ISCG vs VBR

AISCG

BVBR

Measures won0–6VBR wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF · VBR $15,143

Lowest cost0.05%VBR · $5 on $10k

Most income1.83%VBR · $183 on $10k

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

Held in common28.1%ISCG and VBR

ISCG

VBR

iShares Morningstar Small-Cap Growth ETF · $974MVanguard Morningstar Small-Cap Value ETF · $35.1B

+18.7%3 years · per year$16,721 · $16,965+19.3%

+3.5%5 years · per year$11,876 · $15,143+8.7%

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

0.68%12-mo yield$68 · $183 on $10k1.83%

−11.4%Worst dropSmaller wins−8.9%

18.6%VolatilityLower wins14.3%

0–6VBR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsISCG · VBR

0.3%IEX0.4%

0.3%CSL0.3%

0.3%ZBRA0.4%

0.3%TRU0.3%

Held in common28.1%

End-of-day Nov 5, 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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk	0.05%	1.83%	−2.9%	+15.9%	+20.7%	+19.3%	+8.7%	−8.9%	$35.1B
3	AISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.68%	−4.8%	+6.9%	+9.6%	+18.7%	+3.5%	−11.4%	$974M

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

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk	0.05%	1.83%	−2.9%	+15.9%	+20.7%	+19.3%	+8.7%	−8.9%	$35.1B
3	AISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.68%	−4.8%	+6.9%	+9.6%	+18.7%	+3.5%	−11.4%	$974M

End-of-day Nov 5, 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

$11,876

VBR

Vanguard Morningstar Small-Cap Value

$15,143

MeasureISCGVBR

Fee0.06%0.05%

Cost on $10k a year$6$5

Yield0.68%1.83%

5 years, per year+3.5%+8.7%

3 years, per year+18.7%+19.3%

Worst drop · 1Y−11.4%−8.9%

Volatility · 1Y18.6%14.3%

6–0measures won
VBR first

28.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: ISCG, VBR, IWF

Today

28.1%most shared, ISCG and VBR

ISCGVBRIWF

ISCG—28.1%1.8%

VBR28.1%—0.7%

IWF1.8%0.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$178most kept, VBR

VBR$183 − $5 = $178

ISCG$68 − $6 = $62

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee