IWB vs CCSO

AIWB

BCCSO

Measures won5–0IWB wins · of 6 · 5Y

$10,000 · 5Y$16,575IWB · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income0.95%IWB · $95 on $10k

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

Held in common1.3%IWB and CCSO

IWB

CCSO

iShares Russell 1000 ETF · $46.6BCarbon Collective Climate Solutions U.S. Equity ETF · $42M

+21.6%3 years · per year$17,966 · $14,630+13.5%

+10.6%5 years · per year$16,575 · […][…]

0.15%Expense ratio$15 · $35 on $10k · lower wins0.35%

0.95%12-mo yield$95 · $65 on $10k0.65%

−8.9%Worst dropSmaller wins−21.6%

13.6%VolatilityLower wins23.2%

5–0IWB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWB · CCSO

0.3%GEV4.1%

0.1%WM6.1%

0.1%PWR3.8%

0.1%JCI5.3%

Held in common1.3%

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 Three

5Y3 funds

#
1	AIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.95%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.6B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BCCSO	Carbon Collective Climate Solutions U.S. Equity ETFRead Desk	0.35%	0.65%	+1.6%	−2.8%	−5.1%	+13.5%	new	−21.6%	$42M

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

All Three

5Y3 funds

#
1	AIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.95%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.6B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BCCSO	Carbon Collective Climate Solutions U.S. Equity ETFRead Desk	0.35%	0.65%	+1.6%	−2.8%	−5.1%	+13.5%	new	−21.6%	$42M

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

IWB vs CCSO

IWB

iShares Russell 1000

$16,575

CCSO

Carbon Collective Climate Solutions U.S. Equity

[…]

MeasureIWBCCSO

Fee0.15%0.35%

Cost on $10k a year$15$35

Yield0.95%0.65%

5 years, per year+10.6%[…]

3 years, per year+21.6%+13.5%

Worst drop · 1Y−8.9%−21.6%

Volatility · 1Y13.6%23.2%

5–0measures won
IWB first

1.3%

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

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

Overlap: IWB, CCSO, VUG

Today

52.0%most shared, IWB and VUG

IWBCCSOVUG

IWB—1.3%52.0%

CCSO1.3%—1.0%

VUG52.0%1.0%—

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

Income After Fees on $10,000

$80most kept, IWB

IWB$95 − $15 = $80

VUG$42 − $3 = $39

CCSO$65 − $35 = $30

KeptFee

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