USCL vs IWF

AUSCL

BIWF

Measures won5–0USCL wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF · VO $13,616

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common59.1%USCL and IWF

USCL

IWF

iShares Climate Conscious & Transition MSCI USA ETF · $2.6BiShares Russell 1000 Growth ETF · $113B

+20.3%3 years · per year$17,426 · $17,073+19.5%

[…]5 years · per year[…] · $15,330+8.9%

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 wins19.3%

5–0USCL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSCL · IWF

9.5%AAPL8.5%

8.5%NVDA14.6%

7.2%MSFT6.4%

3.1%GOOGL5.3%

Held in common59.1%

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	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B
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%	$2.6B

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	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B
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%	$2.6B

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 IWF

USCL

iShares Climate Conscious & Transition MSCI USA

[…]

IWF

iShares Russell 1000 Growth

$15,330

MeasureUSCLIWF

Fee0.08%0.18%

Cost on $10k a year$8$18

Yield1.09%0.39%

5 years, per year[…]+8.9%

3 years, per year+20.3%+19.5%

Worst drop · 1Y−10.3%−14.6%

Volatility · 1Y13.9%19.3%

5–0measures won
USCL first

59.1%

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$59.1B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: USCL, IWF, VO

Today

59.1%most shared, USCL and IWF

USCLIWFVO

USCL—59.1%13.1%

IWF59.1%—9.2%

VO13.1%9.2%—

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

USCL$109 − $8 = $101

IWF$39 − $18 = $21

KeptFee

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