VBR vs ISCG

AVBR

BISCG

Measures won6–0VBR wins · of 6 · 5Y

$10,000 · 5Y$15,143VBR · ISCG $11,876

Lowest cost0.05%VBR · $5 on $10k

Most income1.83%VBR · $183 on $10k

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

Held in common28.1%VBR and ISCG

VBR

ISCG

Vanguard Morningstar Small-Cap Value ETF · $35.1BiShares Morningstar Small-Cap Growth ETF · $974M

+19.3%3 years · per year$16,965 · $16,721+18.7%

+8.7%5 years · per year$15,143 · $11,876+3.5%

0.05%Expense ratio$5 · $6 on $10k · lower wins0.06%

1.83%12-mo yield$183 · $68 on $10k0.68%

−8.9%Worst dropSmaller wins−11.4%

14.3%VolatilityLower wins18.6%

6–0VBR wins

$10,000 · 5 yearsOne scale

Shared top holdingsVBR · ISCG

0.4%IEX0.3%

0.3%CSL0.3%

0.4%ZBRA0.3%

0.3%TRU0.3%

Held in common28.1%

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

Both

5Y2 funds

#			Trend
1	AVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.83%	−2.9%	+15.9%	+20.7%	+19.3%	+8.7%	−8.9%	$35.1B
2	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk		0.06%	0.68%	−4.8%	+6.9%	+9.6%	+18.7%	+3.5%	−11.4%	$974M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.83%	−2.9%	+15.9%	+20.7%	+19.3%	+8.7%	−8.9%	$35.1B
2	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk		0.06%	0.68%	−4.8%	+6.9%	+9.6%	+18.7%	+3.5%	−11.4%	$974M

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

VBR vs ISCG

VBR

Vanguard Morningstar Small-Cap Value

$15,143

ISCG

iShares Morningstar Small-Cap Growth

$11,876

MeasureVBRISCG

Fee0.05%0.06%

Cost on $10k a year$5$6

Yield1.83%0.68%

5 years, per year+8.7%+3.5%

3 years, per year+19.3%+18.7%

Worst drop · 1Y−8.9%−11.4%

Volatility · 1Y14.3%18.6%

6–0measures won
VBR first

28.1%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: VBR, ISCG

Today

28.1%most shared, VBR and ISCG

VBRISCG

VBR—28.1%

ISCG28.1%—

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

Income After Fees on $10,000

$178most kept, VBR

VBR$183 − $5 = $178

ISCG$68 − $6 = $62

KeptFee

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