ISCG vs VUG

AISCG

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177IVV · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.24%IJR · $124 on $10k

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

Held in common0.2%ISCG and VUG

ISCG

VUG

iShares Morningstar Small-Cap Growth ETF · $934MVanguard Morningstar Growth ETF · $233B

+18.9%3 years · per year$16,813 · $18,415+22.6%

+3.6%5 years · per year$11,960 · $16,124+10.0%

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

0.67%12-mo yield$67 · $42 on $10k0.42%

−11.4%Worst dropSmaller wins−15.1%

18.5%VolatilityLower wins19.0%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsISCG · VUG

1.0%TEAM0.1%

0.5%TW0.1%

0.1%SYM0.0%

0.0%VG0.0%

Held in common0.2%

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 Four

5Y4 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.8B
4	AISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.67%	+0.9%	+7.9%	+9.1%	+18.9%	+3.6%	−11.4%	$934M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.8B
4	AISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.67%	+0.9%	+7.9%	+9.1%	+18.9%	+3.6%	−11.4%	$934M

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 VUG

ISCG

iShares Morningstar Small-Cap Growth

$11,960

VUG

Vanguard Morningstar Growth

$16,124

MeasureISCGVUG

Fee0.06%0.03%

Cost on $10k a year$6$3

Yield0.67%0.42%

5 years, per year+3.6%+10.0%

3 years, per year+18.9%+22.6%

Worst drop · 1Y−11.4%−15.1%

Volatility · 1Y18.5%19.0%

3–3measures won
level

0.2%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: ISCG, VUG, IVV, IJR

Today

54.8%most shared, VUG and IVV

ISCGVUGIVVIJR

ISCG—0.2%0.7%25.0%

VUG0.2%—54.8%0.0%

IVV0.7%54.8%—0.0%

IJR25.0%0.0%0.0%—

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

IVV$114 − $3 = $111

ISCG$67 − $6 = $61

VUG$42 − $3 = $39

KeptFee

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