Compare · 3 funds side by side · dividends reinvested

USCL, VUG and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,565VUG · best of the three

02 / 04

USCL, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Climate Conscious & Transition MSCI USA ETFUS Stock Styles · Large cap0.08%1.06%+7.9%+9.7%+20.3%[…]−10.3%14.0%$2.6B1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.8

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

End-of-day Nov 9, 2026 · returns include dividends · since: USCL 2023 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

USCL

VUG

Vanguard Morningstar Growth ETF · $233B$16,565

$10,000 five years ago, dividends reinvested · they hold 60.4% in common

USCLMeasureVUG

+7.9%Year to dateJan 1 → Nov 9+4.2%

+9.7%1 yearTotal return+4.7%

+20.3%3 years · per year$10,000 became $17,395 · $18,569+22.9%

[…]5 years · per year$10,000 became […] · $16,565+10.6%

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

1.06%Trailing 12-mo yield$106 · $41 a year on $10k0.41%

−10.3%Worst dropSmaller is better−15.1%

14.0%VolatilityLower is calmer19.1%

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

5–2USCL wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

USCL vs VUG: Top 5 Holdings

Today

USCL

33.2%in top 5

VUG

in top 545.2%

USCLStockVUG

8.1%NVDA13.5%

9.8%AAPL12.5%

7.3%MSFT9.7%

3.2%GOOGL5.2%

4.9%AMZNnot top 5

not top 5AVGO4.3%

Held in common60.4%

End-of-day Nov 9, 2026 · share of each fund

USCL vs VUG Returns, Every Period

iSharesUSCL

+9.7%

past year

VUGVanguard

+4.7%

past year

USCLVUGFaded: behind in that period

2–1USCL wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

USCL vs VUG

YTD

iSharesUSCL

+7.9%

VUGVanguard

+4.2%

+7.9%Year to date+4.2%

−10.3%Worst drop · 1Y−15.1%

14.0%Volatility · 1Y19.1%

1.1%Yield0.4%

$2.6BAssets$233B

4–0USCL wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: USCL, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

USCL0.08%$8

IWF0.18%$18

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: USCL, VUG, IWF

1.06%highest, USCL

FundTrailing yieldYield$10k

USCL1.06%$106

VUG0.41%$41

IWF0.39%$39

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$98most kept, USCL

USCL$106 − $8 = $98

VUG$41 − $3 = $38

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: USCL, VUG, IWF

Today

78.0%most shared, VUG and IWF

USCLVUGIWF

USCL—60.4%58.7%

VUG60.4%—78.0%

IWF58.7%78.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.7%USCL, at 14.0% volatility

USCLWorst drop−10.3%14.0% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

USCLVUG

+7.9%Year to date+4.2%

1.1%Yield0.4%

+9.7%Past year+4.7%

0.08%Fee0.03%

3–1USCL wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026