Compare · 3 funds side by side · dividends reinvested

USCL, IWB and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,585VTV · best of the three

02 / 04

USCL, IWB and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.1

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.95%+8.5%+9.6%+21.6%+10.6%−8.9%13.6%$46.6B2.1

iShares Climate Conscious & Transition MSCI USA ETFUS Stock Styles · Large cap0.08%1.09%+5.5%+5.7%+20.2%[…]−10.3%13.9%$2.6B2.7

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

End-of-day Nov 6, 2026 · returns include dividends · since: USCL 2023 · IWB 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

USCL

IWB

iShares Russell 1000 ETF · $46.6B$16,575

$10,000 five years ago, dividends reinvested · they hold 80.2% in common

USCLMeasureIWB

+5.5%Year to dateJan 1 → Nov 6+8.5%

+5.7%1 yearTotal return+9.6%

+20.2%3 years · per year$10,000 became $17,348 · $17,966+21.6%

[…]5 years · per year$10,000 became […] · $16,575+10.6%

0.08%Expense ratio$8 · $15 a year on $10k · lower is better0.15%

1.09%Trailing 12-mo yield$109 · $95 a year on $10k0.95%

−10.3%Worst dropSmaller is better−8.9%

13.9%VolatilityLower is calmer13.6%

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

2–5IWB 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 IWB: Top 5 Holdings

Today

USCL

33.2%in top 5

IWB

in top 525.6%

USCLStockIWB

9.8%AAPL7.1%

8.1%NVDA6.6%

7.3%MSFT5.8%

4.9%AMZN3.6%

3.2%GOOGL2.4%

Held in common80.2%

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

USCL vs IWB Returns, Every Period

iSharesUSCL

+5.7%

past year

IWBiShares

+9.6%

past year

USCLIWBFaded: behind in that period

0–3IWB wins

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

USCL vs VTV

YTD

iSharesUSCL

+5.5%

VTVVanguard

+18.5%

+5.5%Year to date+18.5%

−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 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: USCL, IWB, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

USCL0.08%$8

IWB0.15%$15

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

Yields: USCL, IWB, VTV

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

USCL1.09%$109

IWB0.95%$95

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

USCL$109 − $8 = $101

IWB$95 − $15 = $80

KeptFee

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

Overlap: USCL, IWB, VTV

Today

80.2%most shared, USCL and IWB

USCLIWBVTV

USCL—80.2%37.9%

IWB80.2%—40.8%

VTV37.9%40.8%—

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

Return vs Bumpiness: 3 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

IWBWorst drop−8.9%13.6% vol

USCLWorst drop−10.3%13.9% vol

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

Paid More vs Made More

YTD

VTVIWB

+18.5%Year to date+8.5%

1.9%Yield0.9%

+22.9%Past year+9.6%

0.03%Fee0.15%

4–0VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026