Compare · 2 funds side by side · dividends reinvested

USCL and SCHB

USCLiShares×SCHBSchwab×

Versus in desk

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

02 / 04

USCL and SCHB, 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%$43.2B1.1

iShares Climate Conscious & Transition MSCI USA ETFUS Stock Styles · Large cap0.08%1.06%+7.9%+9.7%+20.3%[…]−10.3%14.0%$2.6B1.9

Rank among the two1st → 2ndFee, 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

Head to Head

Swap sides Versus in desk

Head to Head

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

SCHB

USCL

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

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

SCHBMeasureUSCL

+11.5%Year to dateJan 1 → Nov 9+7.9%

+13.7%1 yearTotal return+9.7%

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

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

0.03%Expense ratio$3 · $8 a year on $10k · lower is better0.08%

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

−8.9%Worst dropSmaller is better−10.3%

14.0%VolatilityLower is calmer14.0%

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

5–0SCHB wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHB vs USCL: Top 5 Holdings

Today

SCHB

24.8%in top 5

USCL

in top 533.2%

SCHBStockUSCL

7.0%AAPL9.7%

6.3%NVDA8.3%

5.5%MSFT7.2%

3.6%AMZN4.8%

2.3%GOOGL3.2%

Held in common77.8%

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

SCHB vs USCL Returns, Every Period

SchwabSCHB

+13.7%

past year

USCLiShares

+9.7%

past year

SCHBUSCLFaded: behind in that period

3–0SCHB wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

SCHB vs USCL

YTD

SchwabSCHB

+11.5%

USCLiShares

+7.9%

+11.5%Year to date+7.9%

−8.9%Worst drop · 1Y−10.3%

14.0%Volatility · 1Y14.0%

1.1%Yield1.1%

$43.2BAssets$2.6B

2–0SCHB wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: USCL, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

USCL0.08%$8

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

Yields: USCL, SCHB

1.06%highest, USCL

FundTrailing yieldYield$10k

USCL1.06%$106

SCHB1.06%$106

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

Income After Fees on $10,000

$103most kept, SCHB

SCHB$106 − $3 = $103

USCL$106 − $8 = $98

KeptFee

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

Overlap: USCL, SCHB

Today

77.8%most shared, USCL and SCHB

USCLSCHB

USCL—77.8%

SCHB77.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.7%SCHB, at 14.0% volatility

SCHBWorst drop−8.9%14.0% vol

USCLWorst drop−10.3%14.0% vol

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

Paid More vs Made More

YTD

USCLSCHB

+7.9%Year to date+11.5%

1.1%Yield1.1%

+9.7%Past year+13.7%

0.08%Fee0.03%

3–0SCHB wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

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