USCL vs IWF

AUSCL

BIWF

Measures won5–0USCL wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG · IWF $16,559

Lowest cost0.03%VUG · $3 on $10k

Most income1.05%USCL · $105 on $10k

Smallest drop−10.3%USCL · worst fall in 1Y

Held in common59.1%USCL and IWF

USCL

IWF

iShares Climate Conscious & Transition MSCI USA ETF · $2.7BiShares Russell 1000 Growth ETF · $121B

+22.4%3 years · per year$18,345 · $18,310+22.3%

[…]5 years · per year[…] · $16,559+10.6%

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

1.05%12-mo yield$105 · $37 on $10k0.37%

−10.3%Worst dropSmaller wins−15.6%

13.3%VolatilityLower wins18.3%

5–0USCL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSCL · IWF

8.9%NVDA15.1%

9.2%AAPL8.1%

6.9%MSFT6.1%

3.1%GOOGL5.1%

Held in common59.1%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	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 IWF

USCL

iShares Climate Conscious & Transition MSCI USA

[…]

IWF

iShares Russell 1000 Growth

$16,559

MeasureUSCLIWF

Fee0.08%0.18%

Cost on $10k a year$8$18

Yield1.05%0.37%

5 years, per year[…]+10.6%

3 years, per year+22.4%+22.3%

Worst drop · 1Y−10.3%−15.6%

Volatility · 1Y13.3%18.3%

5–0measures won
USCL first

59.1%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: USCL, IWF, VUG

Today

77.4%most shared, IWF and VUG

USCLIWFVUG

USCL—59.1%61.3%

IWF59.1%—77.4%

VUG61.3%77.4%—

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

VUG$40 − $3 = $37

IWF$37 − $18 = $19

KeptFee

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