Compare · 3 funds side by side · dividends reinvested

USCL, SCHB and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,705SCHB · best of the three

02 / 04

USCL, SCHB and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.5%+13.7%+21.8%+10.8%−8.9%14.0%$43.2B1.6

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%$121B1.8

iShares Climate Conscious & Transition MSCI USA ETFUS Stock Styles · Large cap0.08%1.06%+7.9%+9.7%+20.3%[…]−10.3%14.0%$2.6B2.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: USCL 2023 · SCHB 2009 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

USCL

SCHB

Schwab U.S. Broad Market ETF · $43.2B$16,705

$10,000 five years ago, dividends reinvested · they hold 77.8% in common

USCLMeasureSCHB

+7.9%Year to dateJan 1 → Nov 9+11.5%

+9.7%1 yearTotal return+13.7%

+20.3%3 years · per year$10,000 became $17,395 · $18,080+21.8%

[…]5 years · per year$10,000 became […] · $16,705+10.8%

0.08%Expense ratio$8 · $3 a year on $10k · lower is better0.03%

1.06%Trailing 12-mo yield$106 · $106 a year on $10k1.06%

−10.3%Worst dropSmaller is better−8.9%

14.0%VolatilityLower is calmer14.0%

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

0–5SCHB 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 SCHB: Top 5 Holdings

Today

USCL

33.2%in top 5

SCHB

in top 524.8%

USCLStockSCHB

9.7%AAPL7.0%

8.3%NVDA6.3%

7.2%MSFT5.5%

4.8%AMZN3.6%

3.2%GOOGL2.3%

Held in common77.8%

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

USCL vs SCHB Returns, Every Period

iSharesUSCL

+9.7%

past year

SCHBSchwab

+13.7%

past year

USCLSCHBFaded: behind in that period

0–3SCHB 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, SCHB, IJH

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

IJH0.05%$5

USCL0.08%$8

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

Yields: USCL, SCHB, IJH

1.21%highest, IJH

FundTrailing yieldYield$10k

IJH1.21%$121

USCL1.06%$106

SCHB1.06%$106

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

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

SCHB$106 − $3 = $103

USCL$106 − $8 = $98

KeptFee

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

Overlap: USCL, SCHB, IJH

Today

77.8%most shared, USCL and SCHB

USCLSCHBIJH

USCL—77.8%0.2%

SCHB77.8%—4.7%

IJH0.2%4.7%—

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

SCHBWorst drop−8.9%14.0% vol

USCLWorst drop−10.3%14.0% vol

IJHWorst drop−8.8%15.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IJHSCHB

+13.6%Year to date+11.5%

1.2%Yield1.1%

+17.5%Past year+13.7%

0.05%Fee0.03%

3–1IJH wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

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