Compare · 4 funds side by side · dividends reinvested

IVV, USCL, VTV and VUG

IVViShares×USCLiShares×VTVVanguard×VUGVanguard×

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

02 / 04

IVV, USCL, VTV and VUG, 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%$184B1.3

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B3.1

iShares Climate Conscious & Transition MSCI USA ETFUS Stock Styles · Large cap0.08%1.06%+7.9%+9.7%+20.3%[…]−10.3%14.0%$2.6B3.3

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: IVV 2000 · USCL 2023 · VTV 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,545

IVV

USCL

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

$10,000 five years ago, dividends reinvested · they hold 84.6% in common

IVVMeasureUSCL

+11.3%Year to dateJan 1 → Nov 9+7.9%

+13.6%1 yearTotal return+9.7%

+22.0%3 years · per year$10,000 became $18,159 · $17,395+20.3%

+11.9%5 years · per year$10,000 became $17,545 · […][…]

0.03%Expense ratio$3 · $8 a year on $10k · lower is better0.08%

1.11%Trailing 12-mo yield$111 · $106 a year on $10k1.06%

−8.9%Worst dropSmaller is better−10.3%

13.8%VolatilityLower is calmer14.0%

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

7–0IVV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs USCL: Top 5 Holdings

Today

IVV

27.8%in top 5

USCL

in top 533.2%

IVVStockUSCL

7.9%AAPL9.7%

7.1%NVDA8.3%

6.2%MSFT7.2%

4.0%AMZN4.8%

2.6%GOOGL3.2%

Held in common84.6%

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

IVV vs USCL Returns, Every Period

iSharesIVV

+13.6%

past year

USCLiShares

+9.7%

past year

IVVUSCLFaded: behind in that period

3–0IVV wins

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

Core vs Stocks: IVV vs VTV

YTD

iSharesIVV

+11.3%

VTVVanguard

+20.9%

+11.3%Year to date+20.9%

−8.9%Worst drop · 1Y−6.4%

13.8%Volatility · 1Y10.8%

1.1%Yield1.8%

$853BAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: IVV, USCL, VTV, VUG

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VTV0.03%$3

VUG0.03%$3

USCL0.08%$8

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

Yields: IVV, USCL, VTV, VUG

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

IVV1.11%$111

USCL1.06%$106

VUG0.41%$41

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

IVV$111 − $3 = $108

USCL$106 − $8 = $98

VUG$41 − $3 = $38

KeptFee

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

Overlap: IVV, USCL, VTV, VUG

Today

84.6%most shared, IVV and USCL

IVVUSCLVTVVUG

IVV—84.6%43.7%55.1%

USCL84.6%—37.6%60.7%

VTV43.7%37.6%—1.9%

VUG55.1%60.7%1.9%—

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

IVVWorst drop−8.9%13.8% vol

USCLWorst drop−10.3%14.0% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

VTVIVV

+20.9%Year to date+11.3%

1.8%Yield1.1%

+25.4%Past year+13.6%

0.03%Fee0.03%

3–0VTV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026