USCL vs SCHB

AUSCL

BSCHB

Measures won0–4SCHB wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · SCHB $16,348

Lowest cost0.03%SCHB · $3 on $10k

Most income1.86%VTV · $186 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common77.9%USCL and SCHB

USCL

SCHB

iShares Climate Conscious & Transition MSCI USA ETF · $2.7BSchwab U.S. Broad Market ETF · $44.9B

+20.3%3 years · per year$17,426 · $18,100+21.9%

[…]5 years · per year[…] · $16,348+10.3%

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

1.09%12-mo yield$109 · $109 on $10k1.09%

−10.3%Worst dropSmaller wins−8.9%

13.9%VolatilityLower wins13.8%

0–4SCHB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSCL · SCHB

9.5%AAPL6.9%

8.5%NVDA6.5%

7.2%MSFT5.6%

4.8%AMZN3.5%

Held in common77.9%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	−4.3%	+8.4%	+9.8%	+21.9%	+10.3%	−8.9%	$44.9B
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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	−4.3%	+8.4%	+9.8%	+21.9%	+10.3%	−8.9%	$44.9B
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 SCHB

USCL

iShares Climate Conscious & Transition MSCI USA

[…]

SCHB

Schwab U.S. Broad Market

$16,348

MeasureUSCLSCHB

Fee0.08%0.03%

Cost on $10k a year$8$3

Yield1.09%1.09%

5 years, per year[…]+10.3%

3 years, per year+20.3%+21.9%

Worst drop · 1Y−10.3%−8.9%

Volatility · 1Y13.9%13.8%

4–0measures won
SCHB first

77.9%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$97.0B

0–0level

End-of-day Nov 5, 2026

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

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

Overlap: USCL, SCHB, VTV

Today

77.9%most shared, USCL and SCHB

USCLSCHBVTV

USCL—77.9%37.3%

SCHB77.9%—39.1%

VTV37.3%39.1%—

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

SCHB$109 − $3 = $106

USCL$109 − $8 = $101

KeptFee

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