ISCG vs VBR

AISCG

BVBR

Measures won0–6VBR wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · VBR $15,197

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common28.4%ISCG and VBR

ISCG

VBR

iShares Morningstar Small-Cap Growth ETF · $927MVanguard Morningstar Small-Cap Value ETF · $35.1B

+18.9%3 years · per year$16,813 · $16,848+19.0%

+3.6%5 years · per year$11,960 · $15,197+8.7%

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

0.67%12-mo yield$67 · $183 on $10k1.83%

−11.4%Worst dropSmaller wins−8.9%

18.5%VolatilityLower wins14.2%

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%ALLE0.3%

Held in common28.4%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk	0.05%	1.83%	0.0%	+15.9%	+19.5%	+19.0%	+8.7%	−8.9%	$35.1B
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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk	0.05%	1.83%	0.0%	+15.9%	+19.5%	+19.0%	+8.7%	−8.9%	$35.1B
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 VBR

ISCG

iShares Morningstar Small-Cap Growth

$11,960

VBR

Vanguard Morningstar Small-Cap Value

$15,197

MeasureISCGVBR

Fee0.06%0.05%

Cost on $10k a year$6$5

Yield0.67%1.83%

5 years, per year+3.6%+8.7%

3 years, per year+18.9%+19.0%

Worst drop · 1Y−11.4%−8.9%

Volatility · 1Y18.5%14.2%

6–0measures won
VBR first

28.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: ISCG, VBR, VTV

Today

28.4%most shared, ISCG and VBR

ISCGVBRVTV

ISCG—28.4%0.0%

VBR28.4%—0.7%

VTV0.0%0.7%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

VBR$183 − $5 = $178

ISCG$67 − $6 = $61

KeptFee

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