Compare · 3 funds side by side · dividends reinvested

USCL, DIA and VTV

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, DIA 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

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.40%+8.2%+10.8%+17.7%+9.4%−9.8%13.4%$44.9B2.3

iShares Climate Conscious & Transition MSCI USA ETFUS Stock Styles · Large cap0.08%1.09%+5.0%+5.7%+20.3%[…]−10.3%13.9%$2.7B2.7

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 · DIA 1998 · VTV 2004

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$15,693

$10,000 five years ago, dividends reinvested · they hold 31.3% in common

USCLMeasureDIA

+5.0%Year to dateJan 1 → Nov 5+8.2%

+5.7%1 yearTotal return+10.8%

+20.3%3 years · per year$10,000 became $17,426 · $16,322+17.7%

[…]5 years · per year$10,000 became […] · $15,693+9.4%

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

1.09%Trailing 12-mo yield$109 · $140 a year on $10k1.40%

−10.3%Worst dropSmaller is better−9.8%

13.9%VolatilityLower is calmer13.4%

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

2–5DIA 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 DIA: Top 5 Holdings

Today

USCL

33.1%in top 5

DIA

in top 533.3%

USCLStockDIA

not top 5GS10.3%

9.5%AAPLnot top 5

8.5%NVDAnot top 5

7.2%MSFT6.2%

not top 5CAT6.6%

not top 5AMGN5.3%

not top 5V4.9%

4.8%AMZNnot top 5

3.1%GOOGLnot top 5

Held in common31.3%

End-of-day Nov 5, 2026 · share of each fund

USCL vs DIA Returns, Every Period

iSharesUSCL

+5.7%

past year

DIASPDR

+10.8%

past year

USCLDIAFaded: behind in that period

1–2DIA 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%

$2.7BAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: USCL, DIA, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

USCL0.08%$8

DIA0.16%$16

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

Yields: USCL, DIA, VTV

1.86%highest, VTV

FundTrailing yieldYield$10k

VTV1.86%$186

DIA1.40%$140

USCL1.09%$109

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

DIA$140 − $16 = $124

USCL$109 − $8 = $101

KeptFee

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

Overlap: USCL, DIA, VTV

Today

37.3%most shared, USCL and VTV

USCLDIAVTV

USCL—31.3%37.3%

DIA31.3%—23.4%

VTV37.3%23.4%—

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

DIAWorst drop−9.8%13.4% 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

VTVDIA

+19.0%Year to date+8.2%

1.9%Yield1.4%

+24.0%Past year+10.8%

0.03%Fee0.16%

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$15.9B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026