ISCG vs IJR

AISCG

BIJR

Measures won1–4IJR wins · of 6 · 5Y

$10,000 · 5Y$13,468IJR · ISCG $12,435

Lowest cost0.06%ISCG · $6 on $10k

Most income1.21%IJR · $121 on $10k

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

Held in common25.2%ISCG and IJR

ISCG

IJR

iShares Morningstar Small-Cap Growth ETF · $966MiShares Core S&P Small-Cap ETF · $106B

+21.1%3 years · per year$17,747 · $16,862+19.0%

+4.5%5 years · per year$12,435 · $13,468+6.1%

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

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

−11.4%Worst dropSmaller wins−9.7%

18.0%VolatilityLower wins15.8%

1–4IJR wins

$10,000 · 5 yearsOne scale

Shared top holdingsISCG · IJR

0.4%GKOS0.8%

0.3%TGTX0.5%

0.3%ESI0.4%

0.2%LTH0.5%

Held in common25.2%

End-of-day Nov 3, 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	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.21%	−0.3%	+18.3%	+21.3%	+19.0%	+6.1%	−9.7%	$106.1B
2	AISCG	iShares Morningstar Small-Cap Growth ETFRead Desk		0.06%	0.65%	+0.7%	+11.5%	+11.8%	+21.1%	+4.5%	−11.4%	$966M

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

Both

5Y2 funds

#			Trend
1	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.21%	−0.3%	+18.3%	+21.3%	+19.0%	+6.1%	−9.7%	$106.1B
2	AISCG	iShares Morningstar Small-Cap Growth ETFRead Desk		0.06%	0.65%	+0.7%	+11.5%	+11.8%	+21.1%	+4.5%	−11.4%	$966M

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

Cards for this view

ISCG vs IJR

ISCG

iShares Morningstar Small-Cap Growth

$12,435

IJR

iShares Core S&P Small-Cap

$13,468

MeasureISCGIJR

Fee0.06%0.06%

Cost on $10k a year$6$6

Yield0.65%1.21%

5 years, per year+4.5%+6.1%

3 years, per year+21.1%+19.0%

Worst drop · 1Y−11.4%−9.7%

Volatility · 1Y18.0%15.8%

4–1measures won
IJR first

25.2%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: ISCG, IJR

Today

25.2%most shared, ISCG and IJR

ISCGIJR

ISCG—25.2%

IJR25.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

ISCG$65 − $6 = $59

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee