USCL vs SCHD

AUSCL

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · SCHD $16,459

Lowest cost0.03%VO · $3 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common8.1%USCL and SCHD

USCL

SCHD

iShares Climate Conscious & Transition MSCI USA ETF · $2.6BSchwab U.S. Dividend Equity ETF · $120B

+20.3%3 years · per year$17,395 · $17,123+19.6%

[…]5 years · per year[…] · $16,459+10.5%

0.08%Expense ratio$8 · $6 on $10k · lower wins0.06%

1.06%12-mo yield$106 · $296 on $10k2.96%

−10.3%Worst dropSmaller wins−6.9%

14.0%VolatilityLower wins11.8%

1–4SCHD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsUSCL · SCHD

0.7%PG4.4%

0.7%KO4.3%

0.7%MRK3.8%

0.7%UNH3.9%

Held in common8.1%

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 Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
4	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 Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
4	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 SCHD

USCL

iShares Climate Conscious & Transition MSCI USA

[…]

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureUSCLSCHD

Fee0.08%0.06%

Cost on $10k a year$8$6

Yield1.06%2.96%

5 years, per year[…]+10.5%

3 years, per year+20.3%+19.6%

Worst drop · 1Y−10.3%−6.9%

Volatility · 1Y14.0%11.8%

4–1measures won
SCHD first

8.1%

holdings shared

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

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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

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, SCHD, VO, VUG

Today

60.7%most shared, USCL and VUG

USCLSCHDVOVUG

USCL—8.1%13.2%60.7%

SCHD8.1%—6.9%0.8%

VO13.2%6.9%—10.2%

VUG60.7%0.8%10.2%—

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VO$135 − $3 = $132

USCL$106 − $8 = $98

VUG$41 − $3 = $38

KeptFee

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