SCHB vs USCL

ASCHB

BUSCL

Measures won3–0SCHB wins · of 6 · 5Y

$10,000 · 5Y$16,705SCHB · IWF $15,892

Lowest cost0.03%SCHB · $3 on $10k

Most income1.06%USCL · $106 on $10k

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

Held in common77.8%SCHB and USCL

SCHB

USCL

Schwab U.S. Broad Market ETF · $43.2BiShares Climate Conscious & Transition MSCI USA ETF · $2.6B

+21.8%3 years · per year$18,080 · $17,395+20.3%

+10.8%5 years · per year$16,705 · […][…]

0.03%Expense ratio$3 · $8 on $10k · lower wins0.08%

1.06%12-mo yield$106 · $106 on $10k1.06%

−8.9%Worst dropSmaller wins−10.3%

14.0%VolatilityLower wins14.0%

3–0SCHB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHB · USCL

7.0%AAPL9.7%

6.3%NVDA8.3%

5.5%MSFT7.2%

3.6%AMZN4.8%

Held in common77.8%

End-of-day Nov 9, 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	ASCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.5%	+13.7%	+21.8%	+10.8%	−8.9%	$43.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	BUSCL	iShares Climate Conscious & Transition MSCI USA ETFRead Desk	0.08%	1.06%	+2.3%	+7.9%	+9.7%	+20.3%	new	−10.3%	$2.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ASCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.5%	+13.7%	+21.8%	+10.8%	−8.9%	$43.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	BUSCL	iShares Climate Conscious & Transition MSCI USA ETFRead Desk	0.08%	1.06%	+2.3%	+7.9%	+9.7%	+20.3%	new	−10.3%	$2.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHB vs USCL

SCHB

Schwab U.S. Broad Market

$16,705

USCL

iShares Climate Conscious & Transition MSCI USA

[…]

MeasureSCHBUSCL

Fee0.03%0.08%

Cost on $10k a year$3$8

Yield1.06%1.06%

5 years, per year+10.8%[…]

3 years, per year+21.8%+20.3%

Worst drop · 1Y−8.9%−10.3%

Volatility · 1Y14.0%14.0%

3–0measures won
SCHB first

77.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: SCHB, USCL, IWF

Today

77.8%most shared, SCHB and USCL

SCHBUSCLIWF

SCHB—77.8%52.9%

USCL77.8%—58.9%

IWF52.9%58.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$103most kept, SCHB

SCHB$106 − $3 = $103

USCL$106 − $8 = $98

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee