Compare · 3 funds side by side · dividends reinvested

USCL, SCHD and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,153VUG · best of the three

02 / 04

USCL, SCHD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.5

iShares Climate Conscious & Transition MSCI USA ETFUS Stock Styles · Large cap0.08%1.05%+9.8%+9.0%+22.4%[…]−10.3%13.3%$2.7B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.3

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 · SCHD 2011 · VUG 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$16,881

$10,000 five years ago, dividends reinvested · they hold 7.8% in common

USCLMeasureSCHD

+9.8%Year to dateJan 1 → Nov 4+35.3%

+9.0%1 yearTotal return+41.6%

+22.4%3 years · per year$10,000 became $18,345 · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

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

1.05%Trailing 12-mo yield$105 · $291 a year on $10k2.91%

−10.3%Worst dropSmaller is better−6.9%

13.3%VolatilityLower is calmer11.5%

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

1–6SCHD 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 SCHD: Top 5 Holdings

Today

USCL

32.7%in top 5

SCHD

in top 521.6%

USCLStockSCHD

9.2%AAPLnot top 5

8.9%NVDAnot top 5

6.9%MSFTnot top 5

not top 5TXN4.8%

4.6%AMZNnot top 5

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

3.1%GOOGLnot top 5

Held in common7.8%

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

USCL vs SCHD Returns, Every Period

iSharesUSCL

+9.0%

past year

SCHDSchwab

+41.6%

past year

USCLSCHDFaded: behind in that period

1–2SCHD wins

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

Stocks vs Income: USCL vs SCHD

YTD

iSharesUSCL

+9.8%

SCHDSchwab

+35.3%

+9.8%Year to date+35.3%

−10.3%Worst drop · 1Y−6.9%

13.3%Volatility · 1Y11.5%

1.0%Yield2.9%

$2.7BAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: USCL, SCHD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

USCL0.08%$8

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

Yields: USCL, SCHD, VUG

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

USCL1.05%$105

VUG0.40%$40

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

USCL$105 − $8 = $97

VUG$40 − $3 = $37

KeptFee

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

Overlap: USCL, SCHD, VUG

Today

61.3%most shared, USCL and VUG

USCLSCHDVUG

USCL—7.8%61.3%

SCHD7.8%—0.8%

VUG61.3%0.8%—

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

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

USCLWorst drop−10.3%13.3% vol

VUGWorst drop−16.1%18.2% vol

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

Paid More vs Made More

YTD

SCHDUSCL

+35.3%Year to date+9.8%

2.9%Yield1.0%

+41.6%Past year+9.0%

0.06%Fee0.08%

4–0SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026