USCL vs IVV

AUSCL

BIVV

Measures won0–5IVV wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · VOO $18,115

Lowest cost0.03%IVV · $3 on $10k

Most income1.09%IVV · $109 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common84.5%USCL and IVV

USCL

IVV

iShares Climate Conscious & Transition MSCI USA ETF · $2.7BiShares Core S&P 500 ETF · $887B

+22.4%3 years · per year$18,345 · $19,178+24.2%

[…]5 years · per year[…] · $18,118+12.6%

0.08%Expense ratio$8 · $3 on $10k · lower wins0.03%

1.05%12-mo yield$105 · $109 on $10k1.09%

−10.3%Worst dropSmaller wins−8.9%

13.3%VolatilityLower wins12.9%

0–5IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSCL · IVV

8.9%NVDA7.7%

9.2%AAPL7.4%

6.9%MSFT5.9%

4.6%AMZN3.8%

Held in common84.5%

End-of-day Nov 4, 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	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	AUSCL	iShares Climate Conscious & Transition MSCI USA ETFRead Desk	0.08%	1.05%	+1.8%	+9.8%	+9.0%	+22.4%	new	−10.3%	$2.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	AUSCL	iShares Climate Conscious & Transition MSCI USA ETFRead Desk	0.08%	1.05%	+1.8%	+9.8%	+9.0%	+22.4%	new	−10.3%	$2.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

USCL vs IVV

USCL

iShares Climate Conscious & Transition MSCI USA

[…]

IVV

iShares Core S&P 500

$18,118

MeasureUSCLIVV

Fee0.08%0.03%

Cost on $10k a year$8$3

Yield1.05%1.09%

5 years, per year[…]+12.6%

3 years, per year+22.4%+24.2%

Worst drop · 1Y−10.3%−8.9%

Volatility · 1Y13.3%12.9%

5–0measures won
IVV first

84.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: USCL, IVV, VOO

Today

94.5%most shared, IVV and VOO

USCLIVVVOO

USCL—84.5%84.2%

IVV84.5%—94.5%

VOO84.2%94.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

VOO$105 − $3 = $102

USCL$105 − $8 = $97

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee