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%$89.2B2.1

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

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

USCL

DFAC

Dimensional - US Core Equity 2 ETF · $89.2B$17,417

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

USCLMeasureDFAC

+9.8%Year to dateJan 1 → Nov 4+15.8%

+9.0%1 yearTotal return+17.7%

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

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

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

1.05%Trailing 12-mo yield$105 · $87 a year on $10k0.87%

−10.3%Worst dropSmaller is better−8.5%

13.3%VolatilityLower is calmer12.3%

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

2–5DFAC wins

End-of-day Nov 4, 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 520.1%

USCLStockDFAC

9.2%AAPL5.6%

8.9%NVDA5.3%

6.9%MSFT4.8%

4.6%AMZN2.6%

3.1%GOOGLnot top 5

not top 5META1.9%

Held in common60.7%

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

USCL vs DFAC Returns, Every Period

iSharesUSCL

+9.0%

past year

DFACDimensional

+17.7%

past year

USCLDFACFaded: behind in that period

0–3DFAC wins

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

USCL vs VTV

YTD

iSharesUSCL

+9.8%

VTVVanguard

+22.8%

+9.8%Year to date+22.8%

−10.3%Worst drop · 1Y−6.4%

13.3%Volatility · 1Y10.2%

1.0%Yield1.8%

$2.7BAssets$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$15.9B

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026