ISCG vs IVV

AISCG

BIVV

Measures won0–6IVV wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · VOO $17,156

Lowest cost0.03%IVV · $3 on $10k

Most income1.86%VTV · $186 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.7%ISCG and IVV

ISCG

IVV

iShares Morningstar Small-Cap Growth ETF · $927MiShares Core S&P 500 ETF · $850B

+18.7%3 years · per year$16,721 · $18,221+22.1%

+3.5%5 years · per year$11,876 · $17,151+11.4%

0.06%Expense ratio$6 · $3 on $10k · lower wins0.03%

0.68%12-mo yield$68 · $114 on $10k1.14%

−11.4%Worst dropSmaller wins−8.9%

18.6%VolatilityLower wins13.6%

0–6IVV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsISCG · IVV

1.1%OKTA0.0%

0.2%RVTY0.0%

0.5%NDSN0.0%

0.3%IEX0.0%

Held in common0.7%

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 Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
4	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 Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
4	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 IVV

ISCG

iShares Morningstar Small-Cap Growth

$11,876

IVV

iShares Core S&P 500

$17,152

MeasureISCGIVV

Fee0.06%0.03%

Cost on $10k a year$6$3

Yield0.68%1.14%

5 years, per year+3.5%+11.4%

3 years, per year+18.7%+22.1%

Worst drop · 1Y−11.4%−8.9%

Volatility · 1Y18.6%13.6%

6–0measures won
IVV first

0.7%

holdings shared

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

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

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 5, 2026

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

Overlap: ISCG, IVV, VTV, VOO

Today

93.5%most shared, IVV and VOO

ISCGIVVVTVVOO

ISCG—0.7%0.0%0.6%

IVV0.7%—43.4%93.5%

VTV0.0%43.4%—41.1%

VOO0.6%93.5%41.1%—

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

IVV$114 − $3 = $111

VOO$110 − $3 = $107

ISCG$68 − $6 = $62

KeptFee

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