ISCG vs SCHD

AISCG

BSCHD

Measures won0–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · SCHD $16,459

Lowest cost0.04%VIG · $4 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common1.0%ISCG and SCHD

ISCG

SCHD

iShares Morningstar Small-Cap Growth ETF · $934MSchwab U.S. Dividend Equity ETF · $120B

+19.6%3 years · per year$17,100 · $17,123+19.6%

+3.9%5 years · per year$12,106 · $16,459+10.5%

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

0.65%12-mo yield$65 · $296 on $10k2.96%

−11.4%Worst dropSmaller wins−6.9%

18.8%VolatilityLower wins11.8%

0–4SCHD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsISCG · SCHD

0.1%ERIE0.2%

0.1%AFG0.3%

0.1%MTN0.1%

0.1%MC0.1%

Held in common1.0%

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
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 SCHD

ISCG

iShares Morningstar Small-Cap Growth

$12,106

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureISCGSCHD

Fee0.06%0.06%

Cost on $10k a year$6$6

Yield0.65%2.96%

5 years, per year+3.9%+10.5%

3 years, per year+19.6%+19.6%

Worst drop · 1Y−11.4%−6.9%

Volatility · 1Y18.8%11.8%

4–0measures won
SCHD first

1.0%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

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

Overlap: ISCG, SCHD, IJR, VIG

Today

25.0%most shared, ISCG and IJR

ISCGSCHDIJRVIG

ISCG—1.0%25.0%2.7%

SCHD1.0%—1.2%14.5%

IJR25.0%1.2%—0.7%

VIG2.7%14.5%0.7%—

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

IJR$121 − $6 = $115

ISCG$65 − $6 = $59

KeptFee

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