Compare · 3 funds side by side · dividends reinvested

USCL, IJH and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,565VUG · best of the three

02 / 04

USCL, IJH and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.6%+17.5%+16.9%+7.0%−8.8%15.8%$121B1.6

iShares Climate Conscious & Transition MSCI USA ETFUS Stock Styles · Large cap0.08%1.06%+7.9%+9.7%+20.3%[…]−10.3%14.0%$2.6B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.3

Rank among the three1st → 3rdFee, 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 · IJH 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

USCL

IJH

iShares Core S&P Mid-Cap ETF · $121B$14,049

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

USCLMeasureIJH

+7.9%Year to dateJan 1 → Nov 9+13.6%

+9.7%1 yearTotal return+17.5%

+20.3%3 years · per year$10,000 became $17,395 · $15,960+16.9%

[…]5 years · per year$10,000 became […] · $14,049+7.0%

0.08%Expense ratio$8 · $5 a year on $10k · lower is better0.05%

1.06%Trailing 12-mo yield$106 · $121 a year on $10k1.21%

−10.3%Worst dropSmaller is better−8.8%

14.0%VolatilityLower is calmer15.8%

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

2–5IJH 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 IJH: Top 5 Holdings

Today

USCL

33.2%in top 5

IJH

in top 53.5%

USCLStockIJH

9.7%AAPLnot top 5

8.3%NVDAnot top 5

7.2%MSFTnot top 5

4.8%AMZNnot top 5

3.2%GOOGLnot top 5

not top 5FTI0.7%

not top 5UTHR0.7%

not top 5ATI0.7%

not top 5USFD0.7%

not top 5THC0.7%

Held in common0.2%

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

USCL vs IJH Returns, Every Period

iSharesUSCL

+9.7%

past year

IJHiShares

+17.5%

past year

USCLIJHFaded: behind in that period

1–2IJH wins

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

USCL vs IJH

YTD

iSharesUSCL

+7.9%

IJHiShares

+13.6%

+7.9%Year to date+13.6%

−10.3%Worst drop · 1Y−8.8%

14.0%Volatility · 1Y15.8%

1.1%Yield1.2%

$2.6BAssets$121B

3–1IJH wins

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

Cost, Income and Risk

Fees: USCL, IJH, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJH0.05%$5

USCL0.08%$8

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

Yields: USCL, IJH, VUG

1.21%highest, IJH

FundTrailing yieldYield$10k

IJH1.21%$121

USCL1.06%$106

VUG0.41%$41

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

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

USCL$106 − $8 = $98

VUG$41 − $3 = $38

KeptFee

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

Overlap: USCL, IJH, VUG

Today

60.7%most shared, USCL and VUG

USCLIJHVUG

USCL—0.2%60.7%

IJH0.2%—0.0%

VUG60.7%0.0%—

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

Return vs Bumpiness: 3 ETFs

+17.5%IJH, at 15.8% volatility

USCLWorst drop−10.3%14.0% vol

IJHWorst drop−8.8%15.8% 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

IJHUSCL

+13.6%Year to date+7.9%

1.2%Yield1.1%

+17.5%Past year+9.7%

0.05%Fee0.08%

4–0IJH wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026