IVV vs USCL

AIVV

BUSCL

Measures won5–0IVV wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · IVV $17,545

Lowest cost0.03%IVV · $3 on $10k

Most income1.83%VTV · $183 on $10k

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

Held in common84.6%IVV and USCL

IVV

USCL

iShares Core S&P 500 ETF · $853BiShares Climate Conscious & Transition MSCI USA ETF · $2.6B

+22.0%3 years · per year$18,159 · $17,395+20.3%

+11.9%5 years · per year$17,545 · […][…]

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

1.11%12-mo yield$111 · $106 on $10k1.06%

−8.9%Worst dropSmaller wins−10.3%

13.8%VolatilityLower wins14.0%

5–0IVV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIVV · USCL

7.9%AAPL9.7%

7.1%NVDA8.3%

6.2%MSFT7.2%

4.0%AMZN4.8%

Held in common84.6%

End-of-day Nov 9, 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%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
4	BUSCL	iShares Climate Conscious & Transition MSCI USA ETFRead Desk	0.08%	1.06%	+2.3%	+7.9%	+9.7%	+20.3%	new	−10.3%	$2.6B

End-of-day Nov 9, 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%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
4	BUSCL	iShares Climate Conscious & Transition MSCI USA ETFRead Desk	0.08%	1.06%	+2.3%	+7.9%	+9.7%	+20.3%	new	−10.3%	$2.6B

End-of-day Nov 9, 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

$17,545

USCL

iShares Climate Conscious & Transition MSCI USA

[…]

MeasureIVVUSCL

Fee0.03%0.08%

Cost on $10k a year$3$8

Yield1.11%1.06%

5 years, per year+11.9%[…]

3 years, per year+22.0%+20.3%

Worst drop · 1Y−8.9%−10.3%

Volatility · 1Y13.8%14.0%

4–0measures won
IVV first

84.6%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

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

Overlap: IVV, USCL, VUG, VTV

Today

84.6%most shared, IVV and USCL

IVVUSCLVUGVTV

IVV—84.6%55.1%43.7%

USCL84.6%—60.7%37.6%

VUG55.1%60.7%—1.9%

VTV43.7%37.6%1.9%—

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

IVV$111 − $3 = $108

USCL$106 − $8 = $98

VUG$41 − $3 = $38

KeptFee

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