Compare · 3 funds side by side · dividends reinvested

IVV, USCL and VTV

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

02 / 04

IVV, USCL and VTV, 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

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%$853B1.8

iShares Climate Conscious & Transition MSCI USA ETFUS Stock Styles · Large cap0.08%1.06%+7.9%+9.7%+20.3%[…]−10.3%14.0%$2.6B3.0

Rank among the three1st → 3rdFee, 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

Head to Head

Swap sides Versus in desk

Head to Head

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

USCL

IVV

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

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

USCLMeasureIVV

+7.9%Year to dateJan 1 → Nov 9+11.3%

+9.7%1 yearTotal return+13.6%

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

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

0.08%Expense ratio$8 · $3 a year on $10k · lower is better0.03%

1.06%Trailing 12-mo yield$106 · $111 a year on $10k1.11%

−10.3%Worst dropSmaller is better−8.9%

14.0%VolatilityLower is calmer13.8%

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

0–7IVV 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 IVV: Top 5 Holdings

Today

USCL

33.2%in top 5

IVV

in top 527.8%

USCLStockIVV

9.7%AAPL7.9%

8.3%NVDA7.1%

7.2%MSFT6.2%

4.8%AMZN4.0%

3.2%GOOGL2.6%

Held in common84.6%

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

USCL vs IVV Returns, Every Period

iSharesUSCL

+9.7%

past year

IVViShares

+13.6%

past year

USCLIVVFaded: behind in that period

0–3IVV 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%

$2.6BAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: IVV, USCL, VTV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VTV0.03%$3

USCL0.08%$8

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

Yields: IVV, USCL, VTV

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

IVV1.11%$111

USCL1.06%$106

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

KeptFee

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

Overlap: IVV, USCL, VTV

Today

84.6%most shared, IVV and USCL

IVVUSCLVTV

IVV—84.6%43.7%

USCL84.6%—37.6%

VTV43.7%37.6%—

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

Return vs Bumpiness: 3 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

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 Three

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

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026