9.1%	+18.9%	+3.6%	−11.4%	$927M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	DFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
2	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.67%	+0.9%	+7.9%	+9.1%	+18.9%	+3.6%	−11.4%	$927M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VUG vs ISCG

VUG

Vanguard Morningstar Growth

$16,124

ISCG

iShares Morningstar Small-Cap Growth

$11,960

MeasureVUGISCG

Fee0.03%0.06%

Cost on $10k a year$3$6

Yield0.42%0.67%

5 years, per year+10.0%+3.6%

3 years, per year+22.6%+18.9%

Worst drop · 1Y−15.1%−11.4%

Volatility · 1Y19.0%18.5%

3–3measures won
level

0.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

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

Overlap: DFAC, ISCG, VUG

Today

35.7%most shared, DFAC and VUG

DFACISCGVUG

DFAC—12.1%35.7%

ISCG12.1%—0.2%

VUG35.7%0.2%—

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

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

ISCG$67 − $6 = $61

VUG$42 − $3 = $39

KeptFee

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