Compare · 3 funds side by side · dividends reinvested

USCL, IJR and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,441IWF · best of the three

02 / 04

USCL, IJR and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$104B1.5

iShares Climate Conscious & Transition MSCI USA ETFUS Stock Styles · Large cap0.08%1.09%+5.5%+5.7%+20.2%[…]−10.3%13.9%$2.6B1.7

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: USCL 2023 · IJR 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

USCL

IJR

iShares Core S&P Small-Cap ETF · $104B$13,170

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

USCLMeasureIJR

+5.5%Year to dateJan 1 → Nov 6+15.5%

+5.7%1 yearTotal return+17.6%

+20.2%3 years · per year$10,000 became $17,348 · $16,147+17.3%

[…]5 years · per year$10,000 became […] · $13,170+5.7%

0.08%Expense ratio$8 · $6 a year on $10k · lower is better0.06%

1.09%Trailing 12-mo yield$109 · $124 a year on $10k1.24%

−10.3%Worst dropSmaller is better−9.7%

13.9%VolatilityLower is calmer16.2%

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

2–5IJR wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

USCL vs IJR: Top 5 Holdings

Today

USCL

33.2%in top 5

IJR

in top 52.6%

USCLStockIJR

9.8%AAPLnot top 5

8.1%NVDAnot top 5

7.3%MSFTnot top 5

4.9%AMZNnot top 5

3.2%GOOGLnot top 5

not top 5PAYC0.6%

not top 5LTH0.5%

not top 5MTCH0.5%

not top 5RHP0.5%

not top 5PTGX0.5%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

USCL vs IJR Returns, Every Period

iSharesUSCL

+5.7%

past year

IJRiShares

+17.6%

past year

USCLIJRFaded: behind in that period

1–2IJR wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

USCL vs IJR

YTD

iSharesUSCL

+5.5%

IJRiShares

+15.5%

+5.5%Year to date+15.5%

−10.3%Worst drop · 1Y−9.7%

13.9%Volatility · 1Y16.2%

1.1%Yield1.2%

$2.6BAssets$104B

3–1IJR wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: USCL, IJR, IWF

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

USCL0.08%$8

IWF0.18%$18

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: USCL, IJR, IWF

1.24%highest, IJR

FundTrailing yieldYield$10k

IJR1.24%$124

USCL1.09%$109

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

USCL$109 − $8 = $101

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: USCL, IJR, IWF

Today

58.7%most shared, USCL and IWF

USCLIJRIWF

USCL—0.0%58.7%

IJR0.0%—0.1%

IWF58.7%0.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.6%IJR, at 16.2% volatility

USCLWorst drop−10.3%13.9% vol

IJRWorst drop−9.7%16.2% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IJRUSCL

+15.5%Year to date+5.5%

1.2%Yield1.1%

+17.6%Past year+5.7%

0.06%Fee0.08%

4–0IJR wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026