SPY vs ISCG

ASPY

BISCG

Measures won5–1SPY wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SPY $17,118

Lowest cost0.03%VUG · $3 on $10k

Most income1.14%IVV · $114 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 · $934M

+21.7%3 years · per year$18,039 · $16,813+18.9%

+11.3%5 years · per year$17,118 · $11,960+3.6%

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

1.03%12-mo yield$103 · $67 on $10k0.67%

−8.9%Worst dropSmaller wins−11.4%

13.6%VolatilityLower wins18.5%

5–1SPY wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSPY · ISCG

0.0%OKTA1.0%

0.0%RVTY0.2%

0.0%HAS0.2%

0.0%IEX0.3%

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	ASPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
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%	$934M

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	ASPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
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%	$934M

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

SPY vs ISCG

SPY

SPDR S&P 500

$17,118

ISCG

iShares Morningstar Small-Cap Growth

$11,960

MeasureSPYISCG

Fee0.09%0.06%

Cost on $10k a year$9$6

Yield1.03%0.67%

5 years, per year+11.3%+3.6%

3 years, per year+21.7%+18.9%

Worst drop · 1Y−8.9%−11.4%

Volatility · 1Y13.6%18.5%

5–1measures won
SPY 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$59.7B

1–1level

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: SPY, ISCG, VUG, IVV

Today

99.9%most shared, SPY and IVV

SPYISCGVUGIVV

SPY—0.7%54.8%99.9%

ISCG0.7%—0.2%0.7%

VUG54.8%0.2%—54.8%

IVV99.9%0.7%54.8%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPY$103 − $9 = $94

ISCG$67 − $6 = $61

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee