Compare · 4 funds side by side · dividends reinvested

DFAC, USCL, VTV and VO

DFACDimensional×USCLiShares×VTVVanguard×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,865VTV · best of the four

02 / 04

DFAC, USCL, VTV and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.1

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+17.7%+21.2%+11.0%−8.5%13.1%$87.7B2.5

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B2.6

iShares Climate Conscious & Transition MSCI USA ETFUS Stock Styles · Large cap0.08%1.06%+7.9%+9.7%+20.3%[…]−10.3%14.0%$2.7B3.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: DFAC 2005 · USCL 2023 · VTV 2004 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

USCL

DFAC

Dimensional - US Core Equity 2 ETF · $87.7B$16,820

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

USCLMeasureDFAC

+7.9%Year to dateJan 1 → Nov 9+14.1%

+9.7%1 yearTotal return+17.7%

+20.3%3 years · per year$10,000 became $17,395 · $17,787+21.2%

[…]5 years · per year$10,000 became […] · $16,820+11.0%

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

1.06%Trailing 12-mo yield$106 · $88 a year on $10k0.88%

−10.3%Worst dropSmaller is better−8.5%

14.0%VolatilityLower is calmer13.1%

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

2–5DFAC wins

End-of-day Nov 9, 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

33.2%in top 5

DFAC

in top 520.4%

USCLStockDFAC

9.7%AAPL5.9%

8.3%NVDA4.9%

7.2%MSFT5.0%

4.8%AMZN2.7%

3.2%GOOGLnot top 5

not top 5META1.9%

Held in common60.8%

End-of-day Nov 9, 2026 · share of each fund

USCL vs DFAC Returns, Every Period

iSharesUSCL

+9.7%

past year

DFACDimensional

+17.7%

past year

USCLDFACFaded: behind in that period

0–3DFAC wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

USCL vs VTV

YTD

iSharesUSCL

+7.9%

VTVVanguard

+20.9%

+7.9%Year to date+20.9%

−10.3%Worst drop · 1Y−6.4%

14.0%Volatility · 1Y10.8%

1.1%Yield1.8%

$2.7BAssets$184B

4–0VTV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, USCL, VTV, VO

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VO0.03%$3

USCL0.08%$8

DFAC0.21%$21

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DFAC, USCL, VTV, VO

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

VO1.35%$135

USCL1.06%$106

DFAC0.88%$88

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

VO$135 − $3 = $132

USCL$106 − $8 = $98

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DFAC, USCL, VTV, VO

Today

60.8%most shared, DFAC and USCL

DFACUSCLVTVVO

DFAC—60.8%37.8%19.6%

USCL60.8%—37.6%13.2%

VTV37.8%37.6%—28.5%

VO19.6%13.2%28.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+25.4%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

DFACWorst drop−8.5%13.1% vol

VOWorst drop−8.2%13.1% vol

USCLWorst drop−10.3%14.0% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VTVDFAC

+20.9%Year to date+14.1%

1.8%Yield0.9%

+25.4%Past year+17.7%

0.03%Fee0.21%

4–0VTV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026