Compare · 2 funds side by side · dividends reinvested

USCL and DFAC

USCLiShares×DFACDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,976DFAC · best of the two

02 / 04

USCL and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+16.0%+23.0%+11.2%−8.5%12.2%$87.6B1.3

iShares Climate Conscious & Transition MSCI USA ETFUS Stock Styles · Large cap0.08%1.07%+7.8%+7.1%+22.1%[…]−10.3%13.1%$2.7B1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: USCL 2023 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

iShares Climate Conscious & Transition MSCI USA ETF · $2.7B$18,221

USCL

DFAC

Dimensional - US Core Equity 2 ETF · $87.6B$18,595

$10,000 three years ago, dividends reinvested · they hold 60.6% in common

USCLMeasureDFAC

+7.8%Year to dateJan 1 → Nov 3+14.1%

+7.1%1 yearTotal return+16.0%

+22.1%3 years · per year$10,000 became $18,221 · $18,595+23.0%

[…]5 years · per year$10,000 became […] · $16,976+11.2%

0.08%Expense ratio$8 · $21 a year on $10k · lower is better0.21%

1.07%Trailing 12-mo yield$107 · $88 a year on $10k0.88%

−10.3%Worst dropSmaller is better−8.5%

13.1%VolatilityLower is calmer12.2%

USCLDFAC Winner of the row, in its colourEach row: the bigger of the two fills its side

2–5DFAC wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

USCL vs DFAC: Top 5 Holdings

Today

USCL

32.7%in top 5

DFAC

in top 519.9%

USCLStockDFAC

9.5%AAPL5.7%

8.8%NVDA5.2%

6.9%MSFT4.7%

4.4%AMZN2.5%

3.1%GOOGLnot top 5

not top 5META1.9%

Held in common60.6%

End-of-day Nov 3, 2026 · share of each fund

USCL vs DFAC Returns, Every Period

iSharesUSCL

+7.1%

past year

DFACDimensional

+16.0%

past year

USCLDFACFaded: behind in that period

0–3DFAC wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

USCL vs DFAC

YTD

iSharesUSCL

+7.8%

DFACDimensional

+14.1%

+7.8%Year to date+14.1%

−10.3%Worst drop · 1Y−8.5%

13.1%Volatility · 1Y12.2%

1.1%Yield0.9%

$2.7BAssets$87.6B

3–1DFAC wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: USCL, DFAC

Today

0.08%lowest, USCL

FundExpense ratioFee$10k

USCL0.08%$8

DFAC0.21%$21

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: USCL, DFAC

1.07%highest, USCL

FundTrailing yieldYield$10k

USCL1.07%$107

DFAC0.88%$88

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$99most kept, USCL

USCL$107 − $8 = $99

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: USCL, DFAC

Today

60.6%most shared, USCL and DFAC

USCLDFAC

USCL—60.6%

DFAC60.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.0%DFAC, at 12.2% volatility

DFACWorst drop−8.5%12.2% vol

USCLWorst drop−10.3%13.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

USCLDFAC

+7.8%Year to date+14.1%

1.1%Yield0.9%

+7.1%Past year+16.0%

0.08%Fee0.21%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026