ISCG vs VUG

AISCG

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,626VTV · SCHD $16,375

Lowest cost0.03%VUG · $3 on $10k

Most income2.98%SCHD · $298 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.2%ISCG and VUG

ISCG

VUG

iShares Morningstar Small-Cap Growth ETF · $927MVanguard Morningstar Growth ETF · $233B

+18.7%3 years · per year$16,721 · $18,532+22.8%

+3.5%5 years · per year$11,876 · $16,052+9.9%

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

0.68%12-mo yield$68 · $43 on $10k0.43%

−11.4%Worst dropSmaller wins−15.1%

18.6%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 5, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
3	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
4	AISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.68%	−4.8%	+6.9%	+9.6%	+18.7%	+3.5%	−11.4%	$927M

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

All Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
3	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
4	AISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.68%	−4.8%	+6.9%	+9.6%	+18.7%	+3.5%	−11.4%	$927M

End-of-day Nov 5, 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

$11,876

VUG

Vanguard Morningstar Growth

$16,052

MeasureISCGVUG

Fee0.06%0.03%

Cost on $10k a year$6$3

Yield0.68%0.43%

5 years, per year+3.5%+9.9%

3 years, per year+18.7%+22.8%

Worst drop · 1Y−11.4%−15.1%

Volatility · 1Y18.6%19.0%

3–3measures won
level

0.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 5, 2026

Overlap: ISCG, VUG, SCHD, VTV

Today

17.9%most shared, SCHD and VTV

ISCGVUGSCHDVTV

ISCG—0.2%0.9%0.0%

VUG0.2%—0.8%1.9%

SCHD0.9%0.8%—17.9%

VTV0.0%1.9%17.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VTV$186 − $3 = $183

ISCG$68 − $6 = $62

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee