IVV vs ISCG

AIVV

BISCG

Measures won6–0IVV wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.87%VTV · $187 on $10k

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

Held in common0.7%IVV and ISCG

IVV

ISCG

iShares Core S&P 500 ETF · $850BiShares Morningstar Small-Cap Growth ETF · $927M

+21.8%3 years · per year$18,084 · $16,813+18.9%

+11.4%5 years · per year$17,177 · $11,960+3.6%

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

1.14%12-mo yield$114 · $67 on $10k0.67%

−8.9%Worst dropSmaller wins−11.4%

13.6%VolatilityLower wins18.5%

6–0IVV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIVV · ISCG

0.0%OKTA1.0%

0.0%HAS0.2%

0.0%RVTY0.2%

0.0%MAS0.2%

Held in common0.7%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
4	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.67%	+0.9%	+7.9%	+9.1%	+18.9%	+3.6%	−11.4%	$927M

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
4	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.67%	+0.9%	+7.9%	+9.1%	+18.9%	+3.6%	−11.4%	$927M

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

IVV vs ISCG

IVV

iShares Core S&P 500

$17,177

ISCG

iShares Morningstar Small-Cap Growth

$11,960

MeasureIVVISCG

Fee0.03%0.06%

Cost on $10k a year$3$6

Yield1.14%0.67%

5 years, per year+11.4%+3.6%

3 years, per year+21.8%+18.9%

Worst drop · 1Y−8.9%−11.4%

Volatility · 1Y13.6%18.5%

6–0measures won
IVV first

0.7%

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%

$182BAssets$819B

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$59.1B

1–1level

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

Overlap: IVV, ISCG, VUG, VTV

Today

54.8%most shared, IVV and VUG

IVVISCGVUGVTV

IVV—0.7%54.8%44.0%

ISCG0.7%—0.2%0.0%

VUG54.8%0.2%—1.9%

VTV44.0%0.0%1.9%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

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