ISCG vs VB

AISCG

BVB

Measures won1–5VB wins · of 6 · 5Y

$10,000 · 5Y$13,687VB · ISCG $12,435

Lowest cost0.03%VB · $3 on $10k

Most income1.25%VB · $125 on $10k

Smallest drop−9.0%VB · worst fall in 1Y

Held in common45.6%ISCG and VB

ISCG

iShares Morningstar Small-Cap Growth ETF · $966MVanguard Morningstar Small-Cap ETF · $76.9B

+21.1%3 years · per year$17,747 · $17,404+20.3%

+4.5%5 years · per year$12,435 · $13,687+6.5%

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

0.65%12-mo yield$65 · $125 on $10k1.25%

−11.4%Worst dropSmaller wins−9.0%

18.0%VolatilityLower wins15.7%

1–5VB wins

$10,000 · 5 yearsOne scale

Shared top holdingsISCG · VB

1.2%OKTA0.4%

0.8%GH0.3%

0.7%ROKU0.3%

0.6%NTNX0.2%

Held in common45.6%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.25%	+0.2%	+14.4%	+16.2%	+20.3%	+6.5%	−9.0%	$76.9B
2	AISCG	iShares Morningstar Small-Cap Growth ETFRead Desk		0.06%	0.65%	+0.7%	+11.5%	+11.8%	+21.1%	+4.5%	−11.4%	$966M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.25%	+0.2%	+14.4%	+16.2%	+20.3%	+6.5%	−9.0%	$76.9B
2	AISCG	iShares Morningstar Small-Cap Growth ETFRead Desk		0.06%	0.65%	+0.7%	+11.5%	+11.8%	+21.1%	+4.5%	−11.4%	$966M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ISCG vs VB

ISCG

iShares Morningstar Small-Cap Growth

$12,435

Vanguard Morningstar Small-Cap

$13,687

MeasureISCGVB

Fee0.06%0.03%

Cost on $10k a year$6$3

Yield0.65%1.25%

5 years, per year+4.5%+6.5%

3 years, per year+21.1%+20.3%

Worst drop · 1Y−11.4%−9.0%

Volatility · 1Y18.0%15.7%

5–1measures won
VB first

45.6%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+14.4%

VBVanguard

+14.4%

+14.4%Year to date+14.4%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–0VB wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: ISCG, VB

Today

45.6%most shared, ISCG and VB

ISCGVB

ISCG—45.6%

VB45.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$122most kept, VB

VB$125 − $3 = $122

ISCG$65 − $6 = $59

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee