ISCG vs IJR

AISCG

BIJR

Measures won1–4IJR wins · of 6 · 5Y

$10,000 · 5Y$18,115VOO · IJR $13,920

Lowest cost0.03%VOO · $3 on $10k

Most income1.20%IJR · $120 on $10k

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

Held in common25.0%ISCG and IJR

ISCG

IJR

iShares Morningstar Small-Cap Growth ETF · $974MiShares Core S&P Small-Cap ETF · $108B

+21.2%3 years · per year$17,783 · $16,979+19.3%

+5.0%5 years · per year$12,768 · $13,920+6.8%

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

0.65%12-mo yield$65 · $120 on $10k1.20%

−11.4%Worst dropSmaller wins−9.7%

18.0%VolatilityLower wins15.8%

1–4IJR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsISCG · IJR

0.3%TGTX0.5%

0.3%ESI0.5%

0.2%AWI0.4%

0.2%FSS0.4%

Held in common25.0%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.20%	+1.3%	+19.9%	+22.7%	+19.3%	+6.8%	−9.7%	$107.7B
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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.20%	+1.3%	+19.9%	+22.7%	+19.3%	+6.8%	−9.7%	$107.7B
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 IJR

ISCG

iShares Morningstar Small-Cap Growth

$12,768

IJR

iShares Core S&P Small-Cap

$13,920

MeasureISCGIJR

Fee0.06%0.06%

Cost on $10k a year$6$6

Yield0.65%1.20%

5 years, per year+5.0%+6.8%

3 years, per year+21.2%+19.3%

Worst drop · 1Y−11.4%−9.7%

Volatility · 1Y18.0%15.8%

4–1measures won
IJR first

25.0%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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

Overlap: ISCG, IJR, VOO

Today

25.0%most shared, ISCG and IJR

ISCGIJRVOO

ISCG—25.0%0.6%

IJR25.0%—0.0%

VOO0.6%0.0%—

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

Income After Fees on $10,000

$114most kept, IJR

IJR$120 − $6 = $114

VOO$105 − $3 = $102

ISCG$65 − $6 = $59

KeptFee

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