ISCG vs IJR

AISCG

BIJR

Measures won1–4IJR wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · IJR $13,170

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · 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

+18.9%3 years · per year$16,813 · $16,147+17.3%

+3.6%5 years · per year$11,960 · $13,170+5.7%

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

0.67%12-mo yield$67 · $124 on $10k1.24%

−11.4%Worst dropSmaller wins−9.7%

18.5%VolatilityLower wins16.2%

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 6, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.8B
3	AISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.67%	+0.9%	+7.9%	+9.1%	+18.9%	+3.6%	−11.4%	$934M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.8B
3	AISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.67%	+0.9%	+7.9%	+9.1%	+18.9%	+3.6%	−11.4%	$934M

End-of-day Nov 6, 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

$11,960

IJR

iShares Core S&P Small-Cap

$13,170

MeasureISCGIJR

Fee0.06%0.06%

Cost on $10k a year$6$6

Yield0.67%1.24%

5 years, per year+3.6%+5.7%

3 years, per year+18.9%+17.3%

Worst drop · 1Y−11.4%−9.7%

Volatility · 1Y18.5%16.2%

4–1measures won
IJR first

25.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: ISCG, IJR, VTV

Today

25.0%most shared, ISCG and IJR

ISCGIJRVTV

ISCG—25.0%0.0%

IJR25.0%—0.0%

VTV0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

IJR$124 − $6 = $118

ISCG$67 − $6 = $61

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee