ISCG vs VOO

AISCG

BVOO

Measures won0–6VOO wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · VOO $18,115

Lowest cost0.03%VOO · $3 on $10k

Most income1.09%IVV · $109 on $10k

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

Held in common0.6%ISCG and VOO

ISCG

VOO

iShares Morningstar Small-Cap Growth ETF · $966MVanguard S&P 500 ETF · $1.00T

+21.2%3 years · per year$17,783 · $19,172+24.2%

+5.0%5 years · per year$12,768 · $18,115+12.6%

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

0.65%12-mo yield$65 · $105 on $10k1.05%

−11.4%Worst dropSmaller wins−8.9%

18.0%VolatilityLower wins12.8%

0–6VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsISCG · VOO

0.3%ZBRA0.0%

0.6%NDSN0.0%

0.2%RVTY0.0%

0.3%IEX0.0%

Held in common0.6%

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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$872.0B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$872.0B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	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 VOO

ISCG

iShares Morningstar Small-Cap Growth

$12,768

VOO

Vanguard S&P 500

$18,115

MeasureISCGVOO

Fee0.06%0.03%

Cost on $10k a year$6$3

Yield0.65%1.05%

5 years, per year+5.0%+12.6%

3 years, per year+21.2%+24.2%

Worst drop · 1Y−11.4%−8.9%

Volatility · 1Y18.0%12.8%

6–0measures won
VOO first

0.6%

holdings shared

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

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

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

Overlap: ISCG, VOO, IVV

Today

94.5%most shared, VOO and IVV

ISCGVOOIVV

ISCG—0.6%0.7%

VOO0.6%—94.5%

IVV0.7%94.5%—

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

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

VOO$105 − $3 = $102

ISCG$65 − $6 = $59

KeptFee

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