Compare · 4 funds side by side · dividends reinvested

USCL, DFAC, VOO and VUG

USCLiShares×DFACDimensional×VOOVanguard×VUGVanguard×

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 VUG, 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%$1.00T1.6

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%$85.6B2.0

iShares Climate Conscious & Transition MSCI USA ETFUS Stock Styles · Large cap0.08%1.06%+7.9%+9.7%+20.3%[…]−10.3%14.0%$2.6B3.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B3.1

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 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

USCL

VUG

Vanguard Morningstar Growth ETF · $233B$16,565

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

USCLMeasureVUG

+7.9%Year to dateJan 1 → Nov 9+4.2%

+9.7%1 yearTotal return+4.7%

+20.3%3 years · per year$10,000 became $17,395 · $18,569+22.9%

[…]5 years · per year$10,000 became […] · $16,565+10.6%

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

1.06%Trailing 12-mo yield$106 · $41 a year on $10k0.41%

−10.3%Worst dropSmaller is better−15.1%

14.0%VolatilityLower is calmer19.1%

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

5–2USCL 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 VUG: Top 5 Holdings

Today

USCL

33.2%in top 5

VUG

in top 545.2%

USCLStockVUG

8.3%NVDA13.5%

9.7%AAPL12.5%

7.2%MSFT9.7%

3.2%GOOGL5.2%

4.8%AMZNnot top 5

not top 5AVGO4.3%

Held in common60.7%

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

USCL vs VUG Returns, Every Period

iSharesUSCL

+9.7%

past year

VUGVanguard

+4.7%

past year

USCLVUGFaded: behind in that period

2–1USCL 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%

$2.6BAssets$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, VUG

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

VUG0.03%$3

USCL0.08%$8

DFAC0.21%$21

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

Yields: USCL, DFAC, VOO, VUG

1.07%highest, VOO

FundTrailing yieldYield$10k

VOO1.07%$107

USCL1.06%$106

DFAC0.88%$88

VUG0.41%$41

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

VUG$41 − $3 = $38

KeptFee

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

Overlap: USCL, DFAC, VOO, VUG

Today

83.3%most shared, USCL and VOO

USCLDFACVOOVUG

USCL—60.8%83.3%60.7%

DFAC60.8%—67.4%35.8%

VOO83.3%67.4%—58.2%

VUG60.7%35.8%58.2%—

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

VUGWorst drop−15.1%19.1% 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$59.7B

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$853B

0–0level

End-of-day Nov 9, 2026