SPY vs ISCG

ASPY

BISCG

Measures won5–1SPY wins · of 6 · 5Y

$10,000 · 5Y$18,115VOO · SPY $18,060

Lowest cost0.03%VOO · $3 on $10k

Most income1.05%VOO · $105 on $10k

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

Held in common0.7%SPY and ISCG

SPY

ISCG

State Street SPDR S&P 500 ETF · $805BiShares Morningstar Small-Cap Growth ETF · $974M

+24.1%3 years · per year$19,132 · $17,783+21.2%

+12.6%5 years · per year$18,060 · $12,768+5.0%

0.09%Expense ratio$9 · $6 on $10k · lower wins0.06%

0.99%12-mo yield$99 · $65 on $10k0.65%

−8.9%Worst dropSmaller wins−11.4%

12.9%VolatilityLower wins18.0%

5–1SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPY · ISCG

0.0%OKTA1.1%

0.0%RVTY0.2%

0.0%IEX0.3%

0.0%NDSN0.6%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	ASPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	ASPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
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

SPY vs ISCG

SPY

SPDR S&P 500

$18,060

ISCG

iShares Morningstar Small-Cap Growth

$12,768

MeasureSPYISCG

Fee0.09%0.06%

Cost on $10k a year$9$6

Yield0.99%0.65%

5 years, per year+12.6%+5.0%

3 years, per year+24.1%+21.2%

Worst drop · 1Y−8.9%−11.4%

Volatility · 1Y12.9%18.0%

5–1measures won
SPY 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

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: SPY, ISCG, VOO

Today

94.5%most shared, SPY and VOO

SPYISCGVOO

SPY—0.7%94.5%

ISCG0.7%—0.6%

VOO94.5%0.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

SPY$99 − $9 = $90

ISCG$65 − $6 = $59

KeptFee

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