USCL vs IJR

AUSCL

BIJR

Measures won2–3IJR wins · of 6 · 5Y

$10,000 · 5Y$13,170IJR

Lowest cost0.06%IJR · $6 on $10k

Most income1.24%IJR · $124 on $10k

Smallest drop−9.7%IJR · worst fall in 1Y

Held in common0.0%USCL and IJR

USCL

IJR

iShares Climate Conscious & Transition MSCI USA ETF · $2.6BiShares Core S&P Small-Cap ETF · $104B

+20.2%3 years · per year$17,348 · $16,147+17.3%

[…]5 years · per year[…] · $13,170+5.7%

0.08%Expense ratio$8 · $6 on $10k · lower wins0.06%

1.09%12-mo yield$109 · $124 on $10k1.24%

−10.3%Worst dropSmaller wins−9.7%

13.9%VolatilityLower wins16.2%

2–3IJR wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSCL · IJR

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.8B
2	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

Both

5Y2 funds

#			Trend
1	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.8B
2	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 IJR

USCL

iShares Climate Conscious & Transition MSCI USA

[…]

IJR

iShares Core S&P Small-Cap

$13,170

MeasureUSCLIJR

Fee0.08%0.06%

Cost on $10k a year$8$6

Yield1.09%1.24%

5 years, per year[…]+5.7%

3 years, per year+20.2%+17.3%

Worst drop · 1Y−10.3%−9.7%

Volatility · 1Y13.9%16.2%

3–2measures won
IJR first

0.0%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: USCL, IJR

Today

0.0%most shared, USCL and IJR

USCLIJR

USCL—0.0%

IJR0.0%—

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

USCL$109 − $8 = $101

KeptFee

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