ISCG vs IVV

AISCG

BIVV

Measures won0–6IVV wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · IVV $17,177

Lowest cost0.02%SPYM · $2 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common0.7%ISCG and IVV

ISCG

IVV

iShares Morningstar Small-Cap Growth ETF · $927MiShares Core S&P 500 ETF · $850B

+18.9%3 years · per year$16,813 · $18,084+21.8%

+3.6%5 years · per year$11,960 · $17,177+11.4%

0.06%Expense ratio$6 · $3 on $10k · lower wins0.03%

0.67%12-mo yield$67 · $114 on $10k1.14%

−11.4%Worst dropSmaller wins−8.9%

18.5%VolatilityLower wins13.6%

0–6IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsISCG · IVV

1.0%OKTA0.0%

0.2%HAS0.0%

0.2%RVTY0.0%

0.2%MAS0.0%

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 Three

5Y3 funds

#
1	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	BIVV	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
3	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 Three

5Y3 funds

#
1	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	BIVV	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
3	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 IVV

ISCG

iShares Morningstar Small-Cap Growth

$11,960

IVV

iShares Core S&P 500

$17,177

MeasureISCGIVV

Fee0.06%0.03%

Cost on $10k a year$6$3

Yield0.67%1.14%

5 years, per year+3.6%+11.4%

3 years, per year+18.9%+21.8%

Worst drop · 1Y−11.4%−8.9%

Volatility · 1Y18.5%13.6%

6–0measures won
IVV 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, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

ISCGSPYMIVV

ISCG—0.7%0.7%

SPYM0.7%—99.9%

IVV0.7%99.9%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

ISCG$67 − $6 = $61

KeptFee

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