ISCG vs VO

AISCG

BVO

Measures won1–5VO wins · of 6 · 5Y

$10,000 · 5Y$14,290VO · ISCG $12,768

Lowest cost0.03%VO · $3 on $10k

Most income1.34%VO · $134 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common0.4%ISCG and VO

ISCG

iShares Morningstar Small-Cap Growth ETF · $974MVanguard Morningstar Mid-Cap ETF · $103B

+21.2%3 years · per year$17,783 · $17,578+20.7%

+5.0%5 years · per year$12,768 · $14,290+7.4%

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

0.65%12-mo yield$65 · $134 on $10k1.34%

−11.4%Worst dropSmaller wins−8.2%

18.0%VolatilityLower wins12.4%

1–5VO wins

$10,000 · 5 yearsOne scale

Shared top holdingsISCG · VO

1.0%TEAM0.3%

0.5%TW0.1%

0.0%VG0.0%

0.1%SYM0.0%

Held in common0.4%

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	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B
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%	$974M

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	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B
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%	$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 VO

ISCG

iShares Morningstar Small-Cap Growth

$12,768

Vanguard Morningstar Mid-Cap

$14,290

MeasureISCGVO

Fee0.06%0.03%

Cost on $10k a year$6$3

Yield0.65%1.34%

5 years, per year+5.0%+7.4%

3 years, per year+21.2%+20.7%

Worst drop · 1Y−11.4%−8.2%

Volatility · 1Y18.0%12.4%

5–1measures won
VO first

0.4%

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%

$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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: ISCG, VO

Today

0.4%most shared, ISCG and VO

ISCGVO

ISCG—0.4%

VO0.4%—

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

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

ISCG$65 − $6 = $59

KeptFee

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