IVV vs USCL

AIVV

BUSCL

Measures won5–0IVV wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · VUG $16,052

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common84.6%IVV and USCL

IVV

USCL

iShares Core S&P 500 ETF · $850BiShares Climate Conscious & Transition MSCI USA ETF · $2.6B

+22.1%3 years · per year$18,221 · $17,426+20.3%

+11.4%5 years · per year$17,151 · […][…]

0.03%Expense ratio$3 · $8 on $10k · lower wins0.08%

1.14%12-mo yield$114 · $109 on $10k1.09%

−8.9%Worst dropSmaller wins−10.3%

13.6%VolatilityLower wins13.9%

5–0IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · USCL

7.7%AAPL9.5%

7.3%NVDA8.5%

6.2%MSFT7.2%

3.9%AMZN4.8%

Held in common84.6%

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

All Three

5Y3 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	BUSCL	iShares Climate Conscious & Transition MSCI USA ETFRead Desk	0.08%	1.09%	−4.3%	+5.0%	+5.7%	+20.3%	new	−10.3%	$2.6B

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

All Three

5Y3 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	BUSCL	iShares Climate Conscious & Transition MSCI USA ETFRead Desk	0.08%	1.09%	−4.3%	+5.0%	+5.7%	+20.3%	new	−10.3%	$2.6B

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

Cards for this view

IVV vs USCL

IVV

iShares Core S&P 500

$17,151

USCL

iShares Climate Conscious & Transition MSCI USA

[…]

MeasureIVVUSCL

Fee0.03%0.08%

Cost on $10k a year$3$8

Yield1.14%1.09%

5 years, per year+11.4%[…]

3 years, per year+22.1%+20.3%

Worst drop · 1Y−8.9%−10.3%

Volatility · 1Y13.6%13.9%

4–0measures won
IVV first

84.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

Overlap: IVV, USCL, VUG

Today

84.6%most shared, IVV and USCL

IVVUSCLVUG

IVV—84.6%55.4%

USCL84.6%—61.1%

VUG55.4%61.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

USCL$109 − $8 = $101

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee