ISCG vs IJR

AISCG

BIJR

Measures won1–4IJR wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VUG $16,565

Lowest cost0.03%IVV · $3 on $10k

Most income1.21%IJR · $121 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common25.0%ISCG and IJR

ISCG

IJR

iShares Morningstar Small-Cap Growth ETF · $967MiShares Core S&P Small-Cap ETF · $107B

+19.6%3 years · per year$17,100 · $16,193+17.4%

+3.9%5 years · per year$12,106 · $13,254+5.8%

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%

18.8%VolatilityLower wins16.4%

1–4IJR wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsISCG · IJR

0.3%TGTX0.5%

0.3%LTH0.5%

0.2%AWI0.4%

0.2%ESI0.4%

Held in common25.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$106.7B
4	AISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.65%	+3.6%	+11.8%	+14.9%	+19.6%	+3.9%	−11.4%	$967M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$106.7B
4	AISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.65%	+3.6%	+11.8%	+14.9%	+19.6%	+3.9%	−11.4%	$967M

End-of-day Nov 9, 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

$12,106

IJR

iShares Core S&P Small-Cap

$13,254

MeasureISCGIJR

Fee0.06%0.06%

Cost on $10k a year$6$6

Yield0.65%1.21%

5 years, per year+3.9%+5.8%

3 years, per year+19.6%+17.4%

Worst drop · 1Y−11.4%−9.7%

Volatility · 1Y18.8%16.4%

4–1measures won
IJR first

25.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

Overlap: ISCG, IJR, IVV, VUG

Today

55.1%most shared, IVV and VUG

ISCGIJRIVVVUG

ISCG—25.0%0.7%0.2%

IJR25.0%—0.0%0.0%

IVV0.7%0.0%—55.1%

VUG0.2%0.0%55.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

IVV$111 − $3 = $108

ISCG$65 − $6 = $59

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee