IJR vs ISCG

AIJR

BISCG

Measures won4–1IJR wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · IJR $13,170

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common25.0%IJR and ISCG

IJR

ISCG

iShares Core S&P Small-Cap ETF · $104BiShares Morningstar Small-Cap Growth ETF · $927M

+17.3%3 years · per year$16,147 · $16,813+18.9%

+5.7%5 years · per year$13,170 · $11,960+3.6%

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

1.24%12-mo yield$124 · $67 on $10k0.67%

−9.7%Worst dropSmaller wins−11.4%

16.2%VolatilityLower wins18.5%

4–1IJR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIJR · ISCG

0.5%TGTX0.3%

0.5%LTH0.3%

0.4%AWI0.2%

0.4%ESI0.2%

Held in common25.0%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	AIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.7B
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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	AIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.7B
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

IJR vs ISCG

IJR

iShares Core S&P Small-Cap

$13,170

ISCG

iShares Morningstar Small-Cap Growth

$11,960

MeasureIJRISCG

Fee0.06%0.06%

Cost on $10k a year$6$6

Yield1.24%0.67%

5 years, per year+5.7%+3.6%

3 years, per year+17.3%+18.9%

Worst drop · 1Y−9.7%−11.4%

Volatility · 1Y16.2%18.5%

4–1measures won
IJR first

25.0%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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: IJR, ISCG, VTV

Today

25.0%most shared, IJR and ISCG

IJRISCGVTV

IJR—25.0%0.0%

ISCG25.0%—0.0%

VTV0.0%0.0%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

IJR$124 − $6 = $118

ISCG$67 − $6 = $61

KeptFee

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