Compare · 3 funds side by side · dividends reinvested

USCL, VTV and VUG

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, VTV and VUG, 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%$184B1.1

iShares Climate Conscious & Transition MSCI USA ETFUS Stock Styles · Large cap0.08%1.09%+5.5%+5.7%+20.2%[…]−10.3%13.9%$2.6B2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.4

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 · VTV 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

USCL

VTV

Vanguard Morningstar Value ETF · $184B$17,585

$10,000 five years ago, dividends reinvested · they hold 37.9% in common

USCLMeasureVTV

+5.5%Year to dateJan 1 → Nov 6+18.5%

+5.7%1 yearTotal return+22.9%

+20.2%3 years · per year$10,000 became $17,348 · $17,687+20.9%

[…]5 years · per year$10,000 became […] · $17,585+12.0%

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

1.09%Trailing 12-mo yield$109 · $187 a year on $10k1.87%

−10.3%Worst dropSmaller is better−6.4%

13.9%VolatilityLower is calmer10.7%

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

0–7VTV 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 VTV: Top 5 Holdings

Today

USCL

33.2%in top 5

VTV

in top 515.8%

USCLStockVTV

9.8%AAPLnot top 5

8.1%NVDAnot top 5

7.3%MSFTnot top 5

4.9%AMZNnot top 5

not top 5MU4.6%

not top 5JPM3.3%

3.2%GOOGLnot top 5

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

Held in common37.9%

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

USCL vs VTV Returns, Every Period

iSharesUSCL

+5.7%

past year

VTVVanguard

+22.9%

past year

USCLVTVFaded: behind in that period

0–3VTV 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, VTV, VUG

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VUG0.03%$3

USCL0.08%$8

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

Yields: USCL, VTV, VUG

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

USCL1.09%$109

VUG0.42%$42

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

USCL$109 − $8 = $101

VUG$42 − $3 = $39

KeptFee

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

Overlap: USCL, VTV, VUG

Today

60.4%most shared, USCL and VUG

USCLVTVVUG

USCL—37.9%60.4%

VTV37.9%—1.9%

VUG60.4%1.9%—

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

USCLWorst drop−10.3%13.9% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

VTVUSCL

+18.5%Year to date+5.5%

1.9%Yield1.1%

+22.9%Past year+5.7%

0.03%Fee0.08%

4–0VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

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