Compare · 3 funds side by side · dividends reinvested

USCL, SCHB and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,270SCHB · best of the three

02 / 04

USCL, SCHB and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.04%+13.3%+13.3%+24.0%+11.5%−8.9%13.1%$44.9B1.1

iShares Climate Conscious & Transition MSCI USA ETFUS Stock Styles · Large cap0.08%1.05%+9.8%+9.0%+22.4%[…]−10.3%13.3%$2.7B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B2.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: USCL 2023 · SCHB 2009 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Climate Conscious & Transition MSCI USA ETF · $2.7B[…]

USCL

SCHB

Schwab U.S. Broad Market ETF · $44.9B$17,270

$10,000 five years ago, dividends reinvested · they hold 77.7% in common

USCLMeasureSCHB

+9.8%Year to dateJan 1 → Nov 4+13.3%

+9.0%1 yearTotal return+13.3%

+22.4%3 years · per year$10,000 became $18,345 · $19,056+24.0%

[…]5 years · per year$10,000 became […] · $17,270+11.5%

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

1.05%Trailing 12-mo yield$105 · $104 a year on $10k1.04%

−10.3%Worst dropSmaller is better−8.9%

13.3%VolatilityLower is calmer13.1%

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

1–6SCHB wins

End-of-day Nov 4, 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

32.7%in top 5

SCHB

in top 524.4%

USCLStockSCHB

9.2%AAPL6.6%

8.9%NVDA6.8%

6.9%MSFT5.3%

4.6%AMZN3.4%

3.1%GOOGL2.2%

Held in common77.7%

End-of-day Nov 4, 2026 · share of each fund

USCL vs SCHB Returns, Every Period

iSharesUSCL

+9.0%

past year

SCHBSchwab

+13.3%

past year

USCLSCHBFaded: behind in that period

0–3SCHB wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

USCL vs SCHB

YTD

iSharesUSCL

+9.8%

SCHBSchwab

+13.3%

+9.8%Year to date+13.3%

−10.3%Worst drop · 1Y−8.9%

13.3%Volatility · 1Y13.1%

1.0%Yield1.0%

$2.7BAssets$44.9B

3–0SCHB wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: USCL, SCHB, IWF

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

USCL0.08%$8

IWF0.18%$18

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: USCL, SCHB, IWF

1.05%highest, USCL

FundTrailing yieldYield$10k

USCL1.05%$105

SCHB1.04%$104

IWF0.37%$37

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

USCL$105 − $8 = $97

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: USCL, SCHB, IWF

Today

77.7%most shared, USCL and SCHB

USCLSCHBIWF

USCL—77.7%59.1%

SCHB77.7%—53.5%

IWF59.1%53.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.3%SCHB, at 13.1% volatility

SCHBWorst drop−8.9%13.1% vol

USCLWorst drop−10.3%13.3% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

USCLSCHB

+9.8%Year to date+13.3%

1.0%Yield1.0%

+9.0%Past year+13.3%

0.08%Fee0.03%

3–0SCHB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI wins

End-of-day Nov 4, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026