USCL vs SCHB

AUSCL

BSCHB

Measures won0–3SCHB wins · of 6 · 5Y

$10,000 · 5Y$16,705SCHB · IJH $14,049

Lowest cost0.03%SCHB · $3 on $10k

Most income1.21%IJH · $121 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common77.8%USCL and SCHB

USCL

SCHB

iShares Climate Conscious & Transition MSCI USA ETF · $2.6BSchwab U.S. Broad Market ETF · $43.2B

+20.3%3 years · per year$17,395 · $18,080+21.8%

[…]5 years · per year[…] · $16,705+10.8%

0.08%Expense ratio$8 · $3 on $10k · lower wins0.03%

1.06%12-mo yield$106 · $106 on $10k1.06%

−10.3%Worst dropSmaller wins−8.9%

14.0%VolatilityLower wins14.0%

0–3SCHB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSCL · SCHB

9.7%AAPL7.0%

8.3%NVDA6.3%

7.2%MSFT5.5%

4.8%AMZN3.6%

Held in common77.8%

End-of-day Nov 9, 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	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.5%	+13.7%	+21.8%	+10.8%	−8.9%	$43.2B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$121.4B
3	AUSCL	iShares Climate Conscious & Transition MSCI USA ETFRead Desk	0.08%	1.06%	+2.3%	+7.9%	+9.7%	+20.3%	new	−10.3%	$2.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.5%	+13.7%	+21.8%	+10.8%	−8.9%	$43.2B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$121.4B
3	AUSCL	iShares Climate Conscious & Transition MSCI USA ETFRead Desk	0.08%	1.06%	+2.3%	+7.9%	+9.7%	+20.3%	new	−10.3%	$2.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

USCL vs SCHB

USCL

iShares Climate Conscious & Transition MSCI USA

[…]

SCHB

Schwab U.S. Broad Market

$16,705

MeasureUSCLSCHB

Fee0.08%0.03%

Cost on $10k a year$8$3

Yield1.06%1.06%

5 years, per year[…]+10.8%

3 years, per year+20.3%+21.8%

Worst drop · 1Y−10.3%−8.9%

Volatility · 1Y14.0%14.0%

3–0measures won
SCHB first

77.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: USCL, SCHB, IJH

Today

77.8%most shared, USCL and SCHB

USCLSCHBIJH

USCL—77.8%0.2%

SCHB77.8%—4.7%

IJH0.2%4.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

SCHB$106 − $3 = $103

USCL$106 − $8 = $98

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee