ISCG vs IJR

AISCG

BIJR

Measures won1–4IJR wins · of 6 · 5Y

$10,000 · 5Y$13,616VO · IJR $13,136

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 common25.0%ISCG and IJR

ISCG

IJR

iShares Morningstar Small-Cap Growth ETF · $927MiShares Core S&P Small-Cap ETF · $104B

+18.7%3 years · per year$16,721 · $16,200+17.4%

+3.5%5 years · per year$11,876 · $13,136+5.6%

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

0.68%12-mo yield$68 · $124 on $10k1.24%

−11.4%Worst dropSmaller wins−9.7%

18.6%VolatilityLower wins16.3%

1–4IJR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsISCG · IJR

0.3%TGTX0.5%

0.2%LTH0.5%

0.2%ESI0.4%

0.2%AWI0.4%

Held in common25.0%

End-of-day Nov 5, 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	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B
2	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$103.7B
3	AISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.68%	−4.8%	+6.9%	+9.6%	+18.7%	+3.5%	−11.4%	$927M

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

All Three

5Y3 funds

#
1	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B
2	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$103.7B
3	AISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.68%	−4.8%	+6.9%	+9.6%	+18.7%	+3.5%	−11.4%	$927M

End-of-day Nov 5, 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

$11,876

IJR

iShares Core S&P Small-Cap

$13,136

MeasureISCGIJR

Fee0.06%0.06%

Cost on $10k a year$6$6

Yield0.68%1.24%

5 years, per year+3.5%+5.6%

3 years, per year+18.7%+17.4%

Worst drop · 1Y−11.4%−9.7%

Volatility · 1Y18.6%16.3%

4–1measures won
IJR first

25.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: ISCG, IJR, VO

Today

25.0%most shared, ISCG and IJR

ISCGIJRVO

ISCG—25.0%0.4%

IJR25.0%—0.0%

VO0.4%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IJR$124 − $6 = $118

ISCG$68 − $6 = $62

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee