Compare · 3 funds side by side · dividends reinvested

USCL, SCHD 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, SCHD 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%$184B1.4

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.8

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 · SCHD 2011 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

USCL

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 7.9% in common

USCLMeasureSCHD

+5.0%Year to dateJan 1 → Nov 5+32.3%

+5.7%1 yearTotal return+38.7%

+20.3%3 years · per year$10,000 became $17,426 · $17,414+20.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

0.08%Expense ratio$8 · $6 a year on $10k · lower is better0.06%

1.09%Trailing 12-mo yield$109 · $298 a year on $10k2.98%

−10.3%Worst dropSmaller is better−6.9%

13.9%VolatilityLower is calmer11.7%

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

0–6SCHD 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 SCHD: Top 5 Holdings

Today

USCL

33.1%in top 5

SCHD

in top 521.7%

USCLStockSCHD

9.5%AAPLnot top 5

8.5%NVDAnot top 5

7.2%MSFTnot top 5

4.8%AMZNnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

3.1%GOOGLnot top 5

Held in common7.9%

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

USCL vs SCHD Returns, Every Period

iSharesUSCL

+5.7%

past year

SCHDSchwab

+38.7%

past year

USCLSCHDFaded: behind in that period

0–2SCHD wins

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

Stocks vs Income: USCL vs SCHD

YTD

iSharesUSCL

+5.0%

SCHDSchwab

+32.3%

+5.0%Year to date+32.3%

−10.3%Worst drop · 1Y−6.9%

13.9%Volatility · 1Y11.7%

1.1%Yield3.0%

$2.7BAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: USCL, SCHD, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

SCHD0.06%$6

USCL0.08%$8

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

Yields: USCL, SCHD, VTV

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

VTV1.86%$186

USCL1.09%$109

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VTV$186 − $3 = $183

USCL$109 − $8 = $101

KeptFee

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

Overlap: USCL, SCHD, VTV

Today

37.3%most shared, USCL and VTV

USCLSCHDVTV

USCL—7.9%37.3%

SCHD7.9%—17.9%

VTV37.3%17.9%—

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

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

VTVWorst drop−6.4%10.7% vol

SCHDWorst drop−6.9%11.7% 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

SCHDVTV

+32.3%Year to date+19.0%

3.0%Yield1.9%

+38.7%Past year+24.0%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026