LCTU vs VIG

ALCTU

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · LCTU $16,041

Lowest cost0.04%VIG · $4 on $10k

Most income1.50%VIG · $150 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common37.2%LCTU and VIG

LCTU

VIG

iShares U.S. Carbon Transition Readiness Aware Active ETF · $1.1BVanguard Dividend Appreciation ETF · $109B

+20.9%3 years · per year$17,673 · $16,669+18.6%

+9.9%5 years · per year$16,041 · $16,243+10.2%

0.30%Expense ratio$30 · $4 on $10k · lower wins0.04%

1.00%12-mo yield$100 · $150 on $10k1.50%

−9.4%Worst dropSmaller wins−7.9%

13.7%VolatilityLower wins10.8%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsLCTU · VIG

5.4%MSFT4.9%

7.7%AAPL4.9%

1.8%AVGO4.3%

1.6%LLY4.1%

Held in common37.2%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	ALCTU	iShares U.S. Carbon Transition Readiness Aware Active ETFRead Desk		0.30%	1.00%	+0.3%	+7.1%	+7.8%	+20.9%	+9.9%	−9.4%	$1.1B

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	ALCTU	iShares U.S. Carbon Transition Readiness Aware Active ETFRead Desk		0.30%	1.00%	+0.3%	+7.1%	+7.8%	+20.9%	+9.9%	−9.4%	$1.1B

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

LCTU vs VIG

LCTU

iShares U.S. Carbon Transition Readiness Aware Active

$16,041

VIG

Vanguard Dividend Appreciation

$16,243

MeasureLCTUVIG

Fee0.30%0.04%

Cost on $10k a year$30$4

Yield1.00%1.50%

5 years, per year+9.9%+10.2%

3 years, per year+20.9%+18.6%

Worst drop · 1Y−9.4%−7.9%

Volatility · 1Y13.7%10.8%

5–1measures won
VIG first

37.2%

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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: LCTU, VIG

Today

37.2%most shared, LCTU and VIG

LCTUVIG

LCTU—37.2%

VIG37.2%—

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

LCTU$100 − $30 = $70

KeptFee

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