USCL vs IWB

AUSCL

BIWB

Measures won2–3IWB wins · of 6 · 5Y

$10,000 · 5Y$17,459IWB

Lowest cost0.08%USCL · $8 on $10k

Most income1.05%USCL · $105 on $10k

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

Held in common80.1%USCL and IWB

USCL

IWB

iShares Climate Conscious & Transition MSCI USA ETF · $2.7BiShares Russell 1000 ETF · $47.8B

+22.4%3 years · per year$18,345 · $19,023+23.9%

[…]5 years · per year[…] · $17,459+11.8%

0.08%Expense ratio$8 · $15 on $10k · lower wins0.15%

1.05%12-mo yield$105 · $91 on $10k0.91%

−10.3%Worst dropSmaller wins−8.9%

13.3%VolatilityLower wins12.9%

2–3IWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSCL · IWB

8.9%NVDA6.9%

9.2%AAPL6.9%

6.9%MSFT5.5%

4.6%AMZN3.5%

Held in common80.1%

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

Both

5Y2 funds

#			Trend
1	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$47.8B
2	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

Both

5Y2 funds

#			Trend
1	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$47.8B
2	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 IWB

USCL

iShares Climate Conscious & Transition MSCI USA

[…]

IWB

iShares Russell 1000

$17,459

MeasureUSCLIWB

Fee0.08%0.15%

Cost on $10k a year$8$15

Yield1.05%0.91%

5 years, per year[…]+11.8%

3 years, per year+22.4%+23.9%

Worst drop · 1Y−10.3%−8.9%

Volatility · 1Y13.3%12.9%

3–2measures won
IWB first

80.1%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: USCL, IWB

Today

80.1%most shared, USCL and IWB

USCLIWB

USCL—80.1%

IWB80.1%—

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

Income After Fees on $10,000

$97most kept, USCL

USCL$105 − $8 = $97

IWB$91 − $15 = $76

KeptFee

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