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ISCG vs. VIOG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

ISCG vs. VIOG

Last updated Aug 2, 2026
Documentation

ISCG (iShares Morningstar Small-Cap Growth ETF) and VIOG (Vanguard S&P Small-Cap 600 Growth ETF) are both Small Cap Growth Equities funds - ISCG tracks the Morningstar US Small Cap Broad Growth Extended Index while VIOG tracks the S&P SmallCap 600 Growth Index. Both are passively managed. Over the past 10 years, ISCG returned 10.97%/yr vs 11.09%/yr for VIOG. Their correlation of 0.88 means they have usually moved in the same direction. ISCG charges 0.06%/yr vs 0.15%/yr for VIOG.

Performance

ISCG vs. VIOG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Morningstar Small-Cap Growth ETF (ISCG) and Vanguard S&P Small-Cap 600 Growth ETF (VIOG). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ISCG achieves a 13.23% return, which is significantly lower than VIOG's 22.73% return. Both investments have delivered pretty close results over the past 10 years, with ISCG having a 10.97% annualized return and VIOG not far ahead at 11.09%.

ISCG

1D
-0.16%
1M
-3.05%
6M
9.27%
YTD
13.23%
1Y
26.04%
3Y*
14.05%
5Y*
5.32%
10Y*
10.97%
ALL TIME*
9.44%

VIOG

1D
-0.28%
1M
-1.69%
6M
17.18%
YTD
22.73%
1Y
32.21%
3Y*
13.96%
5Y*
6.55%
10Y*
11.09%
ALL TIME*
12.83%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)

ISCG

iShares Morningstar Small-Cap Growth ETF
$1.43M$1.55M$1.83M

VIOG

Vanguard S&P Small-Cap 600 Growth ETF
$3.95M$4.53M$4.83M

ISCG vs. VIOG - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
ISCG
iShares Morningstar Small-Cap Growth ETF		13.23%12.88%13.35%23.13%-26.75%-1.26%43.41%27.66%-6.91%24.68%
VIOG
Vanguard S&P Small-Cap 600 Growth ETF		22.73%5.40%9.23%16.92%-21.14%22.49%19.68%21.16%-4.57%14.70%

Correlation

The correlation between ISCG and VIOG is 0.92, meaning they have usually moved in the same direction, including during past declines.

Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.92

Correlation (3Y)
Balances recent behavior with more history.

0.94

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.94

Correlation (10Y)
Provides a long-term view across more market conditions.

0.91

Correlation (All Time)
Calculated using the full available price history since Sep 9, 2010

0.88

The correlation between ISCG and VIOG has been stable across timeframes, ranging from 0.88 to 0.94 - a consistent structural relationship.

ISCG vs. VIOG - Sectors Allocation Comparison

Sectors
ISCG
VIOG

Industrials

22.2%
19.5%

Technology

21.8%
17.6%

Healthcare

18.3%
16.9%

Financial Services

10.0%
13.7%

Consumer Cyclical

8.4%
11.0%

Real Estate

5.4%
6.8%

Basic Materials

4.3%
3.1%

Energy

3.1%
3.8%

Communication Services

2.8%
2.4%

Consumer Defensive

2.6%
3.4%

Utilities

1.0%
1.6%

Industrials

ISCG
22.2%
VIOG
19.5%

Technology

ISCG
21.8%
VIOG
17.6%

Healthcare

ISCG
18.3%
VIOG
16.9%

Financial Services

ISCG
10.0%
VIOG
13.7%

Consumer Cyclical

ISCG
8.4%
VIOG
11.0%

Real Estate

ISCG
5.4%
VIOG
6.8%

Basic Materials

ISCG
4.3%
VIOG
3.1%

Energy

ISCG
3.1%
VIOG
3.8%

Communication Services

ISCG
2.8%
VIOG
2.4%

Consumer Defensive

ISCG
2.6%
VIOG
3.4%

Utilities

ISCG
1.0%
VIOG
1.6%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares Morningstar Small-Cap Growth ETF

Vanguard S&P Small-Cap 600 Growth ETF

Often compared with ISCG:
ISCG vs. DGROISCG vs. VBKISCG vs. IJTISCG vs. ISCBISCG vs. IJRISCG vs. VBRISCG vs. VB
Often compared with VIOG:
VIOG vs. VBKVIOG vs. VIOOVIOG vs. VIOVVIOG vs. VTWGVIOG vs. SLYGVIOG vs. XSMOVIOG vs. VOO

Return for Risk

ISCG vs. VIOG — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.
ISCG
ISCG Risk / Return Rank: 5555
Overall Rank
ISCG Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
ISCG Sortino Ratio Rank: 5454
Sortino Ratio Rank
ISCG Omega Ratio Rank: 4848
Omega Ratio Rank
ISCG Calmar Ratio Rank: 5959
Calmar Ratio Rank
ISCG Martin Ratio Rank: 6363
Martin Ratio Rank
VIOG
VIOG Risk / Return Rank: 7979
Overall Rank
VIOG Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
VIOG Sortino Ratio Rank: 7979
Sortino Ratio Rank
VIOG Omega Ratio Rank: 7171
Omega Ratio Rank
VIOG Calmar Ratio Rank: 8686
Calmar Ratio Rank
VIOG Martin Ratio Rank: 8383
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

ISCG vs. VIOG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Morningstar Small-Cap Growth ETF (ISCG) and Vanguard S&P Small-Cap 600 Growth ETF (VIOG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

ISCGVIOGDifference
Sharpe ratioReturn per unit of total volatility
1.28
1.70

-0.42

Sortino ratioReturn per unit of downside risk
1.87
2.55

-0.68

Omega ratioGain probability vs. loss probability

1.22

1.30

-0.08

Calmar ratioReturn relative to maximum drawdown

2.08

3.36

-1.28

Martin ratioReturn relative to average drawdown

7.52

11.22

-3.71

ISCG vs. VIOG - Sharpe Ratio Comparison

The current ISCG Sharpe Ratio is 1.28, which is comparable to the VIOG Sharpe Ratio of 1.70. The chart below compares the historical Sharpe Ratios of ISCG and VIOG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

ISCG vs. VIOG - Drawdown Comparison

The maximum ISCG drawdown since its inception was -57.72%, which is greater than VIOG's maximum drawdown of -41.73%. Use the drawdown chart below to compare losses from any high point for ISCG and VIOG.

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Drawdown Indicators

ISCGVIOGDifference

Max Drawdown

Largest peak-to-trough decline

-57.72%

-41.73%

-15.99%

Max Drawdown (1Y)

Largest decline over 1 year

-11.43%

-9.03%

-2.40%

Max Drawdown (3Y)

Largest decline over 3 years

-26.71%

-27.35%

+0.64%

Max Drawdown (5Y)

Largest decline over 5 years

-37.80%

-29.15%

-8.65%

Max Drawdown (10Y)

Largest decline over 10 years

-41.48%

-41.73%

+0.25%

Current Drawdown

Current decline from peak

-4.47%

-3.30%

-1.17%

Average Drawdown

Average peak-to-trough decline

-11.56%

-7.56%

-4.00%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.16%

2.70%

+0.46%

Volatility

ISCG vs. VIOG - Volatility Comparison

iShares Morningstar Small-Cap Growth ETF (ISCG) and Vanguard S&P Small-Cap 600 Growth ETF (VIOG) have volatilities of 4.22% and 4.15%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

ISCGVIOGDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.22%

4.15%

+0.07%

Volatility (6M)

Calculated over the trailing 6-month period

13.65%

12.96%

+0.69%

Volatility (1Y)

Calculated over the trailing 1-year period

18.62%

17.88%

+0.74%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.96%

21.46%

+1.50%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.14%

22.83%

+0.31%

ISCG vs. VIOG - Expense Ratio Comparison

ISCG has a 0.06% expense ratio, which is lower than VIOG's 0.15% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

Dividends

ISCG vs. VIOG - Dividend Comparison

ISCG's dividend yield for the trailing twelve months is around 0.59%, less than VIOG's 0.77% yield.

PositionTTM20252024202320222021202020192018201720162015
ISCG
iShares Morningstar Small-Cap Growth ETF		0.59%0.61%0.84%0.77%0.92%0.62%0.10%0.27%0.40%0.52%1.19%0.64%
VIOG
Vanguard S&P Small-Cap 600 Growth ETF		0.77%1.04%1.03%1.15%1.17%0.69%0.68%1.09%0.76%0.87%0.92%1.04%

Frequently Asked Questions

With a correlation of 0.92, ISCG and VIOG move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

ISCG has higher volatility (4.22%) compared to VIOG (4.15%). In terms of maximum drawdown, ISCG dropped -57.72% vs VIOG's -41.73%.

On 10-year performance, VIOG leads with 11.09% vs 10.97% for ISCG. On fees, ISCG is cheaper at 0.06% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, VIOG has performed better with a 11.09% return vs 10.97%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

ISCG is cheaper with a 0.06% expense ratio, compared with 0.15% for VIOG.

VIOG has the higher dividend yield at 0.77%, compared with 0.59% for ISCG.

ISCG tracks Morningstar US Small Cap Broad Growth Extended Index, while VIOG tracks S&P SmallCap 600 Growth Index. They also come from different issuers: iShares and Vanguard. Their fees differ too: 0.06% for ISCG and 0.15% for VIOG.

VIOG currently has the higher Sharpe Ratio (1.70 vs 1.28), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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