IJR vs ISCG

AIJR

BISCG

Measures won4–1IJR wins · of 6 · 5Y

$10,000 · 5Y$13,136IJR · ISCG $11,876

Lowest cost0.06%IJR · $6 on $10k

Most income1.24%IJR · $124 on $10k

Smallest drop−9.7%IJR · worst fall in 1Y

Held in common25.0%IJR and ISCG

IJR

ISCG

iShares Core S&P Small-Cap ETF · $108BiShares Morningstar Small-Cap Growth ETF · $974M

+17.4%3 years · per year$16,200 · $16,721+18.7%

+5.6%5 years · per year$13,136 · $11,876+3.5%

0.06%Expense ratio$6 · $6 on $10k · lower wins0.06%

1.24%12-mo yield$124 · $68 on $10k0.68%

−9.7%Worst dropSmaller wins−11.4%

16.3%VolatilityLower wins18.6%

4–1IJR wins

$10,000 · 5 yearsOne scale

Shared top holdingsIJR · ISCG

0.5%TGTX0.3%

0.5%LTH0.2%

0.4%ESI0.2%

0.4%AWI0.2%

Held in common25.0%

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

Both

5Y2 funds

#			Trend
1	AIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$107.7B
2	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk		0.06%	0.68%	−4.8%	+6.9%	+9.6%	+18.7%	+3.5%	−11.4%	$974M

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

Both

5Y2 funds

#			Trend
1	AIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$107.7B
2	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk		0.06%	0.68%	−4.8%	+6.9%	+9.6%	+18.7%	+3.5%	−11.4%	$974M

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

Cards for this view

IJR vs ISCG

IJR

iShares Core S&P Small-Cap

$13,136

ISCG

iShares Morningstar Small-Cap Growth

$11,876

MeasureIJRISCG

Fee0.06%0.06%

Cost on $10k a year$6$6

Yield1.24%0.68%

5 years, per year+5.6%+3.5%

3 years, per year+17.4%+18.7%

Worst drop · 1Y−9.7%−11.4%

Volatility · 1Y16.3%18.6%

4–1measures won
IJR first

25.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: IJR, ISCG

Today

25.0%most shared, IJR and ISCG

IJRISCG

IJR—25.0%

ISCG25.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

ISCG$68 − $6 = $62

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee