Compare · 3 funds side by side · dividends reinvested

USCL, SCHD and VO

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,429SCHD · best of the three

Story of the three · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the three · RiskSmallest drop

USCL, SCHD and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B1.1

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+14.0%+13.7%+18.4%+6.7%−8.2%13.2%$103B2.0

iShares Climate Conscious & Transition MSCI USA ETFUS Stock Styles · Large cap0.08%1.06%+8.3%+8.0%+19.8%[…]−10.3%14.0%$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 12, 2026 · returns include dividends · since: USCL 2023 · SCHD 2011 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

USCL

VO

Vanguard Morningstar Mid-Cap ETF · $103B$13,809

$10,000 five years ago, dividends reinvested · they hold 13.3% in common

USCLMeasure

More Ways to See the Pairs

USCL vs VO: Top 5 Holdings

Today

USCL

32.1%in top 5

VO

in top 55.3%

USCLStockVO

9.8%AAPLnot top 5

7.5%NVDAnot top 5

6.9%MSFTnot top 5

4.8%AMZNnot top 5

3.2%GOOGLnot top 5

Cost, Income and Risk

Fees: USCL, SCHD, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

SCHD0.06%$6

USCL0.08%$8

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: USCL, SCHD, VO

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

VO

+8.3%Year to dateJan 1 → Nov 12+14.0%

+8.0%1 yearTotal return+13.7%

+19.8%3 years · per year$10,000 became $17,189 · $16,605+18.4%

[…]5 years · per year$10,000 became […] · $13,809+6.7%

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

1.06%Trailing 12-mo yield$106 · $135 a year on $10k1.35%

−10.3%Worst dropSmaller is better−8.2%

14.0%VolatilityLower is calmer13.2%

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

1–6VO wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common13.3%

End-of-day Nov 12, 2026 · share of each fund

USCL vs VO Returns, Every Period

1Y

iSharesUSCL

+8.0%

past year

VOVanguard

+13.7%

past year

USCLVOFaded: behind in that period

1–2VO wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Stocks vs Income: USCL vs SCHD

YTD

iSharesUSCL

+8.3%

SCHDSchwab

+34.2%

+8.3%Year to date+34.2%

−10.3%Worst drop · 1Y−6.9%

14.0%Volatility · 1Y11.7%

1.1%Yield2.9%

$2.7BAssets$123B

4–0SCHD wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

VO1.35%$135

USCL1.06%$106

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

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

VO$135 − $3 = $132

USCL$106 − $8 = $98

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: USCL, SCHD, VO

Today

13.3%most shared, USCL and VO

USCLSCHDVO

USCL—7.9%13.3%

SCHD7.9%—6.9%

VO13.3%6.9%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

VOWorst drop−8.2%13.2% vol

USCLWorst drop−10.3%14.0% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVO

+34.2%Year to date+14.0%

2.9%Yield1.3%

+36.8%Past year+13.7%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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USCL, SCHD and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three