ISCG vs VB

AISCG

BVB

Measures won1–5VB 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%ISCG and VB

ISCG

iShares Morningstar Small-Cap Growth ETF · $934MVanguard Morningstar Small-Cap ETF · $76.9B

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

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

0.06%Expense ratio$6 · $3 on $10k · lower wins0.03%

0.67%12-mo yield$67 · $128 on $10k1.28%

−11.4%Worst dropSmaller wins−9.0%

18.5%VolatilityLower wins16.2%

1–5VB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsISCG · VB

1.0%OKTA0.4%

0.7%GH0.3%

0.7%ROKU0.3%

0.5%NTNX0.2%

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 Three

5Y3 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	BVB	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	AISCG	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 Three

5Y3 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	BVB	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	AISCG	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

ISCG vs VB

ISCG

iShares Morningstar Small-Cap Growth

$11,960

Vanguard Morningstar Small-Cap

$13,414

MeasureISCGVB

Fee0.06%0.03%

Cost on $10k a year$6$3

Yield0.67%1.28%

5 years, per year+3.6%+6.0%

3 years, per year+18.9%+18.5%

Worst drop · 1Y−11.4%−9.0%

Volatility · 1Y18.5%16.2%

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: VB, ISCG, VO

Today

45.4%most shared, VB and ISCG

VBISCGVO

VB—45.4%2.5%

ISCG45.4%—0.4%

VO2.5%0.4%—

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

ISCG$67 − $6 = $61

KeptFee

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