ISCG vs IJR

AISCG

BIJR

Measures won1–4IJR wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · IJR $13,254

Lowest cost0.04%VIG · $4 on $10k

Most income1.46%VIG · $146 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common25.0%ISCG and IJR

ISCG

IJR

iShares Morningstar Small-Cap Growth ETF · $934MiShares Core S&P Small-Cap ETF · $104B

+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 three, 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 Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	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%	$103.8B
3	AISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.65%	+3.6%	+11.8%	+14.9%	+19.6%	+3.9%	−11.4%	$934M

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

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	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%	$103.8B
3	AISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.65%	+3.6%	+11.8%	+14.9%	+19.6%	+3.9%	−11.4%	$934M

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: ISCG, IJR, VIG

Today

25.0%most shared, ISCG and IJR

ISCGIJRVIG

ISCG—25.0%2.7%

IJR25.0%—0.7%

VIG2.7%0.7%—

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

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

IJR$121 − $6 = $115

ISCG$65 − $6 = $59

KeptFee

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