ISCV vs IJR

AISCV

BIJR

Measures won5–0ISCV wins · of 6 · 5Y

$10,000 · 5Y$17,749VOO · ISCV $14,758

Lowest cost0.03%VOO · $3 on $10k

Most income1.89%ISCV · $189 on $10k

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

Held in common28.8%ISCV and IJR

ISCV

IJR

iShares Morningstar Small Cap Value ETF · $693MiShares Core S&P Small-Cap ETF · $106B

+20.6%3 years · per year$17,545 · $16,862+19.0%

+8.1%5 years · per year$14,758 · $13,468+6.1%

0.06%Expense ratio$6 · $6 on $10k · lower wins0.06%

1.89%12-mo yield$189 · $121 on $10k1.21%

−9.3%Worst dropSmaller wins−9.7%

14.3%VolatilityLower wins15.8%

5–0ISCV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsISCV · IJR

0.3%SM0.5%

0.3%JXN0.5%

0.3%VSAT0.6%

0.3%MHK0.4%

Held in common28.8%

End-of-day Nov 3, 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	AISCV	iShares Morningstar Small Cap Value ETFRead Desk	0.06%	1.89%	−0.6%	+16.6%	+21.2%	+20.6%	+8.1%	−9.3%	$693M
3	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	−0.3%	+18.3%	+21.3%	+19.0%	+6.1%	−9.7%	$106.1B

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	AISCV	iShares Morningstar Small Cap Value ETFRead Desk	0.06%	1.89%	−0.6%	+16.6%	+21.2%	+20.6%	+8.1%	−9.3%	$693M
3	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	−0.3%	+18.3%	+21.3%	+19.0%	+6.1%	−9.7%	$106.1B

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

Cards for this view

ISCV vs IJR

ISCV

iShares Morningstar Small Cap Value

$14,758

IJR

iShares Core S&P Small-Cap

$13,468

MeasureISCVIJR

Fee0.06%0.06%

Cost on $10k a year$6$6

Yield1.89%1.21%

5 years, per year+8.1%+6.1%

3 years, per year+20.6%+19.0%

Worst drop · 1Y−9.3%−9.7%

Volatility · 1Y14.3%15.8%

5–0measures won
ISCV first

28.8%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

Overlap: ISCV, IJR, VOO

Today

28.8%most shared, ISCV and IJR

ISCVIJRVOO

ISCV—28.8%1.0%

IJR28.8%—0.0%

VOO1.0%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$183most kept, ISCV

ISCV$189 − $6 = $183

IJR$121 − $6 = $115

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee