USCA vs IWF

AUSCA

BIWF

Measures won5–0USCA wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF

Lowest cost0.07%USCA · $7 on $10k

Most income1.09%USCA · $109 on $10k

Smallest drop−10.3%USCA · worst fall in 1Y

Held in common58.5%USCA and IWF

USCA

IWF

Xtrackers MSCI USA Climate Action Equity ETF · $3.2BiShares Russell 1000 Growth ETF · $115B

+20.1%3 years · per year$17,325 · $17,022+19.4%

[…]5 years · per year[…] · $15,442+9.1%

0.07%Expense ratio$7 · $18 on $10k · lower wins0.18%

1.09%12-mo yield$109 · $39 on $10k0.39%

−10.3%Worst dropSmaller wins−14.6%

13.9%VolatilityLower wins19.4%

5–0USCA wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSCA · IWF

9.7%AAPL9.0%

8.0%NVDA14.1%

7.3%MSFT6.6%

3.2%GOOGL5.5%

Held in common58.5%

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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	AUSCA	Xtrackers MSCI USA Climate Action Equity ETFRead Desk		0.07%	1.09%	+0.3%	+5.3%	+5.7%	+20.1%	new	−10.3%	$3.2B

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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	AUSCA	Xtrackers MSCI USA Climate Action Equity ETFRead Desk		0.07%	1.09%	+0.3%	+5.3%	+5.7%	+20.1%	new	−10.3%	$3.2B

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

USCA vs IWF

USCA

Xtrackers MSCI USA Climate Action Equity

[…]

IWF

iShares Russell 1000 Growth

$15,442

MeasureUSCAIWF

Fee0.07%0.18%

Cost on $10k a year$7$18

Yield1.09%0.39%

5 years, per year[…]+9.1%

3 years, per year+20.1%+19.4%

Worst drop · 1Y−10.3%−14.6%

Volatility · 1Y13.9%19.4%

5–0measures won
USCA first

58.5%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: USCA, IWF

Today

58.5%most shared, USCA and IWF

USCAIWF

USCA—58.5%

IWF58.5%—

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

Income After Fees on $10,000

$102most kept, USCA

USCA$109 − $7 = $102

IWF$39 − $18 = $21

KeptFee

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