VBR vs ISCG

AVBR

BISCG

Measures won5–1VBR wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · VBR $15,273

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common28.3%VBR and ISCG

VBR

ISCG

Vanguard Morningstar Small-Cap Value ETF · $35.1BiShares Morningstar Small-Cap Growth ETF · $934M

+19.1%3 years · per year$16,888 · $17,100+19.6%

+8.8%5 years · per year$15,273 · $12,106+3.9%

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

1.78%12-mo yield$178 · $65 on $10k0.65%

−8.9%Worst dropSmaller wins−11.4%

14.4%VolatilityLower wins18.8%

5–1VBR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVBR · ISCG

0.4%IEX0.3%

0.3%CSL0.3%

0.4%ZBRA0.3%

0.3%TRU0.3%

Held in common28.3%

End-of-day Nov 9, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	AVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk	0.05%	1.78%	+2.6%	+18.9%	+24.0%	+19.1%	+8.8%	−8.9%	$35.1B
3	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.65%	+3.6%	+11.8%	+14.9%	+19.6%	+3.9%	−11.4%	$934M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	AVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk	0.05%	1.78%	+2.6%	+18.9%	+24.0%	+19.1%	+8.8%	−8.9%	$35.1B
3	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.65%	+3.6%	+11.8%	+14.9%	+19.6%	+3.9%	−11.4%	$934M

End-of-day Nov 9, 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

$15,273

ISCG

iShares Morningstar Small-Cap Growth

$12,106

MeasureVBRISCG

Fee0.05%0.06%

Cost on $10k a year$5$6

Yield1.78%0.65%

5 years, per year+8.8%+3.9%

3 years, per year+19.1%+19.6%

Worst drop · 1Y−8.9%−11.4%

Volatility · 1Y14.4%18.8%

5–1measures won
VBR first

28.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: VBR, ISCG, VTV

Today

28.3%most shared, VBR and ISCG

VBRISCGVTV

VBR—28.3%0.7%

ISCG28.3%—0.0%

VTV0.7%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

VBR$178 − $5 = $173

ISCG$65 − $6 = $59

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee