VO vs ISCG

AVO

BISCG

Measures won5–1VO wins · of 6 · 5Y

$10,000 · 5Y$14,758DFAS · VO $14,290

Lowest cost0.03%VO · $3 on $10k

Most income1.34%VO · $134 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common0.4%VO and ISCG

ISCG

Vanguard Morningstar Mid-Cap ETF · $103BiShares Morningstar Small-Cap Growth ETF · $974M

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

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

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

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

−8.2%Worst dropSmaller wins−11.4%

12.4%VolatilityLower wins18.0%

5–1VO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVO · ISCG

0.3%TEAM1.0%

0.1%TW0.5%

0.0%VG0.0%

0.0%SYM0.1%

Held in common0.4%

End-of-day Nov 4, 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	DFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B
2	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B
3	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.65%	+0.7%	+12.3%	+13.0%	+21.2%	+5.0%	−11.4%	$974M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	DFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B
2	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B
3	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.65%	+0.7%	+12.3%	+13.0%	+21.2%	+5.0%	−11.4%	$974M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VO vs ISCG

Vanguard Morningstar Mid-Cap

$14,290

ISCG

iShares Morningstar Small-Cap Growth

$12,768

MeasureVOISCG

Fee0.03%0.06%

Cost on $10k a year$3$6

Yield1.34%0.65%

5 years, per year+7.4%+5.0%

3 years, per year+20.7%+21.2%

Worst drop · 1Y−8.2%−11.4%

Volatility · 1Y12.4%18.0%

5–1measures won
VO first

0.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DFAS, ISCG, VO

Today

49.8%most shared, DFAS and ISCG

DFASISCGVO

DFAS—49.8%0.1%

ISCG49.8%—0.4%

VO0.1%0.4%—

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

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

DFAS$100 − $30 = $70

ISCG$65 − $6 = $59

KeptFee

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