ISCG vs. SLYG: One-Year Outperformance Meets a Fee, Risk, and Breadth Trade-Off

The latest fund data frames a choice between ultra‑low costs with wider exposure versus a higher‑yield, larger, more concentrated portfolio.

Overview

ISCG charges a 0.06% expense ratio versus 0.15% for SLYG, underscoring a sizable cost gap.
As of Jan. 9, 2026, ISCG delivered an 18.02% one-year total return compared with 8.96% for SLYG.
Over five years, ISCG showed a deeper maximum drawdown at -41.49% versus -29.17% for SLYG, signaling higher historical volatility.
ISCG holds about 971 stocks with a tilt toward industrials, while SLYG owns roughly 334 names and tracks the S&P SmallCap 600 Growth Index with a more concentrated approach.
SLYG reports larger assets and a slightly higher yield (AUM about $3.6 billion and 0.86% dividend) versus ISCG (about $807.86 million and 0.61%), which may influence liquidity and income preferences.