ISCG vs IJH

AISCG

BIJH

Measures won1–5IJH wins · of 6 · 5Y

$10,000 · 5Y$13,830IJH · VO $13,590

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

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

Held in common39.5%ISCG and IJH

ISCG

IJH

iShares Morningstar Small-Cap Growth ETF · $934MiShares Core S&P Mid-Cap ETF · $121B

+18.9%3 years · per year$16,813 · $15,806+16.5%

+3.6%5 years · per year$11,960 · $13,830+6.7%

0.06%Expense ratio$6 · $5 on $10k · lower wins0.05%

0.67%12-mo yield$67 · $125 on $10k1.25%

−11.4%Worst dropSmaller wins−8.8%

18.5%VolatilityLower wins15.5%

1–5IJH wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsISCG · IJH

0.7%ROKU0.6%

0.6%NBIX0.5%

0.5%NTNX0.5%

0.5%MANH0.4%

Held in common39.5%

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	BIJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
3	AISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.67%	+0.9%	+7.9%	+9.1%	+18.9%	+3.6%	−11.4%	$934M

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	BIJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
3	AISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.67%	+0.9%	+7.9%	+9.1%	+18.9%	+3.6%	−11.4%	$934M

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

ISCG vs IJH

ISCG

iShares Morningstar Small-Cap Growth

$11,960

IJH

iShares Core S&P Mid-Cap

$13,830

MeasureISCGIJH

Fee0.06%0.05%

Cost on $10k a year$6$5

Yield0.67%1.25%

5 years, per year+3.6%+6.7%

3 years, per year+18.9%+16.5%

Worst drop · 1Y−11.4%−8.8%

Volatility · 1Y18.5%15.5%

5–1measures won
IJH first

39.5%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: ISCG, IJH, VO

Today

39.5%most shared, ISCG and IJH

ISCGIJHVO

ISCG—39.5%0.4%

IJH39.5%—0.2%

VO0.4%0.2%—

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IJH$125 − $5 = $120

ISCG$67 − $6 = $61

KeptFee

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