Compare · 3 funds side by side · dividends reinvested

VIG, USCL and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,865VTV · best of the three

02 / 04

VIG, USCL and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.0

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.1

iShares Climate Conscious & Transition MSCI USA ETFUS Stock Styles · Large cap0.08%1.06%+7.9%+9.7%+20.3%[…]−10.3%14.0%$2.6B2.9

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

End-of-day Nov 9, 2026 · returns include dividends · since: VIG 2006 · USCL 2023 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$16,638

VIG

USCL

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

$10,000 five years ago, dividends reinvested · they hold 42.7% in common

VIGMeasureUSCL

+14.8%Year to dateJan 1 → Nov 9+7.9%

+17.6%1 yearTotal return+9.7%

+18.8%3 years · per year$10,000 became $16,775 · $17,395+20.3%

+10.7%5 years · per year$10,000 became $16,638 · […][…]

0.04%Expense ratio$4 · $8 a year on $10k · lower is better0.08%

1.46%Trailing 12-mo yield$146 · $106 a year on $10k1.06%

−7.9%Worst dropSmaller is better−10.3%

11.0%VolatilityLower is calmer14.0%

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

6–1VIG wins

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

More Ways to See the Pairs

VIG vs USCL: Top 5 Holdings

Today

VIG

22.1%in top 5

USCL

in top 533.2%

VIGStockUSCL

4.9%AAPL9.7%

not top 5NVDA8.3%

4.9%MSFT7.2%

not top 5AMZN4.8%

4.3%AVGOnot top 5

4.1%LLYnot top 5

3.9%JPMnot top 5

not top 5GOOGL3.2%

Held in common42.7%

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

VIG vs USCL Returns, Every Period

VanguardVIG

+17.6%

past year

USCLiShares

+9.7%

past year

VIGUSCLFaded: behind in that period

2–1VIG wins

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

Income vs Stocks: VIG vs VTV

YTD

VanguardVIG

+14.8%

VTVVanguard

+20.9%

+14.8%Year to date+20.9%

−7.9%Worst drop · 1Y−6.4%

11.0%Volatility · 1Y10.8%

1.5%Yield1.8%

$109BAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: VIG, USCL, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VIG0.04%$4

USCL0.08%$8

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

Yields: VIG, USCL, VTV

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

VIG1.46%$146

USCL1.06%$106

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

VIG$146 − $4 = $142

USCL$106 − $8 = $98

KeptFee

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

Overlap: VIG, USCL, VTV

Today

51.5%most shared, VIG and VTV

VIGUSCLVTV

VIG—42.7%51.5%

USCL42.7%—37.6%

VTV51.5%37.6%—

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

Return vs Bumpiness: 3 ETFs

+25.4%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

VIGWorst drop−7.9%11.0% vol

USCLWorst drop−10.3%14.0% vol

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

Paid More vs Made More

YTD

VTVVIG

+20.9%Year to date+14.8%

1.8%Yield1.5%

+25.4%Past year+17.6%

0.03%Fee0.04%

4–0VTV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026