ISCG vs SPY

AISCG

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$18,068QQQ · IVV $17,545

Lowest cost0.03%IVV · $3 on $10k

Most income1.11%IVV · $111 on $10k

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

Held in common0.7%ISCG and SPY

ISCG

SPY

iShares Morningstar Small-Cap Growth ETF · $967MState Street SPDR S&P 500 ETF · $778B

+19.6%3 years · per year$17,100 · $18,118+21.9%

+3.9%5 years · per year$12,106 · $17,493+11.8%

0.06%Expense ratio$6 · $9 on $10k · lower wins0.09%

0.65%12-mo yield$65 · $101 on $10k1.01%

−11.4%Worst dropSmaller wins−8.9%

18.8%VolatilityLower wins13.7%

1–5SPY wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsISCG · SPY

1.0%OKTA0.0%

0.2%RVTY0.0%

0.3%IEX0.0%

0.2%HAS0.0%

Held in common0.7%

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	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
3	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
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%	$967M

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	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
3	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
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%	$967M

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 SPY

ISCG

iShares Morningstar Small-Cap Growth

$12,106

SPY

SPDR S&P 500

$17,493

MeasureISCGSPY

Fee0.06%0.09%

Cost on $10k a year$6$9

Yield0.65%1.01%

5 years, per year+3.9%+11.8%

3 years, per year+19.6%+21.9%

Worst drop · 1Y−11.4%−8.9%

Volatility · 1Y18.8%13.7%

5–1measures won
SPY first

0.7%

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

QQQM vs QQQ

YTD

InvescoQQQM

+10.9%

QQQInvesco

+11.0%

+10.9%Year to date+11.0%

0.15% · $15Fee · on $10k a year0.18% · $18

$103BAssets$446B

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$875B

0–0level

End-of-day Nov 9, 2026

Overlap: ISCG, SPY, IVV, QQQ

Today

99.9%most shared, SPY and IVV

ISCGSPYIVVQQQ

ISCG—0.7%0.7%0.0%

SPY0.7%—99.9%52.4%

IVV0.7%99.9%—52.4%

QQQ0.0%52.4%52.4%—

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

SPY$101 − $9 = $92

ISCG$65 − $6 = $59

QQQ$46 − $18 = $28

KeptFee

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