ISCG vs VTI

AISCG

BVTI

Measures won0–6VTI wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · VTI $17,257

Lowest cost0.03%VTI · $3 on $10k

Most income1.05%VTI · $105 on $10k

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

Held in common5.5%ISCG and VTI

ISCG

VTI

iShares Morningstar Small-Cap Growth ETF · $974MVanguard Morningstar Total Stock Market ETF · $689B

+21.2%3 years · per year$17,783 · $19,059+24.0%

+5.0%5 years · per year$12,768 · $17,257+11.5%

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 wins13.1%

0–6VTI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsISCG · VTI

1.1%OKTA0.0%

1.0%TEAM0.0%

0.7%GH0.0%

0.7%ROKU0.0%

Held in common5.5%

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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.05%	+1.5%	+13.4%	+13.5%	+24.0%	+11.5%	−8.9%	$689.2B
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%	$974M

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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.05%	+1.5%	+13.4%	+13.5%	+24.0%	+11.5%	−8.9%	$689.2B
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%	$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 VTI

ISCG

iShares Morningstar Small-Cap Growth

$12,768

VTI

Vanguard Morningstar Total Stock Market

$17,258

MeasureISCGVTI

Fee0.06%0.03%

Cost on $10k a year$6$3

Yield0.65%1.05%

5 years, per year+5.0%+11.5%

3 years, per year+21.2%+24.0%

Worst drop · 1Y−11.4%−8.9%

Volatility · 1Y18.0%13.1%

6–0measures won
VTI first

5.5%

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI 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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: ISCG, VTI, SPY

Today

86.9%most shared, VTI and SPY

ISCGVTISPY

ISCG—5.5%0.7%

VTI5.5%—86.9%

SPY0.7%86.9%—

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

Income After Fees on $10,000

$102most kept, VTI

VTI$105 − $3 = $102

SPY$99 − $9 = $90

ISCG$65 − $6 = $59

KeptFee

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