Compare · 3 funds side by side · dividends reinvested

USCL, DFAC and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,417DFAC · best of the three

02 / 04

USCL, DFAC and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+15.8%+17.7%+23.2%+11.7%−8.5%12.3%$89.2B1.4

iShares Climate Conscious & Transition MSCI USA ETFUS Stock Styles · Large cap0.08%1.05%+9.8%+9.0%+22.4%[…]−10.3%13.3%$2.7B1.7

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B2.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: USCL 2023 · DFAC 2005 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

USCL

DFAC

Dimensional - US Core Equity 2 ETF · $89.2B$17,417

$10,000 five years ago, dividends reinvested · they hold 60.7% in common

USCLMeasureDFAC

+9.8%Year to dateJan 1 → Nov 4+15.8%

+9.0%1 yearTotal return+17.7%

+22.4%3 years · per year$10,000 became $18,345 · $18,682+23.2%

[…]5 years · per year$10,000 became […] · $17,417+11.7%

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

1.05%Trailing 12-mo yield$105 · $87 a year on $10k0.87%

−10.3%Worst dropSmaller is better−8.5%

13.3%VolatilityLower is calmer12.3%

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

2–5DFAC wins

End-of-day Nov 4, 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

32.7%in top 5

DFAC

in top 520.1%

USCLStockDFAC

9.2%AAPL5.6%

8.9%NVDA5.3%

6.9%MSFT4.8%

4.6%AMZN2.6%

3.1%GOOGLnot top 5

not top 5META1.9%

Held in common60.7%

End-of-day Nov 4, 2026 · share of each fund

USCL vs DFAC Returns, Every Period

iSharesUSCL

+9.0%

past year

DFACDimensional

+17.7%

past year

USCLDFACFaded: behind in that period

0–3DFAC wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

USCL vs DFAC

YTD

iSharesUSCL

+9.8%

DFACDimensional

+15.8%

+9.8%Year to date+15.8%

−10.3%Worst drop · 1Y−8.5%

13.3%Volatility · 1Y12.3%

1.0%Yield0.9%

$2.7BAssets$89.2B

3–1DFAC wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: USCL, DFAC, IWF

Today

0.08%lowest, USCL

FundExpense ratioFee$10k

USCL0.08%$8

IWF0.18%$18

DFAC0.21%$21

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: USCL, DFAC, IWF

1.05%highest, USCL

FundTrailing yieldYield$10k

USCL1.05%$105

DFAC0.87%$87

IWF0.37%$37

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$97most kept, USCL

USCL$105 − $8 = $97

DFAC$87 − $21 = $66

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: USCL, DFAC, IWF

Today

60.7%most shared, USCL and DFAC

USCLDFACIWF

USCL—60.7%59.1%

DFAC60.7%—40.8%

IWF59.1%40.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.7%DFAC, at 12.3% volatility

DFACWorst drop−8.5%12.3% vol

USCLWorst drop−10.3%13.3% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

USCLDFAC

+9.8%Year to date+15.8%

1.0%Yield0.9%

+9.0%Past year+17.7%

0.08%Fee0.21%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026