Compare · 3 funds side by side · dividends reinvested

USCL, DFAC and IJR

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,748DFAC · best of the three

Story of the three · IncomeMost incomeIJR · 1.20% · $120 a year on $10k

Story of the three · RiskSmallest drop

USCL, DFAC and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+14.9%+16.5%+21.0%+10.9%−8.5%13.0%$87.4B1.8

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.20%+19.4%+21.0%+16.9%+5.5%−9.7%16.3%$106B1.8

iShares Climate Conscious & Transition MSCI USA ETFUS Stock Styles · Large cap0.08%1.06%+8.7%+8.5%+20.0%[…]−10.3%14.0%$2.7B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: USCL 2023 · DFAC 2005 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $87.4B$16,748

DFAC

USCL

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

$10,000 five years ago, dividends reinvested · they hold 60.5% in common

DFAC

More Ways to See the Pairs

DFAC vs USCL: Top 5 Holdings

Today

DFAC

19.9%in top 5

USCL

in top 532.3%

DFACStockUSCL

5.9%AAPL9.7%

4.4%NVDA7.3%

4.9%MSFT7.1%

2.8%AMZN5.0%

not top 5GOOGL

Cost, Income and Risk

Fees: USCL, DFAC, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

USCL0.08%$8

DFAC0.21%$21

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: USCL, DFAC, IJR

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Measure

USCL

+14.9%Year to dateJan 1 → Nov 11+8.7%

+16.5%1 yearTotal return+8.5%

+21.0%3 years · per year$10,000 became $17,728 · $17,302+20.0%

+10.9%5 years · per year$10,000 became $16,748 · […][…]

0.21%Expense ratio$21 · $8 a year on $10k · lower is better0.08%

0.87%Trailing 12-mo yield$87 · $106 a year on $10k1.06%

−8.5%Worst dropSmaller is better−10.3%

13.0%VolatilityLower is calmer14.0%

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

5–2DFAC wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.2%

2.0%METAnot top 5

Held in common60.5%

End-of-day Nov 11, 2026 · share of each fund

DFAC vs USCL Returns, Every Period

1Y

DimensionalDFAC

+16.5%

past year

USCLiShares

+8.5%

past year

DFACUSCLFaded: behind in that period

3–0DFAC wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

DFAC vs IJR

YTD

DimensionalDFAC

+14.9%

IJRiShares

+19.4%

+14.9%Year to date+19.4%

−8.5%Worst drop · 1Y−9.7%

13.0%Volatility · 1Y16.3%

0.9%Yield1.2%

$87.4BAssets$106B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

1.20%highest, IJR

FundTrailing yieldYield$10k

IJR1.20%$120

USCL1.06%$106

DFAC0.87%$87

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$114most kept, IJR

IJR$120 − $6 = $114

USCL$106 − $8 = $98

DFAC$87 − $21 = $66

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: USCL, DFAC, IJR

Today

60.5%most shared, USCL and DFAC

USCLDFACIJR

USCL—60.5%0.0%

DFAC60.5%—6.4%

IJR0.0%6.4%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+21.0%IJR, at 16.3% volatility

DFACWorst drop−8.5%13.0% vol

USCLWorst drop−10.3%14.0% vol

IJRWorst drop−9.7%16.3% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

IJRDFAC

+19.4%Year to date+14.9%

1.2%Yield0.9%

+21.0%Past year+16.5%

0.06%Fee0.21%

4–0IJR wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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USCL, DFAC and IJR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three