STRN vs CCSO

ASTRN

BCCSO

Measures won1–3CCSO wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG

Lowest cost0.03%VUG · $3 on $10k

Most income0.63%CCSO · $63 on $10k

Smallest drop−15.6%STRN · worst fall in 1Y

Held in common9.8%STRN and CCSO

STRN

CCSO

SMART Trend 25 ETF · $27MCarbon Collective Climate Solutions U.S. Equity ETF · $44M

[…]3 years · per year[…] · $15,325+15.3%

[…]5 years · per year[…]

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

0.17%12-mo yield$17 · $63 on $10k0.63%

−15.6%Worst dropSmaller wins−19.6%

27.7%VolatilityLower wins23.0%

1–3CCSO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSTRN · CCSO

7.0%SCCO5.3%

2.9%PWR4.7%

1.6%GEV4.6%

Held in common9.8%

End-of-day Nov 4, 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%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	ASTRN	SMART Trend 25 ETFRead Desk	0.59%	0.17%	−2.2%	+10.6%	+11.3%	new	new	−15.6%	$27M
3	BCCSO	Carbon Collective Climate Solutions U.S. Equity ETFRead Desk	0.35%	0.63%	−0.6%	−0.1%	−3.0%	+15.3%	new	−19.6%	$44M

End-of-day Nov 4, 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%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	ASTRN	SMART Trend 25 ETFRead Desk	0.59%	0.17%	−2.2%	+10.6%	+11.3%	new	new	−15.6%	$27M
3	BCCSO	Carbon Collective Climate Solutions U.S. Equity ETFRead Desk	0.35%	0.63%	−0.6%	−0.1%	−3.0%	+15.3%	new	−19.6%	$44M

End-of-day Nov 4, 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

Yield0.17%0.63%

5 years, per year[…][…]

3 years, per year[…]+15.3%

Worst drop · 1Y−15.6%−19.6%

Volatility · 1Y27.7%23.0%

3–1measures won
CCSO first

9.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: STRN, CCSO, VUG

Today

9.8%most shared, STRN and CCSO

STRNCCSOVUG

STRN—9.8%7.6%

CCSO9.8%—1.0%

VUG7.6%1.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$37most kept, VUG

VUG$40 − $3 = $37

CCSO$63 − $35 = $28

STRN$17 − $59 = −$42

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee