STRN vs CCSO

ASTRN

BCCSO

Measures won1–3CCSO wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common9.2%STRN and CCSO

STRN

CCSO

SMART Trend 25 ETF · $25MCarbon Collective Climate Solutions U.S. Equity ETF · $42M

[…]3 years · per year[…] · $14,630+13.5%

[…]5 years · per year[…]

0.59%Expense ratio$59 · $35 on $10k · lower wins0.35%

0.18%12-mo yield$18 · $65 on $10k0.65%

−20.3%Worst dropSmaller wins−21.6%

28.2%VolatilityLower wins23.2%

1–3CCSO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSTRN · CCSO

7.2%SCCO5.3%

2.5%PWR3.8%

1.4%GEV4.1%

Held in common9.2%

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	ASTRN	SMART Trend 25 ETFRead Desk	0.59%	0.18%	−5.6%	+4.4%	+7.5%	new	new	−20.3%	$25M
3	BCCSO	Carbon Collective Climate Solutions U.S. Equity ETFRead Desk	0.35%	0.65%	+1.6%	−2.8%	−5.1%	+13.5%	new	−21.6%	$42M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	ASTRN	SMART Trend 25 ETFRead Desk	0.59%	0.18%	−5.6%	+4.4%	+7.5%	new	new	−20.3%	$25M
3	BCCSO	Carbon Collective Climate Solutions U.S. Equity ETFRead Desk	0.35%	0.65%	+1.6%	−2.8%	−5.1%	+13.5%	new	−21.6%	$42M

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

STRN vs CCSO

STRN

SMART Trend 25

[…]

CCSO

Carbon Collective Climate Solutions U.S. Equity

[…]

MeasureSTRNCCSO

Fee0.59%0.35%

Cost on $10k a year$59$35

Yield0.18%0.65%

5 years, per year[…][…]

3 years, per year[…]+13.5%

Worst drop · 1Y−20.3%−21.6%

Volatility · 1Y28.2%23.2%

3–1measures won
CCSO first

9.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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: STRN, CCSO, VTV

Today

14.0%most shared, STRN and VTV

STRNCCSOVTV

STRN—9.2%14.0%

CCSO9.2%—1.5%

VTV14.0%1.5%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

CCSO$65 − $35 = $30

STRN$18 − $59 = −$41

KeptFee

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