LCTD vs VT

ALCTD

BVT

Measures won1–5VT wins · of 6 · 5Y

$10,000 · 5Y$15,649VT · LCTD $13,986

Lowest cost0.06%VT · $6 on $10k

Most income3.40%LCTD · $340 on $10k

Smallest drop−9.7%VT · worst fall in 1Y

Held in common13.7%LCTD and VT

LCTD

iShares World ex U.S. Carbon Transition Readiness Aware Active ETF · $316MVanguard Total World Stock ETF · $81.8B

+17.7%3 years · per year$16,325 · $17,563+20.7%

+6.9%5 years · per year$13,986 · $15,649+9.4%

0.37%Expense ratio$37 · $6 on $10k · lower wins0.06%

3.40%12-mo yield$340 · $159 on $10k1.59%

−10.9%Worst dropSmaller wins−9.7%

15.6%VolatilityLower wins14.7%

1–5VT wins

$10,000 · 5 yearsOne scale

Shared top holdingsLCTD · VT

2.3%ASML.AS0.6%

1.1%HSBA.L0.3%

0.9%SHEL.L0.2%

2.1%RY.TO0.2%

Held in common13.7%

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

Both

5Y2 funds

#			Trend
1	BVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
2	ALCTD	iShares World ex U.S. Carbon Transition Readiness Aware Active ETFRead Desk		0.37%	3.40%	−0.8%	+6.8%	+10.5%	+17.7%	+6.9%	−10.9%	$316M

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

Both

5Y2 funds

#			Trend
1	BVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
2	ALCTD	iShares World ex U.S. Carbon Transition Readiness Aware Active ETFRead Desk		0.37%	3.40%	−0.8%	+6.8%	+10.5%	+17.7%	+6.9%	−10.9%	$316M

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

LCTD vs VT

LCTD

iShares World ex U.S. Carbon Transition Readiness Aware Active

$13,986

Vanguard Total World Stock

$15,649

MeasureLCTDVT

Fee0.37%0.06%

Cost on $10k a year$37$6

Yield3.40%1.59%

5 years, per year+6.9%+9.4%

3 years, per year+17.7%+20.7%

Worst drop · 1Y−10.9%−9.7%

Volatility · 1Y15.6%14.7%

5–1measures won
VT first

13.7%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: LCTD, VT

Today

13.7%most shared, LCTD and VT

LCTDVT

LCTD—13.7%

VT13.7%—

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

Income After Fees on $10,000

$303most kept, LCTD

LCTD$340 − $37 = $303

VT$159 − $6 = $153

KeptFee

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