USCL vs SCHD

AUSCL

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income3.00%SCHD · $300 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

+20.2%3 years · per year$17,348 · $17,266+20.0%

[…]5 years · per year[…] · $16,267+10.2%

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

1.09%12-mo yield$109 · $300 on $10k3.00%

−10.3%Worst dropSmaller wins−6.9%

13.9%VolatilityLower wins11.7%

1–4SCHD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsUSCL · SCHD

0.8%PG4.5%

0.7%KO4.3%

0.7%MRK3.8%

0.7%UNH3.9%

Held in common8.1%

End-of-day Nov 6, 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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
4	AUSCL	iShares Climate Conscious & Transition MSCI USA ETFRead Desk	0.08%	1.09%	+0.4%	+5.5%	+5.7%	+20.2%	new	−10.3%	$2.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
4	AUSCL	iShares Climate Conscious & Transition MSCI USA ETFRead Desk	0.08%	1.09%	+0.4%	+5.5%	+5.7%	+20.2%	new	−10.3%	$2.6B

End-of-day Nov 6, 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

$16,267

MeasureUSCLSCHD

Fee0.08%0.06%

Cost on $10k a year$8$6

Yield1.09%3.00%

5 years, per year[…]+10.2%

3 years, per year+20.2%+20.0%

Worst drop · 1Y−10.3%−6.9%

Volatility · 1Y13.9%11.7%

4–1measures won
SCHD first

8.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: USCL, SCHD, VUG, IWF

Today

78.0%most shared, VUG and IWF

USCLSCHDVUGIWF

USCL—8.1%60.4%58.7%

SCHD8.1%—0.8%3.7%

VUG60.4%0.8%—78.0%

IWF58.7%3.7%78.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

USCL$109 − $8 = $101

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee