IVV vs ISCG

AIVV

BISCG

Measures won6–0IVV wins · of 6 · 5Y

$10,000 · 5Y$18,763QQQ · IVV $18,118

Lowest cost0.03%IVV · $3 on $10k

Most income1.09%IVV · $109 on $10k

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

Held in common0.7%IVV and ISCG

IVV

ISCG

iShares Core S&P 500 ETF · $887BiShares Morningstar Small-Cap Growth ETF · $974M

+24.2%3 years · per year$19,178 · $17,783+21.2%

+12.6%5 years · per year$18,118 · $12,768+5.0%

0.03%Expense ratio$3 · $6 on $10k · lower wins0.06%

1.09%12-mo yield$109 · $65 on $10k0.65%

−8.9%Worst dropSmaller wins−11.4%

12.9%VolatilityLower wins18.0%

6–0IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · ISCG

0.0%OKTA1.1%

0.0%RVTY0.2%

0.0%NDSN0.6%

0.0%IEX0.3%

Held in common0.7%

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	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.45%	+1.0%	+13.0%	+10.0%	+26.3%	+13.4%	−11.7%	$464.6B
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
3	BISCG	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	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.45%	+1.0%	+13.0%	+10.0%	+26.3%	+13.4%	−11.7%	$464.6B
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
3	BISCG	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

IVV vs ISCG

IVV

iShares Core S&P 500

$18,118

ISCG

iShares Morningstar Small-Cap Growth

$12,768

MeasureIVVISCG

Fee0.03%0.06%

Cost on $10k a year$3$6

Yield1.09%0.65%

5 years, per year+12.6%+5.0%

3 years, per year+24.2%+21.2%

Worst drop · 1Y−8.9%−11.4%

Volatility · 1Y12.9%18.0%

6–0measures won
IVV first

0.7%

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

QQQM vs QQQ

YTD

InvescoQQQM

+13.1%

QQQInvesco

+13.0%

+13.1%Year to date+13.0%

0.15% · $15Fee · on $10k a year0.18% · $18

$106BAssets$465B

2–0QQQM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

Overlap: IVV, ISCG, QQQ

Today

52.8%most shared, IVV and QQQ

IVVISCGQQQ

IVV—0.7%52.8%

ISCG0.7%—0.0%

QQQ52.8%0.0%—

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

ISCG$65 − $6 = $59

QQQ$45 − $18 = $27

KeptFee

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