USCL vs IWB

AUSCL

BIWB

Measures won2–3IWB wins · of 6 · 5Y

$10,000 · 5Y$16,543IWB · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income1.09%USCL · $109 on $10k

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

Held in common80.3%USCL and IWB

USCL

IWB

iShares Climate Conscious & Transition MSCI USA ETF · $2.7BiShares Russell 1000 ETF · $48.5B

+20.3%3 years · per year$17,426 · $18,083+21.8%

[…]5 years · per year[…] · $16,543+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

9.5%AAPL7.1%

8.5%NVDA6.6%

7.2%MSFT5.8%

4.8%AMZN3.6%

Held in common80.3%

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	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$48.5B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
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	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$48.5B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
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 IWB

USCL

iShares Climate Conscious & Transition MSCI USA

[…]

IWB

iShares Russell 1000

$16,543

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+20.3%+21.8%

Worst drop · 1Y−10.3%−8.9%

Volatility · 1Y13.9%13.6%

3–2measures won
IWB first

80.3%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

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, IWB, VUG

Today

80.3%most shared, USCL and IWB

USCLIWBVUG

USCL—80.3%61.1%

IWB80.3%—52.0%

VUG61.1%52.0%—

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

Income After Fees on $10,000

$101most kept, USCL

USCL$109 − $8 = $101

IWB$95 − $15 = $80

VUG$43 − $3 = $40

KeptFee

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