Compare · 3 funds side by side · dividends reinvested

USCL, VO and VTV

USCLiShares×VOVanguard×VTVVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,585VTV · best of the three

02 / 04

USCL, VO and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.0

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B2.0

iShares Climate Conscious & Transition MSCI USA ETFUS Stock Styles · Large cap0.08%1.09%+5.5%+5.7%+20.2%[…]−10.3%13.9%$2.6B2.9

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: USCL 2023 · VO 2004 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Climate Conscious & Transition MSCI USA ETF · $2.6B[…]

USCL

Vanguard Morningstar Mid-Cap ETF · $103B$13,590

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

USCLMeasureVO

+5.5%Year to dateJan 1 → Nov 6+10.6%

+5.7%1 yearTotal return+11.6%

+20.2%3 years · per year$10,000 became $17,348 · $16,701+18.6%

[…]5 years · per year$10,000 became […] · $13,590+6.3%

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 6, 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

33.2%in top 5

in top 55.3%

USCLStockVO

9.8%AAPLnot top 5

8.1%NVDAnot top 5

7.3%MSFTnot top 5

4.9%AMZNnot top 5

3.2%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 common13.3%

End-of-day Nov 6, 2026 · share of each fund

USCL vs VO Returns, Every Period

iSharesUSCL

+5.7%

past year

VOVanguard

+11.6%

past year

USCLVOFaded: behind in that period

1–2VO wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

USCL vs VTV

YTD

iSharesUSCL

+5.5%

VTVVanguard

+18.5%

+5.5%Year to date+18.5%

−10.3%Worst drop · 1Y−6.4%

13.9%Volatility · 1Y10.7%

1.1%Yield1.9%

$2.6BAssets$184B

4–0VTV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: USCL, VO, VTV

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VTV0.03%$3

USCL0.08%$8

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: USCL, VO, VTV

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

VO1.39%$139

USCL1.09%$109

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

VO$139 − $3 = $136

USCL$109 − $8 = $101

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: USCL, VO, VTV

Today

37.9%most shared, USCL and VTV

USCLVOVTV

USCL—13.3%37.9%

VO13.3%—28.5%

VTV37.9%28.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

VOWorst drop−8.2%12.9% vol

USCLWorst drop−10.3%13.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VTVVO

+18.5%Year to date+10.6%

1.9%Yield1.4%

+22.9%Past year+11.6%

0.03%Fee0.03%

3–0VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026