Compare · 3 funds side by side · dividends reinvested

USCL, VO and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,330IWF · best of the three

02 / 04

USCL, VO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B1.4

iShares Climate Conscious & Transition MSCI USA ETFUS Stock Styles · Large cap0.08%1.09%+5.0%+5.7%+20.3%[…]−10.3%13.9%$2.7B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.6

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 · VO 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

USCL

Vanguard Morningstar Mid-Cap ETF · $103B$13,616

$10,000 five years ago, dividends reinvested · they hold 13.1% in common

USCLMeasureVO

+5.0%Year to dateJan 1 → Nov 5+10.7%

+5.7%1 yearTotal return+12.4%

+20.3%3 years · per year$10,000 became $17,426 · $16,795+18.9%

[…]5 years · per year$10,000 became […] · $13,616+6.4%

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

1.09%Trailing 12-mo yield$109 · $139 a year on $10k1.39%

−10.3%Worst dropSmaller is better−8.2%

13.9%VolatilityLower is calmer12.9%

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

1–6VO 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 VO: Top 5 Holdings

Today

USCL

33.1%in top 5

in top 55.3%

USCLStockVO

9.5%AAPLnot top 5

8.5%NVDAnot top 5

7.2%MSFTnot top 5

4.8%AMZNnot top 5

3.1%GOOGLnot top 5

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common13.1%

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

USCL vs VO Returns, Every Period

iSharesUSCL

+5.7%

past year

VOVanguard

+12.4%

past year

USCLVOFaded: behind in that period

1–2VO wins

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

USCL vs VO

YTD

iSharesUSCL

+5.0%

VOVanguard

+10.7%

+5.0%Year to date+10.7%

−10.3%Worst drop · 1Y−8.2%

13.9%Volatility · 1Y12.9%

1.1%Yield1.4%

$2.7BAssets$103B

4–0VO wins

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

Cost, Income and Risk

Fees: USCL, VO, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

USCL0.08%$8

IWF0.18%$18

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

Yields: USCL, VO, IWF

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

USCL1.09%$109

IWF0.39%$39

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

USCL$109 − $8 = $101

IWF$39 − $18 = $21

KeptFee

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

Overlap: USCL, VO, IWF

Today

59.1%most shared, USCL and IWF

USCLVOIWF

USCL—13.1%59.1%

VO13.1%—9.2%

IWF59.1%9.2%—

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

Return vs Bumpiness: 3 ETFs

+12.4%VO, at 12.9% volatility

VOWorst drop−8.2%12.9% vol

USCLWorst drop−10.3%13.9% vol

IWFWorst drop−14.6%19.3% vol

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

Paid More vs Made More

YTD

VOUSCL

+10.7%Year to date+5.0%

1.4%Yield1.1%

+12.4%Past year+5.7%

0.03%Fee0.08%

4–0VO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

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

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