Compare · 4 funds side by side · dividends reinvested

DFAC, USCL, IWF and VTV

DFACDimensional×USCLiShares×IWFiShares×VTVVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,585VTV · best of the four

02 / 04

DFAC, USCL, IWF and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.1

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.4%+13.8%+21.0%+10.6%−8.5%12.9%$85.7B2.3

iShares Climate Conscious & Transition MSCI USA ETFUS Stock Styles · Large cap0.08%1.09%+5.5%+5.7%+20.2%[…]−10.3%13.9%$2.6B2.7

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B3.8

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: DFAC 2005 · USCL 2023 · IWF 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.7B$16,525

DFAC

USCL

iShares Climate Conscious & Transition MSCI USA ETF · $2.6B[…]

$10,000 five years ago, dividends reinvested · they hold 60.8% in common

DFACMeasureUSCL

+11.4%Year to dateJan 1 → Nov 6+5.5%

+13.8%1 yearTotal return+5.7%

+21.0%3 years · per year$10,000 became $17,722 · $17,348+20.2%

+10.6%5 years · per year$10,000 became $16,525 · […][…]

0.21%Expense ratio$21 · $8 a year on $10k · lower is better0.08%

0.90%Trailing 12-mo yield$90 · $109 a year on $10k1.09%

−8.5%Worst dropSmaller is better−10.3%

12.9%VolatilityLower is calmer13.9%

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

5–2DFAC wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAC vs USCL: Top 5 Holdings

Today

DFAC

20.4%in top 5

USCL

in top 533.2%

DFACStockUSCL

5.9%AAPL9.8%

4.8%NVDA8.1%

5.0%MSFT7.3%

2.7%AMZN4.9%

not top 5GOOGL3.2%

1.9%METAnot top 5

Held in common60.8%

End-of-day Nov 6, 2026 · share of each fund

DFAC vs USCL Returns, Every Period

DimensionalDFAC

+13.8%

past year

USCLiShares

+5.7%

past year

DFACUSCLFaded: behind in that period

3–0DFAC wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

DFAC vs VTV

YTD

DimensionalDFAC

+11.4%

VTVVanguard

+18.5%

+11.4%Year to date+18.5%

−8.5%Worst drop · 1Y−6.4%

12.9%Volatility · 1Y10.7%

0.9%Yield1.9%

$85.7BAssets$184B

4–0VTV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, USCL, IWF, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

USCL0.08%$8

IWF0.18%$18

DFAC0.21%$21

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFAC, USCL, IWF, VTV

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

USCL1.09%$109

DFAC0.90%$90

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

USCL$109 − $8 = $101

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DFAC, USCL, IWF, VTV

Today

60.8%most shared, DFAC and USCL

DFACUSCLIWFVTV

DFAC—60.8%40.2%38.0%

USCL60.8%—58.7%37.9%

IWF40.2%58.7%—11.8%

VTV38.0%37.9%11.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

DFACWorst drop−8.5%12.9% vol

USCLWorst drop−10.3%13.9% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VTVDFAC

+18.5%Year to date+11.4%

1.9%Yield0.9%

+22.9%Past year+13.8%

0.03%Fee0.21%

4–0VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026