USCL vs DIA

AUSCL

BDIA

Measures won2–3DIA wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · DIA $15,590

Lowest cost0.03%VUG · $3 on $10k

Most income1.40%DIA · $140 on $10k

Smallest drop−9.8%DIA · worst fall in 1Y

Held in common31.6%USCL and DIA

USCL

DIA

iShares Climate Conscious & Transition MSCI USA ETF · $2.6BState Street SPDR Dow Jones Industrial Average ETF Trust · $45.3B

+20.2%3 years · per year$17,348 · $16,149+17.3%

[…]5 years · per year[…] · $15,590+9.3%

0.08%Expense ratio$8 · $16 on $10k · lower wins0.16%

1.09%12-mo yield$109 · $140 on $10k1.40%

−10.3%Worst dropSmaller wins−9.8%

13.9%VolatilityLower wins13.4%

2–3DIA wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsUSCL · DIA

7.3%MSFT6.2%

9.8%AAPL4.0%

3.2%GOOGL3.3%

4.9%AMZN3.0%

Held in common31.6%

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 Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.40%	−0.4%	+7.8%	+9.9%	+17.3%	+9.3%	−9.8%	$45.3B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
4	AUSCL	iShares Climate Conscious & Transition MSCI USA ETFRead Desk	0.08%	1.09%	+0.4%	+5.5%	+5.7%	+20.2%	new	−10.3%	$2.6B

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

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.40%	−0.4%	+7.8%	+9.9%	+17.3%	+9.3%	−9.8%	$45.3B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
4	AUSCL	iShares Climate Conscious & Transition MSCI USA ETFRead Desk	0.08%	1.09%	+0.4%	+5.5%	+5.7%	+20.2%	new	−10.3%	$2.6B

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

USCL vs DIA

USCL

iShares Climate Conscious & Transition MSCI USA

[…]

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,590

MeasureUSCLDIA

Fee0.08%0.16%

Cost on $10k a year$8$16

Yield1.09%1.40%

5 years, per year[…]+9.3%

3 years, per year+20.2%+17.3%

Worst drop · 1Y−10.3%−9.8%

Volatility · 1Y13.9%13.4%

3–2measures won
DIA first

31.6%

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: USCL, DIA, IWF, VUG

Today

78.0%most shared, IWF and VUG

USCLDIAIWFVUG

USCL—31.6%58.7%60.4%

DIA31.6%—21.7%20.7%

IWF58.7%21.7%—78.0%

VUG60.4%20.7%78.0%—

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

Income After Fees on $10,000

$124most kept, DIA

DIA$140 − $16 = $124

USCL$109 − $8 = $101

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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