Compare · 4 funds side by side · dividends reinvested

USCL, DFAC, VOO and IWF

USCLiShares×DFACDimensional×VOOVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,543VOO · best of the four

02 / 04

USCL, DFAC, VOO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.5

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+17.7%+21.2%+11.0%−8.5%13.1%$87.7B1.9

iShares Climate Conscious & Transition MSCI USA ETFUS Stock Styles · Large cap0.08%1.06%+7.9%+9.7%+20.3%[…]−10.3%14.0%$2.7B2.7

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B3.8

Rank among the four1st → 4thFee, 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: USCL 2023 · DFAC 2005 · VOO 2010 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

USCL

VOO

Vanguard S&P 500 ETF · $1.00T$17,543

$10,000 five years ago, dividends reinvested · they hold 83.3% in common

USCLMeasureVOO

+7.9%Year to dateJan 1 → Nov 9+11.3%

+9.7%1 yearTotal return+13.6%

+20.3%3 years · per year$10,000 became $17,395 · $18,159+22.0%

[…]5 years · per year$10,000 became […] · $17,543+11.9%

0.08%Expense ratio$8 · $3 a year on $10k · lower is better0.03%

1.06%Trailing 12-mo yield$106 · $107 a year on $10k1.07%

−10.3%Worst dropSmaller is better−8.9%

14.0%VolatilityLower is calmer13.7%

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

0–7VOO wins

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

More Ways to See the Pairs

USCL vs VOO: Top 5 Holdings

Today

USCL

33.2%in top 5

VOO

in top 528.3%

USCLStockVOO

9.7%AAPL7.4%

8.3%NVDA8.4%

7.2%MSFT5.8%

4.8%AMZN3.7%

3.2%GOOGL3.1%

Held in common83.3%

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

USCL vs VOO Returns, Every Period

iSharesUSCL

+9.7%

past year

VOOVanguard

+13.6%

past year

USCLVOOFaded: behind in that period

0–3VOO wins

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

Stocks vs Core: USCL vs VOO

YTD

iSharesUSCL

+7.9%

VOOVanguard

+11.3%

+7.9%Year to date+11.3%

−10.3%Worst drop · 1Y−8.9%

14.0%Volatility · 1Y13.7%

1.1%Yield1.1%

$2.7BAssets$1.00T

3–0VOO wins

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

Cost, Income and Risk

Fees: USCL, DFAC, VOO, IWF

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

USCL0.08%$8

IWF0.18%$18

DFAC0.21%$21

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

Yields: USCL, DFAC, VOO, IWF

1.07%highest, VOO

FundTrailing yieldYield$10k

VOO1.07%$107

USCL1.06%$106

DFAC0.88%$88

IWF0.38%$38

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

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

USCL$106 − $8 = $98

DFAC$88 − $21 = $67

IWF$38 − $18 = $20

KeptFee

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

Overlap: USCL, DFAC, VOO, IWF

Today

83.3%most shared, USCL and VOO

USCLDFACVOOIWF

USCL—60.8%83.3%58.9%

DFAC60.8%—67.4%40.3%

VOO83.3%67.4%—59.3%

IWF58.9%40.3%59.3%—

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

Return vs Bumpiness: 4 ETFs

+17.7%DFAC, at 13.1% volatility

DFACWorst drop−8.5%13.1% vol

VOOWorst drop−8.9%13.7% vol

USCLWorst drop−10.3%14.0% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VOODFAC

+11.3%Year to date+14.1%

1.1%Yield0.9%

+13.6%Past year+17.7%

0.03%Fee0.21%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM 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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026