VBR vs ISCG

AVBR

BISCG

Measures won6–0VBR wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · VBR $15,143

Lowest cost0.03%VUG · $3 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 · $927M

+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 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 common28.1%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	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
3	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.68%	−4.8%	+6.9%	+9.6%	+18.7%	+3.5%	−11.4%	$927M

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	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
3	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.68%	−4.8%	+6.9%	+9.6%	+18.7%	+3.5%	−11.4%	$927M

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: VBR, ISCG, VUG

Today

28.1%most shared, VBR and ISCG

VBRISCGVUG

VBR—28.1%0.0%

ISCG28.1%—0.2%

VUG0.0%0.2%—

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

VUG$43 − $3 = $40

KeptFee

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