ISCG vs SPY

AISCG

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,352QQQ · SPY $17,099

Lowest cost0.06%ISCG · $6 on $10k

Most income1.03%SPY · $103 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 · $974MState Street SPDR S&P 500 ETF · $805B

+18.7%3 years · per year$16,721 · $18,174+22.0%

+3.5%5 years · per year$11,876 · $17,099+11.3%

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

0.68%12-mo yield$68 · $103 on $10k1.03%

−11.4%Worst dropSmaller wins−8.9%

18.6%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsISCG · SPY

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 Three

5Y3 funds

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.48%	−6.5%	+5.7%	+5.0%	+23.3%	+11.7%	−14.8%	$464.6B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
3	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 Three

5Y3 funds

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.48%	−6.5%	+5.7%	+5.0%	+23.3%	+11.7%	−14.8%	$464.6B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
3	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 SPY

ISCG

iShares Morningstar Small-Cap Growth

$11,876

SPY

SPDR S&P 500

$17,099

MeasureISCGSPY

Fee0.06%0.09%

Cost on $10k a year$6$9

Yield0.68%1.03%

5 years, per year+3.5%+11.3%

3 years, per year+18.7%+22.0%

Worst drop · 1Y−11.4%−8.9%

Volatility · 1Y18.6%13.6%

5–1measures won
SPY 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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+5.9%

QQQInvesco

+5.7%

+5.9%Year to date+5.7%

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

$106BAssets$465B

2–0QQQM wins

End-of-day Nov 5, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

−3.7%

QQQInvesco

+5.7%

−3.7%Year to date+5.7%

0.94% · $94Fee · on $10k a year0.18% · $18

$33.2BAssets$465B

2–0QQQ wins

End-of-day Nov 5, 2026

Overlap: ISCG, SPY, QQQ

Today

52.8%most shared, SPY and QQQ

ISCGSPYQQQ

ISCG—0.7%0.0%

SPY0.7%—52.8%

QQQ0.0%52.8%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

ISCG$68 − $6 = $62

QQQ$48 − $18 = $30

KeptFee

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