ISCG vs IWF

AISCG

BIWF

Measures won4–2ISCG wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · VUG $16,052

Lowest cost0.03%VOO · $3 on $10k

Most income1.10%VOO · $110 on $10k

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

Held in common1.8%ISCG and IWF

ISCG

IWF

iShares Morningstar Small-Cap Growth ETF · $974MiShares Russell 1000 Growth ETF · $121B

+18.7%3 years · per year$16,721 · $17,073+19.5%

+3.5%5 years · per year$11,876 · $15,330+8.9%

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

0.68%12-mo yield$68 · $39 on $10k0.39%

−11.4%Worst dropSmaller wins−14.6%

18.6%VolatilityLower wins19.3%

4–2ISCG wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsISCG · IWF

1.0%TEAM0.1%

0.7%ROKU0.1%

0.7%GH0.1%

0.5%MANH0.0%

Held in common1.8%

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	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
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
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%	$974M

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	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
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
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%	$974M

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 IWF

ISCG

iShares Morningstar Small-Cap Growth

$11,876

IWF

iShares Russell 1000 Growth

$15,330

MeasureISCGIWF

Fee0.06%0.18%

Cost on $10k a year$6$18

Yield0.68%0.39%

5 years, per year+3.5%+8.9%

3 years, per year+18.7%+19.5%

Worst drop · 1Y−11.4%−14.6%

Volatility · 1Y18.6%19.3%

4–2measures won
ISCG first

1.8%

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

Overlap: ISCG, IWF, VOO, VUG

Today

78.0%most shared, IWF and VUG

ISCGIWFVOOVUG

ISCG—1.8%0.6%0.2%

IWF1.8%—59.2%78.0%

VOO0.6%59.2%—58.2%

VUG0.2%78.0%58.2%—

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

ISCG$68 − $6 = $62

VUG$43 − $3 = $40

IWF$39 − $18 = $21

KeptFee

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