Compare · 4 funds side by side · dividends reinvested

USCL, DFAC, IWF and VO

USCLiShares×DFACDimensional×IWFiShares×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,525DFAC · best of the four

02 / 04

USCL, DFAC, IWF and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.4%+13.8%+21.0%+10.6%−8.5%12.9%$85.7B1.9

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.9

iShares Climate Conscious & Transition MSCI USA ETFUS Stock Styles · Large cap0.08%1.09%+5.5%+5.7%+20.2%[…]−10.3%13.9%$2.6B2.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B3.5

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: USCL 2023 · DFAC 2005 · IWF 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

USCL

DFAC

Dimensional - US Core Equity 2 ETF · $85.7B$16,525

$10,000 five years ago, dividends reinvested · they hold 60.8% in common

USCLMeasureDFAC

+5.5%Year to dateJan 1 → Nov 6+11.4%

+5.7%1 yearTotal return+13.8%

+20.2%3 years · per year$10,000 became $17,348 · $17,722+21.0%

[…]5 years · per year$10,000 became […] · $16,525+10.6%

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

1.09%Trailing 12-mo yield$109 · $90 a year on $10k0.90%

−10.3%Worst dropSmaller is better−8.5%

13.9%VolatilityLower is calmer12.9%

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

2–5DFAC wins

End-of-day Nov 6, 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

33.2%in top 5

DFAC

in top 520.4%

USCLStockDFAC

9.8%AAPL5.9%

8.1%NVDA4.8%

7.3%MSFT5.0%

4.9%AMZN2.7%

3.2%GOOGLnot top 5

not top 5META1.9%

Held in common60.8%

End-of-day Nov 6, 2026 · share of each fund

USCL vs DFAC Returns, Every Period

iSharesUSCL

+5.7%

past year

DFACDimensional

+13.8%

past year

USCLDFACFaded: behind in that period

0–3DFAC wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

USCL vs VO

YTD

iSharesUSCL

+5.5%

VOVanguard

+10.6%

+5.5%Year to date+10.6%

−10.3%Worst drop · 1Y−8.2%

13.9%Volatility · 1Y12.9%

1.1%Yield1.4%

$2.6BAssets$103B

4–0VO wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: USCL, DFAC, IWF, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

USCL0.08%$8

IWF0.18%$18

DFAC0.21%$21

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: USCL, DFAC, IWF, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

USCL1.09%$109

DFAC0.90%$90

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

USCL$109 − $8 = $101

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: USCL, DFAC, IWF, VO

Today

60.8%most shared, USCL and DFAC

USCLDFACIWFVO

USCL—60.8%58.7%13.3%

DFAC60.8%—40.2%19.7%

IWF58.7%40.2%—9.2%

VO13.3%19.7%9.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+13.8%DFAC, at 12.9% volatility

VOWorst drop−8.2%12.9% vol

DFACWorst drop−8.5%12.9% vol

USCLWorst drop−10.3%13.9% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VODFAC

+10.6%Year to date+11.4%

1.4%Yield0.9%

+11.6%Past year+13.8%

0.03%Fee0.21%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026