Compare · 3 funds side by side · dividends reinvested

USCL, SPYM and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,164SPYM · best of the three

02 / 04

USCL, SPYM and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.4

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.8

iShares Climate Conscious & Transition MSCI USA ETFUS Stock Styles · Large cap0.08%1.05%+9.8%+9.0%+22.4%[…]−10.3%13.3%$2.7B2.9

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 · SPYM 2005 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

USCL

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

$10,000 five years ago, dividends reinvested · they hold 84.6% in common

USCLMeasureSPYM

+9.8%Year to dateJan 1 → Nov 5+13.4%

+9.0%1 yearTotal return+13.5%

+22.4%3 years · per year$10,000 became $18,345 · $19,186+24.3%

[…]5 years · per year$10,000 became […] · $18,126+12.6%

0.08%Expense ratio$8 · $2 a year on $10k · lower is better0.02%

1.05%Trailing 12-mo yield$105 · $101 a year on $10k1.01%

−10.3%Worst dropSmaller is better−8.9%

13.3%VolatilityLower is calmer12.8%

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

1–6SPYM 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 SPYM: Top 5 Holdings

Today

USCL

33.1%in top 5

SPYM

in top 527.7%

USCLStockSPYM

9.5%AAPL7.7%

8.5%NVDA7.3%

7.2%MSFT6.2%

4.8%AMZN3.9%

3.1%GOOGL2.6%

Held in common84.6%

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

USCL vs SPYM Returns, Every Period

iSharesUSCL

+9.0%

past year

SPYMSPDR

+13.5%

past year

USCLSPYMFaded: behind in that period

0–3SPYM wins

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

Stocks vs Core: USCL vs VOO

YTD

iSharesUSCL

+9.8%

VOOVanguard

+13.4%

+9.8%Year to date+13.4%

−10.3%Worst drop · 1Y−8.9%

13.3%Volatility · 1Y12.8%

1.0%Yield1.1%

$2.7BAssets$1.00T

4–0VOO wins

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

Cost, Income and Risk

Fees: USCL, SPYM, VOO

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VOO0.03%$3

USCL0.08%$8

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

Yields: USCL, SPYM, VOO

1.05%highest, VOO

FundTrailing yieldYield$10k

VOO1.05%$105

USCL1.05%$105

SPYM1.01%$101

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

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

SPYM$101 − $2 = $99

USCL$105 − $8 = $97

KeptFee

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

Overlap: USCL, SPYM, VOO

Today

93.5%most shared, SPYM and VOO

USCLSPYMVOO

USCL—84.6%83.7%

SPYM84.6%—93.5%

VOO83.7%93.5%—

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

Return vs Bumpiness: 3 ETFs

+13.5%SPYM, at 12.8% volatility

VOOWorst drop−8.9%12.8% vol

SPYMWorst drop−8.9%12.8% vol

USCLWorst drop−10.3%13.3% vol

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

Paid More vs Made More

YTD

VOOSPYM

+13.4%Year to date+13.4%

1.1%Yield1.0%

+13.5%Past year+13.5%

0.03%Fee0.02%

1–1level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

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 5, 2026