Compare · 3 funds side by side · dividends reinvested

SCHD, USCL and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,565VUG · best of the three

02 / 04

SCHD, USCL and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.5

iShares Climate Conscious & Transition MSCI USA ETFUS Stock Styles · Large cap0.08%1.06%+7.9%+9.7%+20.3%[…]−10.3%14.0%$2.7B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.3

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: SCHD 2011 · USCL 2023 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $122B$16,459

SCHD

USCL

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

$10,000 five years ago, dividends reinvested · they hold 8.1% in common

SCHDMeasureUSCL

+33.2%Year to dateJan 1 → Nov 9+7.9%

+39.1%1 yearTotal return+9.7%

+19.6%3 years · per year$10,000 became $17,123 · $17,395+20.3%

+10.5%5 years · per year$10,000 became $16,459 · […][…]

0.06%Expense ratio$6 · $8 a year on $10k · lower is better0.08%

2.96%Trailing 12-mo yield$296 · $106 a year on $10k1.06%

−6.9%Worst dropSmaller is better−10.3%

11.8%VolatilityLower is calmer14.0%

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

6–1SCHD wins

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

More Ways to See the Pairs

SCHD vs USCL: Top 5 Holdings

Today

SCHD

21.4%in top 5

USCL

in top 533.2%

SCHDStockUSCL

not top 5AAPL9.7%

not top 5NVDA8.3%

not top 5MSFT7.2%

not top 5AMZN4.8%

4.4%PGnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.3%HDnot top 5

4.1%AMGNnot top 5

not top 5GOOGL3.2%

Held in common8.1%

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

SCHD vs USCL Returns, Every Period

SchwabSCHD

+39.1%

past year

USCLiShares

+9.7%

past year

SCHDUSCLFaded: behind in that period

2–1SCHD wins

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

Income vs Stocks: SCHD vs USCL

YTD

SchwabSCHD

+33.2%

USCLiShares

+7.9%

+33.2%Year to date+7.9%

−6.9%Worst drop · 1Y−10.3%

11.8%Volatility · 1Y14.0%

3.0%Yield1.1%

$122BAssets$2.7B

4–0SCHD wins

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

Cost, Income and Risk

Fees: SCHD, USCL, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

USCL0.08%$8

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

Yields: SCHD, USCL, VUG

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

USCL1.06%$106

VUG0.41%$41

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

USCL$106 − $8 = $98

VUG$41 − $3 = $38

KeptFee

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

Overlap: SCHD, USCL, VUG

Today

60.7%most shared, USCL and VUG

SCHDUSCLVUG

SCHD—8.1%0.8%

USCL8.1%—60.7%

VUG0.8%60.7%—

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

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% 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

SCHDUSCL

+33.2%Year to date+7.9%

3.0%Yield1.1%

+39.1%Past year+9.7%

0.06%Fee0.08%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

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$61.4B

1–1level

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