USCL vs IWB

AUSCL

BIWB

Measures won2–3IWB wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · IWB $16,575

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

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

Held in common80.2%USCL and IWB

USCL

IWB

iShares Climate Conscious & Transition MSCI USA ETF · $2.6BiShares Russell 1000 ETF · $46.6B

+20.2%3 years · per year$17,348 · $17,966+21.6%

[…]5 years · per year[…] · $16,575+10.6%

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

1.09%12-mo yield$109 · $95 on $10k0.95%

−10.3%Worst dropSmaller wins−8.9%

13.9%VolatilityLower wins13.6%

2–3IWB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSCL · IWB

9.8%AAPL7.1%

8.1%NVDA6.6%

7.3%MSFT5.8%

4.9%AMZN3.6%

Held in common80.2%

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 Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.95%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.6B
3	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 Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.95%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.6B
3	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 IWB

USCL

iShares Climate Conscious & Transition MSCI USA

[…]

IWB

iShares Russell 1000

$16,575

MeasureUSCLIWB

Fee0.08%0.15%

Cost on $10k a year$8$15

Yield1.09%0.95%

5 years, per year[…]+10.6%

3 years, per year+20.2%+21.6%

Worst drop · 1Y−10.3%−8.9%

Volatility · 1Y13.9%13.6%

3–2measures won
IWB first

80.2%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: USCL, IWB, VTV

Today

80.2%most shared, USCL and IWB

USCLIWBVTV

USCL—80.2%37.9%

IWB80.2%—40.8%

VTV37.9%40.8%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

USCL$109 − $8 = $101

IWB$95 − $15 = $80

KeptFee

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