SPY vs ISCG

ASPY

BISCG

Measures won5–1SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · VTI $16,332

Lowest cost0.03%VTI · $3 on $10k

Most income1.10%VTI · $110 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 · $819BiShares Morningstar Small-Cap Growth ETF · $927M

+22.0%3 years · per year$18,174 · $16,721+18.7%

+11.3%5 years · per year$17,099 · $11,876+3.5%

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

1.03%12-mo yield$103 · $68 on $10k0.68%

−8.9%Worst dropSmaller wins−11.4%

13.6%VolatilityLower wins18.6%

5–1SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPY · ISCG

0.0%OKTA1.1%

0.0%RVTY0.2%

0.0%NDSN0.5%

0.0%IEX0.3%

Held in common0.7%

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 Three

5Y3 funds

#
1	ASPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B
3	BISCG	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 Three

5Y3 funds

#
1	ASPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B
3	BISCG	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

SPY vs ISCG

SPY

SPDR S&P 500

$17,099

ISCG

iShares Morningstar Small-Cap Growth

$11,876

MeasureSPYISCG

Fee0.09%0.06%

Cost on $10k a year$9$6

Yield1.03%0.68%

5 years, per year+11.3%+3.5%

3 years, per year+22.0%+18.7%

Worst drop · 1Y−8.9%−11.4%

Volatility · 1Y13.6%18.6%

5–1measures won
SPY first

0.7%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$92.8B

0–0level

End-of-day Nov 5, 2026

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

Overlap: SPY, ISCG, VTI

Today

86.5%most shared, SPY and VTI

SPYISCGVTI

SPY—0.7%86.5%

ISCG0.7%—5.5%

VTI86.5%5.5%—

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

Income After Fees on $10,000

$107most kept, VTI

VTI$110 − $3 = $107

SPY$103 − $9 = $94

ISCG$68 − $6 = $62

KeptFee

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