USCA vs VUG

AUSCA

BVUG

Measures won3–2USCA wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG

Lowest cost0.03%VUG · $3 on $10k

Most income1.09%USCA · $109 on $10k

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

Held in common60.1%USCA and VUG

USCA

VUG

Xtrackers MSCI USA Climate Action Equity ETF · $3.2BVanguard Morningstar Growth ETF · $233B

+20.1%3 years · per year$17,325 · $18,415+22.6%

[…]5 years · per year[…] · $16,124+10.0%

0.07%Expense ratio$7 · $3 on $10k · lower wins0.03%

1.09%12-mo yield$109 · $42 on $10k0.42%

−10.3%Worst dropSmaller wins−15.1%

13.9%VolatilityLower wins19.0%

3–2USCA wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSCA · VUG

9.7%AAPL12.5%

8.0%NVDA13.5%

7.3%MSFT9.7%

4.9%AMZN4.3%

Held in common60.1%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
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 VUG

USCA

Xtrackers MSCI USA Climate Action Equity

[…]

VUG

Vanguard Morningstar Growth

$16,124

MeasureUSCAVUG

Fee0.07%0.03%

Cost on $10k a year$7$3

Yield1.09%0.42%

5 years, per year[…]+10.0%

3 years, per year+20.1%+22.6%

Worst drop · 1Y−10.3%−15.1%

Volatility · 1Y13.9%19.0%

3–2measures won
USCA first

60.1%

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: USCA, VUG

Today

60.1%most shared, USCA and VUG

USCAVUG

USCA—60.1%

VUG60.1%—

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

VUG$42 − $3 = $39

KeptFee

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