LCTU vs VUG

ALCTU

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,124VUG · LCTU $16,041

Lowest cost0.03%VUG · $3 on $10k

Most income1.00%LCTU · $100 on $10k

Smallest drop−9.4%LCTU · worst fall in 1Y

Held in common47.9%LCTU and VUG

LCTU

VUG

iShares U.S. Carbon Transition Readiness Aware Active ETF · $1.1BVanguard Morningstar Growth ETF · $233B

+20.9%3 years · per year$17,673 · $18,415+22.6%

+9.9%5 years · per year$16,041 · $16,124+10.0%

0.30%Expense ratio$30 · $3 on $10k · lower wins0.03%

1.00%12-mo yield$100 · $42 on $10k0.42%

−9.4%Worst dropSmaller wins−15.1%

13.7%VolatilityLower wins19.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsLCTU · VUG

7.7%AAPL12.5%

6.6%NVDA13.5%

5.4%MSFT9.7%

3.3%AMZN4.3%

Held in common47.9%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
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 VUG

LCTU

iShares U.S. Carbon Transition Readiness Aware Active

$16,041

VUG

Vanguard Morningstar Growth

$16,124

MeasureLCTUVUG

Fee0.30%0.03%

Cost on $10k a year$30$3

Yield1.00%0.42%

5 years, per year+9.9%+10.0%

3 years, per year+20.9%+22.6%

Worst drop · 1Y−9.4%−15.1%

Volatility · 1Y13.7%19.0%

3–3measures won
level

47.9%

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: LCTU, VUG

Today

47.9%most shared, LCTU and VUG

LCTUVUG

LCTU—47.9%

VUG47.9%—

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

Income After Fees on $10,000

$70most kept, LCTU

LCTU$100 − $30 = $70

VUG$42 − $3 = $39

KeptFee

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