ISCG vs VO

AISCG

BVO

Measures won1–5VO wins · of 6 · 5Y

$10,000 · 5Y$16,697VTI · VUG $16,565

Lowest cost0.03%VO · $3 on $10k

Most income1.35%VO · $135 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 · $967MVanguard Morningstar Mid-Cap ETF · $103B

+19.6%3 years · per year$17,100 · $16,763+18.8%

+3.9%5 years · per year$12,106 · $13,867+6.8%

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

0.65%12-mo yield$65 · $135 on $10k1.35%

−11.4%Worst dropSmaller wins−8.2%

18.8%VolatilityLower wins13.1%

1–5VO wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsISCG · VO

0.8%TEAM0.3%

0.5%TW0.1%

0.0%VG0.0%

0.1%SYM0.0%

Held in common0.4%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
4	AISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.65%	+3.6%	+11.8%	+14.9%	+19.6%	+3.9%	−11.4%	$967M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
4	AISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.65%	+3.6%	+11.8%	+14.9%	+19.6%	+3.9%	−11.4%	$967M

End-of-day Nov 9, 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

$12,106

Vanguard Morningstar Mid-Cap

$13,867

MeasureISCGVO

Fee0.06%0.03%

Cost on $10k a year$6$3

Yield0.65%1.35%

5 years, per year+3.9%+6.8%

3 years, per year+19.6%+18.8%

Worst drop · 1Y−11.4%−8.2%

Volatility · 1Y18.8%13.1%

5–1measures won
VO first

0.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: ISCG, VO, VTI, VUG

Today

52.8%most shared, VTI and VUG

ISCGVOVTIVUG

ISCG—0.4%5.5%0.2%

VO0.4%—15.0%10.2%

VTI5.5%15.0%—52.8%

VUG0.2%10.2%52.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

VTI$106 − $3 = $103

ISCG$65 − $6 = $59

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee