VUG vs ISCG

AVUG

BISCG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,052VUG · IJR $13,136

Lowest cost0.03%VUG · $3 on $10k

Most income1.24%IJR · $124 on $10k

Smallest drop−9.7%IJR · worst fall in 1Y

Held in common0.2%VUG and ISCG

VUG

ISCG

Vanguard Morningstar Growth ETF · $233BiShares Morningstar Small-Cap Growth ETF · $927M

+22.8%3 years · per year$18,532 · $16,721+18.7%

+9.9%5 years · per year$16,052 · $11,876+3.5%

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

0.43%12-mo yield$43 · $68 on $10k0.68%

−15.1%Worst dropSmaller wins−11.4%

19.0%VolatilityLower wins18.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVUG · ISCG

0.1%TEAM1.0%

0.1%TW0.5%

0.0%SYM0.1%

0.0%VG0.0%

Held in common0.2%

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	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$103.7B
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	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$103.7B
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

VUG vs ISCG

VUG

Vanguard Morningstar Growth

$16,052

ISCG

iShares Morningstar Small-Cap Growth

$11,876

MeasureVUGISCG

Fee0.03%0.06%

Cost on $10k a year$3$6

Yield0.43%0.68%

5 years, per year+9.9%+3.5%

3 years, per year+22.8%+18.7%

Worst drop · 1Y−15.1%−11.4%

Volatility · 1Y19.0%18.6%

3–3measures won
level

0.2%

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: VUG, ISCG, IJR

Today

25.0%most shared, ISCG and IJR

VUGISCGIJR

VUG—0.2%0.0%

ISCG0.2%—25.0%

IJR0.0%25.0%—

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

ISCG$68 − $6 = $62

VUG$43 − $3 = $40

KeptFee

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