Compare · 3 funds side by side · dividends reinvested

VO, USCL and VUG

VOVanguard×USCLiShares×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

VO, USCL and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.4

iShares Climate Conscious & Transition MSCI USA ETFUS Stock Styles · Large cap0.08%1.09%+5.5%+5.7%+20.2%[…]−10.3%13.9%$2.6B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.3

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: VO 2004 · USCL 2023 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

USCL

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

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

VOMeasureUSCL

+10.6%Year to dateJan 1 → Nov 6+5.5%

+11.6%1 yearTotal return+5.7%

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

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

0.03%Expense ratio$3 · $8 a year on $10k · lower is better0.08%

1.39%Trailing 12-mo yield$139 · $109 a year on $10k1.09%

−8.2%Worst dropSmaller is better−10.3%

12.9%VolatilityLower is calmer13.9%

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

6–1VO wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VO vs USCL: Top 5 Holdings

Today

5.3%in top 5

USCL

in top 533.2%

VOStockUSCL

not top 5AAPL9.8%

not top 5NVDA8.1%

not top 5MSFT7.3%

not top 5AMZN4.9%

not top 5GOOGL3.2%

1.1%NETnot top 5

1.1%VLOnot top 5

1.1%MPCnot top 5

1.0%PSXnot top 5

1.0%PWRnot top 5

Held in common13.3%

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

VO vs USCL Returns, Every Period

VanguardVO

+11.6%

past year

USCLiShares

+5.7%

past year

VOUSCLFaded: behind in that period

2–1VO wins

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

VO vs USCL

YTD

VanguardVO

+10.6%

USCLiShares

+5.5%

+10.6%Year to date+5.5%

−8.2%Worst drop · 1Y−10.3%

12.9%Volatility · 1Y13.9%

1.4%Yield1.1%

$103BAssets$2.6B

4–0VO wins

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

Cost, Income and Risk

Fees: VO, USCL, VUG

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VUG0.03%$3

USCL0.08%$8

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

Yields: VO, USCL, VUG

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

USCL1.09%$109

VUG0.42%$42

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

USCL$109 − $8 = $101

VUG$42 − $3 = $39

KeptFee

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

Overlap: VO, USCL, VUG

Today

60.4%most shared, USCL and VUG

VOUSCLVUG

VO—13.3%10.2%

USCL13.3%—60.4%

VUG10.2%60.4%—

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

Return vs Bumpiness: 3 ETFs

+11.6%VO, at 12.9% volatility

VOWorst drop−8.2%12.9% 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

VOUSCL

+10.6%Year to date+5.5%

1.4%Yield1.1%

+11.6%Past year+5.7%

0.03%Fee0.08%

4–0VO 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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026