Compare · 3 funds side by side · dividends reinvested

DFAC, USCL and VTV

DFACDimensional×USCLiShares×VTVVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,352VTV · best of the three

02 / 04

DFAC, USCL and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.80%+22.8%+27.5%+22.9%+12.9%−6.4%10.2%$184B1.1

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+15.8%+17.7%+23.2%+11.7%−8.5%12.3%$87.6B2.1

iShares Climate Conscious & Transition MSCI USA ETFUS Stock Styles · Large cap0.08%1.05%+9.8%+9.0%+22.4%[…]−10.3%13.3%$2.7B2.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: DFAC 2005 · USCL 2023 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $87.6B$17,417

DFAC

USCL

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

$10,000 five years ago, dividends reinvested · they hold 60.7% in common

DFACMeasureUSCL

+15.8%Year to dateJan 1 → Nov 4+9.8%

+17.7%1 yearTotal return+9.0%

+23.2%3 years · per year$10,000 became $18,682 · $18,345+22.4%

+11.7%5 years · per year$10,000 became $17,417 · […][…]

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

0.87%Trailing 12-mo yield$87 · $105 a year on $10k1.05%

−8.5%Worst dropSmaller is better−10.3%

12.3%VolatilityLower is calmer13.3%

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

5–2DFAC wins

End-of-day Nov 4, 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

20.1%in top 5

USCL

in top 532.7%

DFACStockUSCL

5.6%AAPL9.2%

5.3%NVDA8.9%

4.8%MSFT6.9%

2.6%AMZN4.6%

not top 5GOOGL3.1%

1.9%METAnot top 5

Held in common60.7%

End-of-day Nov 4, 2026 · share of each fund

DFAC vs USCL Returns, Every Period

DimensionalDFAC

+17.7%

past year

USCLiShares

+9.0%

past year

DFACUSCLFaded: behind in that period

3–0DFAC wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DFAC vs VTV

YTD

DimensionalDFAC

+15.8%

VTVVanguard

+22.8%

+15.8%Year to date+22.8%

−8.5%Worst drop · 1Y−6.4%

12.3%Volatility · 1Y10.2%

0.9%Yield1.8%

$87.6BAssets$184B

4–0VTV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, USCL, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

USCL0.08%$8

DFAC0.21%$21

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DFAC, USCL, VTV

1.80%highest, VTV

FundTrailing yieldYield$10k

VTV1.80%$180

USCL1.05%$105

DFAC0.87%$87

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

USCL$105 − $8 = $97

DFAC$87 − $21 = $66

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DFAC, USCL, VTV

Today

60.7%most shared, DFAC and USCL

DFACUSCLVTV

DFAC—60.7%37.7%

USCL60.7%—37.3%

VTV37.7%37.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+27.5%VTV, at 10.2% volatility

VTVWorst drop−6.4%10.2% vol

DFACWorst drop−8.5%12.3% vol

USCLWorst drop−10.3%13.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VTVDFAC

+22.8%Year to date+15.8%

1.8%Yield0.9%

+27.5%Past year+17.7%

0.03%Fee0.21%

4–0VTV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026