ISCG vs IVV
iShares Morningstar Small-Cap Growth ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. ISCG delivered stronger 1-year returns. ISCG offers more diversification with 877 holdings.
Side-by-Side Comparison
| Metric | ISCG | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.03% | |
| AUM | $975M | $865.2B | |
| Dividend Yield | 0.57% | 1.09% | |
| Holdings | 939 | 508 | |
| YTD Return | +16.86% | +13.43% | |
| 1Y Return | +30.35% | +22.61% | |
| 3Y Return (annualized) | +17.31% | +21.47% | |
| 5Y Return (annualized) | +6.13% | +13.26% | |
| Volatility (annualized) | 19.6% | 15.1% | |
| Max Drawdown | -58.0% | -56.5% | |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jun 28, 2004 | May 15, 2000 |
ISCG vs IVV Performance
iShares Morningstar Small-Cap Growth ETF (ISCG) is a ETF from iShares by BlackRock (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year ISCG returned +30.35% while IVV returned +22.61%. Year to date, ISCG is up 16.86% versus a gain of 13.43% for IVV.
Over three years, ISCG compounded at +17.31% per year against +21.47% for IVV; over five years the annualized figures are +6.13% and +13.26% respectively. Across the full 22-year window we track, ISCG has the edge at +9.28% annualized vs +7.03%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ISCG has been the more volatile fund, with annualized monthly volatility of 19.6% compared with 15.1% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -58.0% for ISCG and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.87. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
ISCG charges 0.06% per year while IVV charges 0.03%. On a $10,000 position that is $6 vs $3 annually, a gap of $3 per year that compounds over a long holding period. On income, ISCG currently yields 0.57% against 1.09% for IVV.
Holdings Overlap
ISCG and IVV share 34 holdings out of 1348 unique holdings combined, representing a 0.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, ISCG or IVV?
ISCG has an expense ratio of 0.06% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $3 per year of difference.
Which performed better, ISCG or IVV?
Over the past year ISCG returned +30.35% vs +22.61% for IVV, so ISCG leads on 1-year performance. Over the longest common window we track (22 years), ISCG annualized +9.28% vs +7.03% for IVV. Past performance does not guarantee future results.
Which is riskier, ISCG or IVV?
ISCG has been the more volatile fund at 19.6% annualized versus 15.1% for IVV. Worst drawdown: ISCG -58.0% vs IVV -56.5%.
Should I hold both ISCG and IVV?
ISCG and IVV have a monthly-return correlation of 0.87, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between ISCG and IVV?
ISCG and IVV share 34 common holdings with a 0.9% weight overlap. Combined, they hold 1348 unique securities.
Which pays a higher dividend, ISCG or IVV?
ISCG yields 0.57% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.
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