Compare · 3 funds side by side · dividends reinvested

USCL, DFAC and VTV

USCLiShares×DFACDimensional×VTVVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,626VTV · best of the three

02 / 04

USCL, DFAC and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.86%+19.0%+24.0%+21.3%+12.0%−6.4%10.7%$184B1.0

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%$85.7B2.3

iShares Climate Conscious & Transition MSCI USA ETFUS Stock Styles · Large cap0.08%1.09%+5.0%+5.7%+20.3%[…]−10.3%13.9%$2.6B2.7

Rank among the three1st → 3rdFee, 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 · VTV 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 VTV

YTD

iSharesUSCL

+5.0%

VTVVanguard

+19.0%

+5.0%Year to date+19.0%

−10.3%Worst drop · 1Y−6.4%

13.9%Volatility · 1Y10.7%

1.1%Yield1.9%

$2.6BAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: USCL, DFAC, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

USCL0.08%$8

DFAC0.21%$21

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

Yields: USCL, DFAC, VTV

1.86%highest, VTV

FundTrailing yieldYield$10k

VTV1.86%$186

USCL1.09%$109

DFAC0.90%$90

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

USCL$109 − $8 = $101

DFAC$90 − $21 = $69

KeptFee

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

Overlap: USCL, DFAC, VTV

Today

61.0%most shared, USCL and DFAC

USCLDFACVTV

USCL—61.0%37.3%

DFAC61.0%—37.7%

VTV37.3%37.7%—

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

Return vs Bumpiness: 3 ETFs

+24.0%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

DFACWorst drop−8.5%12.9% vol

USCLWorst drop−10.3%13.9% vol

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

Paid More vs Made More

YTD

VTVDFAC

+19.0%Year to date+11.2%

1.9%Yield0.9%

+24.0%Past year+14.3%

0.03%Fee0.21%

4–0VTV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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