ISCG vs SPY

AISCG

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SPY $17,118

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common0.7%ISCG and SPY

ISCG

SPY

iShares Morningstar Small-Cap Growth ETF · $927MState Street SPDR S&P 500 ETF · $819B

+18.9%3 years · per year$16,813 · $18,039+21.7%

+3.6%5 years · per year$11,960 · $17,118+11.3%

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

0.67%12-mo yield$67 · $103 on $10k1.03%

−11.4%Worst dropSmaller wins−8.9%

18.5%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsISCG · SPY

1.0%OKTA0.0%

0.2%RVTY0.0%

0.2%HAS0.0%

0.3%IEX0.0%

Held in common0.7%

End-of-day Nov 6, 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%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
4	AISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.67%	+0.9%	+7.9%	+9.1%	+18.9%	+3.6%	−11.4%	$927M

End-of-day Nov 6, 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%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
4	AISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.67%	+0.9%	+7.9%	+9.1%	+18.9%	+3.6%	−11.4%	$927M

End-of-day Nov 6, 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

$11,960

SPY

SPDR S&P 500

$17,118

MeasureISCGSPY

Fee0.06%0.09%

Cost on $10k a year$6$9

Yield0.67%1.03%

5 years, per year+3.6%+11.3%

3 years, per year+18.9%+21.7%

Worst drop · 1Y−11.4%−8.9%

Volatility · 1Y18.5%13.6%

5–1measures won
SPY first

0.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: ISCG, SPY, VO, IVV

Today

99.9%most shared, SPY and IVV

ISCGSPYVOIVV

ISCG—0.7%0.4%0.7%

SPY0.7%—16.2%99.9%

VO0.4%16.2%—16.2%

IVV0.7%99.9%16.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IVV$114 − $3 = $111

SPY$103 − $9 = $94

ISCG$67 − $6 = $61

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee