ISCG vs VBR

AISCG

BVBR

Measures won1–5VBR wins · of 6 · 5Y

$10,000 · 5Y$15,849VBR · ISCG $12,768

Lowest cost0.05%VBR · $5 on $10k

Most income1.77%VBR · $177 on $10k

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

Held in common27.9%ISCG and VBR

ISCG

VBR

iShares Morningstar Small-Cap Growth ETF · $966MVanguard Morningstar Small-Cap Value ETF · $35.1B

+21.2%3 years · per year$17,783 · $17,630+20.8%

+5.0%5 years · per year$12,768 · $15,849+9.6%

0.06%Expense ratio$6 · $5 on $10k · lower wins0.05%

0.65%12-mo yield$65 · $177 on $10k1.77%

−11.4%Worst dropSmaller wins−8.9%

18.0%VolatilityLower wins13.9%

1–5VBR wins

$10,000 · 5 yearsOne scale

Shared top holdingsISCG · VBR

0.3%IEX0.4%

0.3%CSL0.3%

0.3%CACI0.3%

0.3%ZBRA0.4%

Held in common27.9%

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

Both

5Y2 funds

#			Trend
1	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.77%	+1.7%	+19.4%	+23.4%	+20.8%	+9.6%	−8.9%	$35.1B
2	AISCG	iShares Morningstar Small-Cap Growth ETFRead Desk		0.06%	0.65%	+0.7%	+12.3%	+13.0%	+21.2%	+5.0%	−11.4%	$966M

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

Both

5Y2 funds

#			Trend
1	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.77%	+1.7%	+19.4%	+23.4%	+20.8%	+9.6%	−8.9%	$35.1B
2	AISCG	iShares Morningstar Small-Cap Growth ETFRead Desk		0.06%	0.65%	+0.7%	+12.3%	+13.0%	+21.2%	+5.0%	−11.4%	$966M

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 VBR

ISCG

iShares Morningstar Small-Cap Growth

$12,768

VBR

Vanguard Morningstar Small-Cap Value

$15,849

MeasureISCGVBR

Fee0.06%0.05%

Cost on $10k a year$6$5

Yield0.65%1.77%

5 years, per year+5.0%+9.6%

3 years, per year+21.2%+20.8%

Worst drop · 1Y−11.4%−8.9%

Volatility · 1Y18.0%13.9%

5–1measures won
VBR first

27.9%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: ISCG, VBR

Today

27.9%most shared, ISCG and VBR

ISCGVBR

ISCG—27.9%

VBR27.9%—

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

Income After Fees on $10,000

$172most kept, VBR

VBR$177 − $5 = $172

ISCG$65 − $6 = $59

KeptFee

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