VB vs ISCG

AVB

BISCG

Measures won5–1VB wins · of 6 · 5Y

$10,000 · 5Y$13,590VO · VB $13,413

Lowest cost0.03%VB · $3 on $10k

Most income1.39%VO · $139 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common45.4%VB and ISCG

ISCG

Vanguard Morningstar Small-Cap ETF · $76.9BiShares Morningstar Small-Cap Growth ETF · $934M

+18.5%3 years · per year$16,654 · $16,813+18.9%

+6.0%5 years · per year$13,413 · $11,960+3.6%

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

1.28%12-mo yield$128 · $67 on $10k0.67%

−9.0%Worst dropSmaller wins−11.4%

16.2%VolatilityLower wins18.5%

5–1VB wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVB · ISCG

0.4%OKTA1.0%

0.3%GH0.7%

0.3%ROKU0.7%

0.2%NTNX0.5%

Held in common45.4%

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	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
2	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.8B
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	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
2	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.8B
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

VB vs ISCG

Vanguard Morningstar Small-Cap

$13,414

ISCG

iShares Morningstar Small-Cap Growth

$11,960

MeasureVBISCG

Fee0.03%0.06%

Cost on $10k a year$3$6

Yield1.28%0.67%

5 years, per year+6.0%+3.6%

3 years, per year+18.5%+18.9%

Worst drop · 1Y−9.0%−11.4%

Volatility · 1Y16.2%18.5%

5–1measures won
VB first

45.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: VB, ISCG, VO, IJR

Today

45.4%most shared, VB and ISCG

VBISCGVOIJR

VB—45.4%2.5%18.1%

ISCG45.4%—0.4%25.0%

VO2.5%0.4%—0.0%

IJR18.1%25.0%0.0%—

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

VB$128 − $3 = $125

IJR$124 − $6 = $118

ISCG$67 − $6 = $61

KeptFee

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