USCL vs DFAC

AUSCL

BDFAC

Measures won2–3DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · DFAC $16,525

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common60.8%USCL and DFAC

USCL

DFAC

iShares Climate Conscious & Transition MSCI USA ETF · $2.6BDimensional - US Core Equity 2 ETF · $85.6B

+20.2%3 years · per year$17,348 · $17,722+21.0%

[…]5 years · per year[…] · $16,525+10.6%

0.08%Expense ratio$8 · $21 on $10k · lower wins0.21%

1.09%12-mo yield$109 · $90 on $10k0.90%

−10.3%Worst dropSmaller wins−8.5%

13.9%VolatilityLower wins12.9%

2–3DFAC wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsUSCL · DFAC

9.8%AAPL5.9%

7.3%MSFT5.0%

8.1%NVDA4.8%

4.9%AMZN2.7%

Held in common60.8%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
4	AUSCL	iShares Climate Conscious & Transition MSCI USA ETFRead Desk	0.08%	1.09%	+0.4%	+5.5%	+5.7%	+20.2%	new	−10.3%	$2.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
4	AUSCL	iShares Climate Conscious & Transition MSCI USA ETFRead Desk	0.08%	1.09%	+0.4%	+5.5%	+5.7%	+20.2%	new	−10.3%	$2.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

USCL vs DFAC

USCL

iShares Climate Conscious & Transition MSCI USA

[…]

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureUSCLDFAC

Fee0.08%0.21%

Cost on $10k a year$8$21

Yield1.09%0.90%

5 years, per year[…]+10.6%

3 years, per year+20.2%+21.0%

Worst drop · 1Y−10.3%−8.5%

Volatility · 1Y13.9%12.9%

3–2measures won
DFAC first

60.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: USCL, DFAC, VTV, VUG

Today

60.8%most shared, USCL and DFAC

USCLDFACVTVVUG

USCL—60.8%37.9%60.4%

DFAC60.8%—38.0%35.7%

VTV37.9%38.0%—1.9%

VUG60.4%35.7%1.9%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

USCL$109 − $8 = $101

DFAC$90 − $21 = $69

VUG$42 − $3 = $39

KeptFee

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