CCSO vs VUG

ACCSO

BVUG

Measures won1–4VUG wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG

Lowest cost0.03%VUG · $3 on $10k

Most income0.63%CCSO · $63 on $10k

Smallest drop−16.1%VUG · worst fall in 1Y

Held in common1.0%CCSO and VUG

CCSO

VUG

Carbon Collective Climate Solutions U.S. Equity ETF · $44MVanguard Morningstar Growth ETF · $233B

+15.3%3 years · per year$15,325 · $19,712+25.4%

[…]5 years · per year[…] · $17,153+11.4%

0.35%Expense ratio$35 · $3 on $10k · lower wins0.03%

0.63%12-mo yield$63 · $40 on $10k0.40%

−19.6%Worst dropSmaller wins−16.1%

23.0%VolatilityLower wins18.2%

1–4VUG wins

$10,000 · 5 yearsOne scale

Shared top holdingsCCSO · VUG

4.6%GEV0.7%

4.7%PWR0.3%

2.1%FSLR0.0%

Held in common1.0%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	ACCSO	Carbon Collective Climate Solutions U.S. Equity ETFRead Desk		0.35%	0.63%	−0.6%	−0.1%	−3.0%	+15.3%	new	−19.6%	$44M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	ACCSO	Carbon Collective Climate Solutions U.S. Equity ETFRead Desk		0.35%	0.63%	−0.6%	−0.1%	−3.0%	+15.3%	new	−19.6%	$44M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CCSO vs VUG

CCSO

Carbon Collective Climate Solutions U.S. Equity

[…]

VUG

Vanguard Morningstar Growth

$17,153

MeasureCCSOVUG

Fee0.35%0.03%

Cost on $10k a year$35$3

Yield0.63%0.40%

5 years, per year[…]+11.4%

3 years, per year+15.3%+25.4%

Worst drop · 1Y−19.6%−16.1%

Volatility · 1Y23.0%18.2%

4–1measures won
VUG first

1.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: CCSO, VUG

Today

1.0%most shared, CCSO and VUG

CCSOVUG

CCSO—1.0%

VUG1.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$37most kept, VUG

VUG$40 − $3 = $37

CCSO$63 − $35 = $28

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee