ISCG vs IJH

AISCG

BIJH

Measures won1–5IJH wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG · IJH $14,620

Lowest cost0.03%VUG · $3 on $10k

Most income1.21%IJH · $121 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common39.8%ISCG and IJH

ISCG

IJH

iShares Morningstar Small-Cap Growth ETF · $974MiShares Core S&P Mid-Cap ETF · $125B

+21.2%3 years · per year$17,783 · $16,594+18.4%

+5.0%5 years · per year$12,768 · $14,620+7.9%

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

0.65%12-mo yield$65 · $121 on $10k1.21%

−11.4%Worst dropSmaller wins−8.8%

18.0%VolatilityLower wins15.0%

1–5IJH wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsISCG · IJH

0.7%ROKU0.6%

0.6%NTNX0.5%

0.6%NBIX0.5%

0.5%LECO0.5%

Held in common39.8%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	BIJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+0.6%	+13.9%	+16.4%	+18.4%	+7.9%	−8.8%	$125.4B
3	AISCG	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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	BIJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+0.6%	+13.9%	+16.4%	+18.4%	+7.9%	−8.8%	$125.4B
3	AISCG	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

ISCG vs IJH

ISCG

iShares Morningstar Small-Cap Growth

$12,768

IJH

iShares Core S&P Mid-Cap

$14,620

MeasureISCGIJH

Fee0.06%0.05%

Cost on $10k a year$6$5

Yield0.65%1.21%

5 years, per year+5.0%+7.9%

3 years, per year+21.2%+18.4%

Worst drop · 1Y−11.4%−8.8%

Volatility · 1Y18.0%15.0%

5–1measures won
IJH first

39.8%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

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

Overlap: ISCG, IJH, VUG

Today

39.8%most shared, ISCG and IJH

ISCGIJHVUG

ISCG—39.8%0.2%

IJH39.8%—0.0%

VUG0.2%0.0%—

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

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

ISCG$65 − $6 = $59

VUG$40 − $3 = $37

KeptFee

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