SCHD vs USCL

ASCHD

BUSCL

Measures won4–1SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · SCHD $16,459

Lowest cost0.03%VUG · $3 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common8.1%SCHD and USCL

SCHD

USCL

Schwab U.S. Dividend Equity ETF · $122BiShares Climate Conscious & Transition MSCI USA ETF · $2.7B

+19.6%3 years · per year$17,123 · $17,395+20.3%

+10.5%5 years · per year$16,459 · […][…]

0.06%Expense ratio$6 · $8 on $10k · lower wins0.08%

2.96%12-mo yield$296 · $106 on $10k1.06%

−6.9%Worst dropSmaller wins−10.3%

11.8%VolatilityLower wins14.0%

4–1SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHD · USCL

4.4%PG0.7%

4.3%KO0.7%

3.8%MRK0.7%

3.9%UNH0.7%

Held in common8.1%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
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%	$2.7B

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
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%	$2.7B

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

SCHD vs USCL

SCHD

Schwab U.S. Dividend Equity

$16,459

USCL

iShares Climate Conscious & Transition MSCI USA

[…]

MeasureSCHDUSCL

Fee0.06%0.08%

Cost on $10k a year$6$8

Yield2.96%1.06%

5 years, per year+10.5%[…]

3 years, per year+19.6%+20.3%

Worst drop · 1Y−6.9%−10.3%

Volatility · 1Y11.8%14.0%

4–1measures won
SCHD first

8.1%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD 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$61.4B

1–1level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: SCHD, USCL, VUG

Today

60.7%most shared, USCL and VUG

SCHDUSCLVUG

SCHD—8.1%0.8%

USCL8.1%—60.7%

VUG0.8%60.7%—

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

USCL$106 − $8 = $98

VUG$41 − $3 = $38

KeptFee

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