ISCG vs IWF

AISCG

BIWF

Measures won4–2ISCG wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · IWF $15,892

Lowest cost0.03%IVV · $3 on $10k

Most income1.21%IJR · $121 on $10k

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

Held in common1.8%ISCG and IWF

ISCG

IWF

iShares Morningstar Small-Cap Growth ETF · $934MiShares Russell 1000 Growth ETF · $115B

+19.6%3 years · per year$17,100 · $17,207+19.8%

+3.9%5 years · per year$12,106 · $15,892+9.7%

0.06%Expense ratio$6 · $18 on $10k · lower wins0.18%

0.65%12-mo yield$65 · $38 on $10k0.38%

−11.4%Worst dropSmaller wins−14.6%

18.8%VolatilityLower wins19.5%

4–2ISCG wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsISCG · IWF

0.8%TEAM0.1%

0.7%GH0.1%

0.5%MANH0.0%

0.5%MEDP0.0%

Held in common1.8%

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 Four

5Y4 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	IJR	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
4	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 Four

5Y4 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	IJR	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
4	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 IWF

ISCG

iShares Morningstar Small-Cap Growth

$12,106

IWF

iShares Russell 1000 Growth

$15,892

MeasureISCGIWF

Fee0.06%0.18%

Cost on $10k a year$6$18

Yield0.65%0.38%

5 years, per year+3.9%+9.7%

3 years, per year+19.6%+19.8%

Worst drop · 1Y−11.4%−14.6%

Volatility · 1Y18.8%19.5%

4–2measures won
ISCG first

1.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

Overlap: ISCG, IWF, IVV, IJR

Today

56.0%most shared, IWF and IVV

ISCGIWFIVVIJR

ISCG—1.8%0.7%25.0%

IWF1.8%—56.0%0.1%

IVV0.7%56.0%—0.0%

IJR25.0%0.1%0.0%—

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

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

IVV$111 − $3 = $108

ISCG$65 − $6 = $59

IWF$38 − $18 = $20

KeptFee

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