Compare · 3 funds side by side · dividends reinvested

USCL, SCHB and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,626VTV · best of the three

02 / 04

USCL, SCHB and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.86%+19.0%+24.0%+21.3%+12.0%−6.4%10.7%$184B1.1

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.09%+8.4%+9.8%+21.9%+10.3%−8.9%13.8%$44.9B1.9

iShares Climate Conscious & Transition MSCI USA ETFUS Stock Styles · Large cap0.08%1.09%+5.0%+5.7%+20.3%[…]−10.3%13.9%$2.7B2.9

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

End-of-day Nov 5, 2026 · returns include dividends · since: USCL 2023 · SCHB 2009 · VTV 2004

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$16,348

$10,000 five years ago, dividends reinvested · they hold 77.9% in common

USCLMeasureSCHB

+5.0%Year to dateJan 1 → Nov 5+8.4%

+5.7%1 yearTotal return+9.8%

+20.3%3 years · per year$10,000 became $17,426 · $18,100+21.9%

[…]5 years · per year$10,000 became […] · $16,348+10.3%

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

1.09%Trailing 12-mo yield$109 · $109 a year on $10k1.09%

−10.3%Worst dropSmaller is better−8.9%

13.9%VolatilityLower is calmer13.8%

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

0–6SCHB wins

End-of-day Nov 5, 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

33.1%in top 5

SCHB

in top 524.8%

USCLStockSCHB

9.5%AAPL6.9%

8.5%NVDA6.5%

7.2%MSFT5.6%

4.8%AMZN3.5%

3.1%GOOGL2.3%

Held in common77.9%

End-of-day Nov 5, 2026 · share of each fund

USCL vs SCHB Returns, Every Period

iSharesUSCL

+5.7%

past year

SCHBSchwab

+9.8%

past year

USCLSCHBFaded: behind in that period

0–3SCHB wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

USCL vs VTV

YTD

iSharesUSCL

+5.0%

VTVVanguard

+19.0%

+5.0%Year to date+19.0%

−10.3%Worst drop · 1Y−6.4%

13.9%Volatility · 1Y10.7%

1.1%Yield1.9%

$2.7BAssets$184B

4–0VTV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: USCL, SCHB, VTV

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

VTV0.03%$3

USCL0.08%$8

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: USCL, SCHB, VTV

1.86%highest, VTV

FundTrailing yieldYield$10k

VTV1.86%$186

USCL1.09%$109

SCHB1.09%$109

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

SCHB$109 − $3 = $106

USCL$109 − $8 = $101

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: USCL, SCHB, VTV

Today

77.9%most shared, USCL and SCHB

USCLSCHBVTV

USCL—77.9%37.3%

SCHB77.9%—39.1%

VTV37.3%39.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+24.0%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

SCHBWorst drop−8.9%13.8% vol

USCLWorst drop−10.3%13.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VTVSCHB

+19.0%Year to date+8.4%

1.9%Yield1.1%

+24.0%Past year+9.8%

0.03%Fee0.03%

3–0VTV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$97.0B

0–0level

End-of-day Nov 5, 2026

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026