Compare · 3 funds side by side · dividends reinvested

USCL, DIA and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,559IWF · best of the three

02 / 04

USCL, DIA and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.35%+12.2%+14.2%+19.3%+10.4%−9.8%12.9%$44.9B1.5

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%$121B2.6

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 · DIA 1998 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

USCL

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B$16,375

$10,000 five years ago, dividends reinvested · they hold 30.9% in common

USCLMeasureDIA

+9.8%Year to dateJan 1 → Nov 4+12.2%

+9.0%1 yearTotal return+14.2%

+22.4%3 years · per year$10,000 became $18,345 · $16,984+19.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

0.08%Expense ratio$8 · $16 a year on $10k · lower is better0.16%

1.05%Trailing 12-mo yield$105 · $135 a year on $10k1.35%

−10.3%Worst dropSmaller is better−9.8%

13.3%VolatilityLower is calmer12.9%

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

2–5DIA 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 DIA: Top 5 Holdings

Today

USCL

32.7%in top 5

DIA

in top 533.5%

USCLStockDIA

not top 5GS10.3%

9.2%AAPLnot top 5

8.9%NVDAnot top 5

not top 5CAT7.2%

6.9%MSFT6.0%

not top 5AMGN5.3%

not top 5V4.8%

4.6%AMZNnot top 5

3.1%GOOGLnot top 5

Held in common30.9%

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

USCL vs DIA Returns, Every Period

iSharesUSCL

+9.0%

past year

DIASPDR

+14.2%

past year

USCLDIAFaded: behind in that period

1–2DIA wins

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

USCL vs DIA

YTD

iSharesUSCL

+9.8%

DIASPDR

+12.2%

+9.8%Year to date+12.2%

−10.3%Worst drop · 1Y−9.8%

13.3%Volatility · 1Y12.9%

1.0%Yield1.3%

$2.7BAssets$44.9B

4–0DIA wins

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

Cost, Income and Risk

Fees: USCL, DIA, IWF

Today

0.08%lowest, USCL

FundExpense ratioFee$10k

USCL0.08%$8

DIA0.16%$16

IWF0.18%$18

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

Yields: USCL, DIA, IWF

1.35%highest, DIA

FundTrailing yieldYield$10k

DIA1.35%$135

USCL1.05%$105

IWF0.37%$37

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

Income After Fees on $10,000

$119most kept, DIA

DIA$135 − $16 = $119

USCL$105 − $8 = $97

IWF$37 − $18 = $19

KeptFee

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

Overlap: USCL, DIA, IWF

Today

59.1%most shared, USCL and IWF

USCLDIAIWF

USCL—30.9%59.1%

DIA30.9%—21.3%

IWF59.1%21.3%—

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

Return vs Bumpiness: 3 ETFs

+14.2%DIA, at 12.9% volatility

DIAWorst drop−9.8%12.9% 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

DIAUSCL

+12.2%Year to date+9.8%

1.3%Yield1.0%

+14.2%Past year+9.0%

0.16%Fee0.08%

3–1DIA wins

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