USCL vs IWF

AUSCL

BIWF

Measures won5–0USCL wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · VUG $16,124

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common58.7%USCL and IWF

USCL

IWF

iShares Climate Conscious & Transition MSCI USA ETF · $2.6BiShares Russell 1000 Growth ETF · $115B

+20.2%3 years · per year$17,348 · $17,022+19.4%

[…]5 years · per year[…] · $15,442+9.1%

0.08%Expense ratio$8 · $18 on $10k · lower wins0.18%

1.09%12-mo yield$109 · $39 on $10k0.39%

−10.3%Worst dropSmaller wins−14.6%

13.9%VolatilityLower wins19.4%

5–0USCL wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsUSCL · IWF

9.8%AAPL9.0%

8.1%NVDA14.1%

7.3%MSFT6.6%

3.2%GOOGL5.5%

Held in common58.7%

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 Four

5Y4 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
4	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 Four

5Y4 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
4	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 IWF

USCL

iShares Climate Conscious & Transition MSCI USA

[…]

IWF

iShares Russell 1000 Growth

$15,442

MeasureUSCLIWF

Fee0.08%0.18%

Cost on $10k a year$8$18

Yield1.09%0.39%

5 years, per year[…]+9.1%

3 years, per year+20.2%+19.4%

Worst drop · 1Y−10.3%−14.6%

Volatility · 1Y13.9%19.4%

5–0measures won
USCL first

58.7%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: USCL, IWF, IVV, VUG

Today

84.6%most shared, USCL and IVV

USCLIWFIVVVUG

USCL—58.7%84.6%60.4%

IWF58.7%—55.7%78.0%

IVV84.6%55.7%—54.8%

VUG60.4%78.0%54.8%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

USCL$109 − $8 = $101

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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