USCL vs DIA

AUSCL

BDIA

Measures won2–3DIA wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · DIA $15,693

Lowest cost0.03%VTV · $3 on $10k

Most income1.86%VTV · $186 on $10k

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

Held in common31.3%USCL and DIA

USCL

DIA

iShares Climate Conscious & Transition MSCI USA ETF · $2.7BState Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B

+20.3%3 years · per year$17,426 · $16,322+17.7%

[…]5 years · per year[…] · $15,693+9.4%

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 three, one scale

Shared top holdingsUSCL · DIA

7.2%MSFT6.2%

9.5%AAPL3.9%

3.1%GOOGL3.2%

4.8%AMZN3.0%

Held in common31.3%

End-of-day Nov 5, 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%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.40%	−3.5%	+8.2%	+10.8%	+17.7%	+9.4%	−9.8%	$44.9B
3	AUSCL	iShares Climate Conscious & Transition MSCI USA ETFRead Desk	0.08%	1.09%	−4.3%	+5.0%	+5.7%	+20.3%	new	−10.3%	$2.7B

End-of-day Nov 5, 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%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.40%	−3.5%	+8.2%	+10.8%	+17.7%	+9.4%	−9.8%	$44.9B
3	AUSCL	iShares Climate Conscious & Transition MSCI USA ETFRead Desk	0.08%	1.09%	−4.3%	+5.0%	+5.7%	+20.3%	new	−10.3%	$2.7B

End-of-day Nov 5, 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

$15,693

MeasureUSCLDIA

Fee0.08%0.16%

Cost on $10k a year$8$16

Yield1.09%1.40%

5 years, per year[…]+9.4%

3 years, per year+20.3%+17.7%

Worst drop · 1Y−10.3%−9.8%

Volatility · 1Y13.9%13.4%

3–2measures won
DIA first

31.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: USCL, DIA, VTV

Today

37.3%most shared, USCL and VTV

USCLDIAVTV

USCL—31.3%37.3%

DIA31.3%—23.4%

VTV37.3%23.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

DIA$140 − $16 = $124

USCL$109 − $8 = $101

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee