LCTU vs VXF

ALCTU

BVXF

Measures won4–2LCTU wins · of 6 · 5Y

$10,000 · 5Y$16,041LCTU · VXF $12,425

Lowest cost0.05%VXF · $5 on $10k

Most income1.08%VXF · $108 on $10k

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

Held in common4.0%LCTU and VXF

LCTU

VXF

iShares U.S. Carbon Transition Readiness Aware Active ETF · $1.1BVanguard Extended Market ETF · $30.2B

+20.9%3 years · per year$17,673 · $17,249+19.9%

+9.9%5 years · per year$16,041 · $12,425+4.4%

0.30%Expense ratio$30 · $5 on $10k · lower wins0.05%

1.00%12-mo yield$100 · $108 on $10k1.08%

−9.4%Worst dropSmaller wins−11.0%

13.7%VolatilityLower wins17.9%

4–2LCTU wins

$10,000 · 5 yearsOne scale

Shared top holdingsLCTU · VXF

0.3%EWBC0.2%

0.2%TOST0.2%

0.2%FWONK0.2%

0.2%NTRA0.7%

Held in common4.0%

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	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
2	BVXF	Vanguard Extended Market ETFRead Desk		0.05%	1.08%	+1.1%	+8.4%	+8.6%	+19.9%	+4.4%	−11.0%	$30.2B

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	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
2	BVXF	Vanguard Extended Market ETFRead Desk		0.05%	1.08%	+1.1%	+8.4%	+8.6%	+19.9%	+4.4%	−11.0%	$30.2B

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 VXF

LCTU

iShares U.S. Carbon Transition Readiness Aware Active

$16,041

VXF

Vanguard Extended Market

$12,425

MeasureLCTUVXF

Fee0.30%0.05%

Cost on $10k a year$30$5

Yield1.00%1.08%

5 years, per year+9.9%+4.4%

3 years, per year+20.9%+19.9%

Worst drop · 1Y−9.4%−11.0%

Volatility · 1Y13.7%17.9%

4–2measures won
LCTU first

4.0%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: LCTU, VXF

Today

4.0%most shared, LCTU and VXF

LCTUVXF

LCTU—4.0%

VXF4.0%—

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

Income After Fees on $10,000

$103most kept, VXF

VXF$108 − $5 = $103

LCTU$100 − $30 = $70

KeptFee

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