ISCG vs VIOG
Comparison between ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF (ISCG, ETF) and VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND ETF SHARES (VIOG, ETF).
5-Year PerformanceVIOG has outperformed ISCG, delivering a return of +5.3% compared to +4.8%
ISCG vs VIOG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
ISCG
$947M
VIOG
$947M
Expense Ratio
Winner
ISCG
0.06%
VIOG
0.10%
Max Drawdown
ISCG
58.03%
Winner
VIOG
42.76%
Sharpe Ratio
Winner
ISCG
1.22
VIOG
1.18
5Y Beta
ISCG
1.14
Winner
VIOG
1.04
P/E Ratio
ISCG
66.75
Winner
VIOG
25.94
Forward P/E
ISCG
20.93
Winner
VIOG
18.10
5Y Dividends CAGR
Winner
ISCG
52.26%
VIOG
19.66%
5Y EPS CAGR
ISCG
11.25%
Winner
VIOG
21.71%
Debt to Equity
Winner
ISCG
17.06%
VIOG
73.38%
P/S Ratio
ISCG
2.55
Winner
VIOG
1.49
P/B Ratio
ISCG
3.76
Winner
VIOG
3.04
ISCG vs VIOG - Holdings Comparison
ISCG and VIOG have 194 common holdings. Overlap is 15.08%
ISCG's top 25 holdings weight is 15.29%. VIOG's top 25 holdings weight is 21.79%.
| Rank | ISCG | VIOG |
|---|---|---|
| #1 | LUMENTUM HOLDINGS INC (LITE) - 2.33% | VIAVI SOLUTIONS INC (VIAV) - 1.45% |
| #2 | STERLING INFRASTRUCTURE INC (STRL) - 0.85% | SANMINA CORP (SANM) - 1.42% |
| #3 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.76% | FORMFACTOR INC (FORM) - 1.26% |
| #4 | ATI INC (ATI) - 0.71% | PRIMORIS SERVICES CORP (PRIM) - 1.17% |
| #5 | RBC BEARINGS INC (RBC) - 0.63% | ARGAN INC (AGX) - 1.11% |
| #6 | SITIME CORP ORDINARY SHARES (SITM) - 0.60% | VIASAT INC (VSAT) - 1.07% |
| #7 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.60% | ESCO TECHNOLOGIES INC (ESE) - 1.00% |
| #8 | ITT INC (ITT) - 0.59% | POWELL INDUSTRIES INC (POWL) - 0.94% |
| #9 | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.57% | ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 0.92% |
| #10 | API GROUP CORP (APG) - 0.54% | EVERUS CONSTRUCTION GROUP INC (ECG) - 0.90% |
| #11 | ROKU INC CLASS A (ROKU) - 0.54% | FEDERAL SIGNAL CORP (FSS) - 0.90% |
| #12 | GENERAC HOLDINGS INC (GNRC) - 0.53% | STONEX GROUP INC (SNEX) - 0.89% |
| #13 | MUELLER INDUSTRIES INC (MLI) - 0.51% | ARMSTRONG WORLD INDUSTRIES INC (AWI) - 0.88% |
| #14 | NEUROCRINE BIOSCIENCES INC (NBIX) - 0.51% | SEMTECH CORP (SMTC) - 0.81% |
| #15 | TTM TECHNOLOGIES INC (TTMI) - 0.51% | KRYSTAL BIOTECH INC (KRYS) - 0.81% |
| #16 | CLEAN HARBORS INC (CLH) - 0.50% | ARCHROCK INC (AROC) - 0.81% |
| #17 | LINCOLN ELECTRIC HOLDINGS INC (LECO) - 0.49% | BRINKER INTERNATIONAL INC (EAT) - 0.79% |
| #18 | NORDSON CORP (NDSN) - 0.48% | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.79% |
| #19 | RAMBUS INC (RMBS) - 0.46% | INSTALLED BUILDING PRODUCTS INC (IBP) - 0.78% |
| #20 | MODINE MANUFACTURING CO (MOD) - 0.45% | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 0.76% |
| #21 | ONTO INNOVATION INC (ONTO) - 0.45% | VIRTU FINANCIAL INC CLASS A (VIRT) - 0.47% |
| #22 | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.42% | PRICESMART INC (PSMT) - 0.47% |
| #23 | TRADEWEB MARKETS INC (TW) - 0.42% | n/a (STEP) - 0.47% |
| #24 | EVERCORE INC CLASS A (EVR) - 0.42% | IMPINJ INC (PI) - 0.47% |
| #25 | GUARDANT HEALTH INC (GH) - 0.42% | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 0.45% |
| Total Holdings | 945 | 305 |
ISCG vs VIOG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ISCG
-0.44%
VIOG
-1.46%
3M
ISCG
+6.61%
Winner
VIOG
+8.50%
6M
ISCG
+8.69%
Winner
VIOG
+13.09%
1Y
Winner
ISCG
+27.50%
VIOG
+25.63%
5Y(CAGR)
ISCG
+4.83%
Winner
VIOG
+5.32%
10Y(CAGR)
Winner
ISCG
+11.00%
VIOG
+10.63%
Max(CAGR)
ISCG
+9.38%
Winner
VIOG
+12.57%
ISCG vs VIOG - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | ISCG | VIOG |
|---|---|---|
| 2026 | +8.95% | +13.42% |
| 2025 | +12.81% | +5.17% |
| 2024 | +14.87% | +10.20% |
| 2023 | +23.65% | +17.57% |
| 2022 | -27.38% | -21.60% |
| 2021 | +0.42% | +23.43% |
| 2020 | +42.48% | +19.32% |
| 2019 | +28.07% | +20.96% |
| 2018 | -7.54% | -4.90% |
| 2017 | +24.76% | +14.20% |
| 2016 | +12.44% | +25.61% |
| 2015 | +1.02% | +3.78% |
| 2014 | +3.78% | +5.20% |
| 2013 | +38.12% | +39.40% |
| 2012 | +13.44% | +12.91% |
| 2011 | -2.86% | +2.06% |
| 2010 | +28.70% | +25.04% |
| 2009 | +29.95% | N/A |
| 2008 | -39.16% | N/A |
| 2007 | +11.34% | N/A |
| 2006 | +7.87% | N/A |
| 2005 | +7.65% | N/A |
| 2004 | +11.12% | N/A |
ISCG vs VIOG Drawdown Comparison
The maximum drawdown for ISCG was -57.72%, occurring on Mar 9, 2009. Recovery took 824 trading sessions.
The maximum drawdown for VIOG was -41.74%, occurring on Mar 23, 2020. Recovery took 556 trading sessions.
The current ISCG drawdown is -3.18%. The current VIOG drawdown is -2.14%.
| Rank | ISCG | VIOG |
|---|---|---|
| #1 | -57.72% Oct 9, 2007 - Jan 14, 2011 | -41.74% Aug 31, 2018 - Nov 16, 2020 |
| #2 | -41.47% Feb 9, 2021 - Oct 27, 2025 | -29.16% Nov 8, 2021 - Jul 16, 2024 |
| #3 | -37.17% Feb 19, 2020 - Jul 15, 2020 | -27.34% Nov 25, 2024 - Jan 15, 2026 |
| #4 | -28.27% Sep 13, 2018 - Jan 13, 2020 | -26.55% Jul 7, 2011 - Mar 26, 2012 |
| #5 | -27.73% Jun 23, 2015 - Dec 8, 2016 | -19.62% Jun 23, 2015 - Jul 12, 2016 |
| #6 | -27.37% Jul 7, 2011 - Sep 6, 2012 | -12.35% Jul 3, 2014 - Dec 22, 2014 |
| #7 | -18.66% May 5, 2006 - Feb 20, 2007 | -11.18% Sep 14, 2012 - Jan 3, 2013 |
| #8 | -15.25% Jul 7, 2004 - Nov 3, 2004 | -10.77% Mar 26, 2012 - Sep 6, 2012 |
| #9 | -13.16% Dec 29, 2004 - Jul 11, 2005 | -9.33% Jul 31, 2024 - Oct 16, 2024 |
| #10 | -12.93% Mar 4, 2014 - Feb 5, 2015 | -9.09% Mar 18, 2014 - Jul 1, 2014 |
| #11 | -11.43% Jan 22, 2026 - Apr 17, 2026 | -9.08% Sep 22, 2016 - Nov 11, 2016 |
| #12 | -11.11% Sep 14, 2012 - Jan 7, 2013 | -9.03% Feb 26, 2026 - Apr 9, 2026 |
| #13 | -9.44% Apr 29, 2011 - Jul 7, 2011 | -8.62% Mar 15, 2021 - Aug 27, 2021 |
| #14 | -9.21% Jul 13, 2007 - Oct 1, 2007 | -8.23% Apr 29, 2011 - Jul 6, 2011 |
| #15 | -8.65% Feb 23, 2007 - Apr 13, 2007 | -8.21% Jan 26, 2018 - Mar 9, 2018 |
Correlation
Correlation between ISCG and VIOG is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2005 - 2026)
ISCG vs VIOG dividend yield comparison.
| Year | ISCG | VIOG |
|---|---|---|
| 2026 | 0.13% | 0.17% |
| 2025 | 0.61% | 1.04% |
| 2024 | 0.84% | 1.03% |
| 2023 | 0.77% | 1.15% |
| 2022 | 0.92% | 1.17% |
| 2021 | 0.62% | 0.69% |
| 2020 | 0.10% | 0.68% |
| 2019 | 0.27% | 1.09% |
| 2018 | 0.40% | 0.77% |
| 2017 | 0.52% | 0.87% |
| 2016 | 1.19% | 0.92% |
| 2015 | 0.64% | 1.04% |
| 2014 | 0.56% | 0.72% |
| 2013 | 0.53% | 0.52% |
| 2012 | 1.36% | 1.14% |
| 2011 | 0.31% | 0.53% |
| 2010 | 0.24% | 1.00% |
| 2009 | 0.09% | 0.00% |
| 2008 | 0.75% | 0.00% |
| 2007 | 0.19% | 0.00% |
| 2006 | 0.00% | 0.00% |
| 2005 | 0.01% | 0.00% |
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