Compare · 4 funds side by side · dividends reinvested

USCL, DFAC, IWF and VUG

USCLiShares×DFACDimensional×IWFiShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,526DFAC · best of the four

02 / 04

USCL, DFAC, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$85.7B1.6

iShares Climate Conscious & Transition MSCI USA ETFUS Stock Styles · Large cap0.08%1.09%+5.0%+5.7%+20.3%[…]−10.3%13.9%$2.6B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B3.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: USCL 2023 · DFAC 2005 · IWF 2000 · VUG 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$16,526

$10,000 five years ago, dividends reinvested · they hold 61.0% in common

USCLMeasureDFAC

+5.0%Year to dateJan 1 → Nov 5+11.2%

+5.7%1 yearTotal return+14.3%

+20.3%3 years · per year$10,000 became $17,426 · $17,812+21.2%

[…]5 years · per year$10,000 became […] · $16,526+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 5, 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

33.1%in top 5

DFAC

in top 520.5%

USCLStockDFAC

9.5%AAPL5.8%

8.5%NVDA5.1%

7.2%MSFT5.0%

4.8%AMZN2.7%

3.1%GOOGLnot top 5

not top 5META1.9%

Held in common61.0%

End-of-day Nov 5, 2026 · share of each fund

USCL vs DFAC Returns, Every Period

iSharesUSCL

+5.7%

past year

DFACDimensional

+14.3%

past year

USCLDFACFaded: behind in that period

0–3DFAC wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

USCL vs DFAC

YTD

iSharesUSCL

+5.0%

DFACDimensional

+11.2%

+5.0%Year to date+11.2%

−10.3%Worst drop · 1Y−8.5%

13.9%Volatility · 1Y12.9%

1.1%Yield0.9%

$2.6BAssets$85.7B

3–1DFAC wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: USCL, DFAC, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

USCL0.08%$8

IWF0.18%$18

DFAC0.21%$21

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: USCL, DFAC, IWF, VUG

1.09%highest, USCL

FundTrailing yieldYield$10k

USCL1.09%$109

DFAC0.90%$90

VUG0.43%$43

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$101most kept, USCL

USCL$109 − $8 = $101

DFAC$90 − $21 = $69

VUG$43 − $3 = $40

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: USCL, DFAC, IWF, VUG

Today

78.0%most shared, IWF and VUG

USCLDFACIWFVUG

USCL—61.0%59.1%61.1%

DFAC61.0%—40.8%36.2%

IWF59.1%40.8%—78.0%

VUG61.1%36.2%78.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+14.3%DFAC, at 12.9% volatility

DFACWorst drop−8.5%12.9% vol

USCLWorst drop−10.3%13.9% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

USCLDFAC

+5.0%Year to date+11.2%

1.1%Yield0.9%

+5.7%Past year+14.3%

0.08%Fee0.21%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026