ISCG vs VB

AISCG

BVB

Measures won1–5VB wins · of 6 · 5Y

$10,000 · 5Y$14,620IJH · VB $14,105

Lowest cost0.03%VB · $3 on $10k

Most income1.23%VB · $123 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common45.5%ISCG and VB

ISCG

iShares Morningstar Small-Cap Growth ETF · $974MVanguard Morningstar Small-Cap ETF · $76.9B

+21.2%3 years · per year$17,783 · $17,489+20.5%

+5.0%5 years · per year$12,768 · $14,105+7.1%

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

0.65%12-mo yield$65 · $123 on $10k1.23%

−11.4%Worst dropSmaller wins−9.0%

18.0%VolatilityLower wins15.7%

1–5VB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsISCG · VB

1.1%OKTA0.4%

0.7%GH0.3%

0.7%ROKU0.3%

0.6%NTNX0.2%

Held in common45.5%

End-of-day Nov 4, 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	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+0.6%	+13.9%	+16.4%	+18.4%	+7.9%	−8.8%	$125.4B
2	BVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.23%	+1.2%	+15.8%	+17.9%	+20.5%	+7.1%	−9.0%	$76.9B
3	AISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.65%	+0.7%	+12.3%	+13.0%	+21.2%	+5.0%	−11.4%	$974M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+0.6%	+13.9%	+16.4%	+18.4%	+7.9%	−8.8%	$125.4B
2	BVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.23%	+1.2%	+15.8%	+17.9%	+20.5%	+7.1%	−9.0%	$76.9B
3	AISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.65%	+0.7%	+12.3%	+13.0%	+21.2%	+5.0%	−11.4%	$974M

End-of-day Nov 4, 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

$12,768

Vanguard Morningstar Small-Cap

$14,105

MeasureISCGVB

Fee0.06%0.03%

Cost on $10k a year$6$3

Yield0.65%1.23%

5 years, per year+5.0%+7.1%

3 years, per year+21.2%+20.5%

Worst drop · 1Y−11.4%−9.0%

Volatility · 1Y18.0%15.7%

5–1measures won
VB first

45.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: ISCG, VB, IJH

Today

45.5%most shared, ISCG and VB

ISCGVBIJH

ISCG—45.5%39.8%

VB45.5%—41.6%

IJH39.8%41.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$120most kept, VB

VB$123 − $3 = $120

IJH$121 − $5 = $116

ISCG$65 − $6 = $59

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee