Compare · 3 funds side by side · dividends reinvested

DFAC, USCL and VO

DFACDimensional×USCLiShares×VOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,526DFAC · best of the three

02 / 04

DFAC, USCL and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B1.6

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$89.2B1.8

iShares Climate Conscious & Transition MSCI USA ETFUS Stock Styles · Large cap0.08%1.09%+5.0%+5.7%+20.3%[…]−10.3%13.9%$2.7B2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: DFAC 2005 · USCL 2023 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $89.2B$16,526

DFAC

USCL

iShares Climate Conscious & Transition MSCI USA ETF · $2.7B[…]

$10,000 five years ago, dividends reinvested · they hold 61.0% in common

DFACMeasureUSCL

+11.2%Year to dateJan 1 → Nov 5+5.0%

+14.3%1 yearTotal return+5.7%

+21.2%3 years · per year$10,000 became $17,812 · $17,426+20.3%

+10.6%5 years · per year$10,000 became $16,526 · […][…]

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 5, 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

20.5%in top 5

USCL

in top 533.1%

DFACStockUSCL

5.8%AAPL9.5%

5.1%NVDA8.5%

5.0%MSFT7.2%

2.7%AMZN4.8%

not top 5GOOGL3.1%

1.9%METAnot top 5

Held in common61.0%

End-of-day Nov 5, 2026 · share of each fund

DFAC vs USCL Returns, Every Period

DimensionalDFAC

+14.3%

past year

USCLiShares

+5.7%

past year

DFACUSCLFaded: behind in that period

3–0DFAC wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DFAC vs VO

YTD

DimensionalDFAC

+11.2%

VOVanguard

+10.7%

+11.2%Year to date+10.7%

−8.5%Worst drop · 1Y−8.2%

12.9%Volatility · 1Y12.9%

0.9%Yield1.4%

$89.2BAssets$103B

2–1VO wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, USCL, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

USCL0.08%$8

DFAC0.21%$21

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFAC, USCL, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

USCL1.09%$109

DFAC0.90%$90

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

USCL$109 − $8 = $101

DFAC$90 − $21 = $69

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFAC, USCL, VO

Today

61.0%most shared, DFAC and USCL

DFACUSCLVO

DFAC—61.0%19.6%

USCL61.0%—13.1%

VO19.6%13.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.3%DFAC, at 12.9% volatility

VOWorst drop−8.2%12.9% vol

DFACWorst drop−8.5%12.9% vol

USCLWorst drop−10.3%13.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VODFAC

+10.7%Year to date+11.2%

1.4%Yield0.9%

+12.4%Past year+14.3%

0.03%Fee0.21%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026