ISCG vs IWF

AISCG

BIWF

Measures won4–2ISCG wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · IWF $15,892

Lowest cost0.03%VUG · $3 on $10k

Most income0.65%ISCG · $65 on $10k

Smallest drop−11.4%ISCG · worst fall in 1Y

Held in common1.8%ISCG and IWF

ISCG

IWF

iShares Morningstar Small-Cap Growth ETF · $967MiShares Russell 1000 Growth ETF · $118B

+19.6%3 years · per year$17,100 · $17,207+19.8%

+3.9%5 years · per year$12,106 · $15,892+9.7%

0.06%Expense ratio$6 · $18 on $10k · lower wins0.18%

0.65%12-mo yield$65 · $38 on $10k0.38%

−11.4%Worst dropSmaller wins−14.6%

18.8%VolatilityLower wins19.5%

4–2ISCG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsISCG · IWF

0.8%TEAM0.1%

0.7%GH0.1%

0.5%MANH0.0%

0.5%MEDP0.0%

Held in common1.8%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	AISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.65%	+3.6%	+11.8%	+14.9%	+19.6%	+3.9%	−11.4%	$967M

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	AISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.65%	+3.6%	+11.8%	+14.9%	+19.6%	+3.9%	−11.4%	$967M

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

ISCG vs IWF

ISCG

iShares Morningstar Small-Cap Growth

$12,106

IWF

iShares Russell 1000 Growth

$15,892

MeasureISCGIWF

Fee0.06%0.18%

Cost on $10k a year$6$18

Yield0.65%0.38%

5 years, per year+3.9%+9.7%

3 years, per year+19.6%+19.8%

Worst drop · 1Y−11.4%−14.6%

Volatility · 1Y18.8%19.5%

4–2measures won
ISCG first

1.8%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

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%

$122BAssets$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: VUG, ISCG, IWF

Today

78.1%most shared, VUG and IWF

VUGISCGIWF

VUG—0.2%78.1%

ISCG0.2%—1.8%

IWF78.1%1.8%—

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

Income After Fees on $10,000

$59most kept, ISCG

ISCG$65 − $6 = $59

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

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