USCL vs SPY

AUSCL

BSPY

Measures won2–3SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY

Lowest cost0.08%USCL · $8 on $10k

Most income1.05%USCL · $105 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common84.5%USCL and SPY

USCL

SPY

iShares Climate Conscious & Transition MSCI USA ETF · $2.7BState Street SPDR S&P 500 ETF · $798B

+22.4%3 years · per year$18,345 · $19,132+24.1%

[…]5 years · per year[…] · $18,060+12.6%

0.08%Expense ratio$8 · $9 on $10k · lower wins0.09%

1.05%12-mo yield$105 · $99 on $10k0.99%

−10.3%Worst dropSmaller wins−8.9%

13.3%VolatilityLower wins12.9%

2–3SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSCL · SPY

8.9%NVDA7.7%

9.2%AAPL7.4%

6.9%MSFT5.9%

4.6%AMZN3.8%

Held in common84.5%

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B
2	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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B
2	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 SPY

USCL

iShares Climate Conscious & Transition MSCI USA

[…]

SPY

SPDR S&P 500

$18,060

MeasureUSCLSPY

Fee0.08%0.09%

Cost on $10k a year$8$9

Yield1.05%0.99%

5 years, per year[…]+12.6%

3 years, per year+22.4%+24.1%

Worst drop · 1Y−10.3%−8.9%

Volatility · 1Y13.3%12.9%

3–1measures won
SPY first

84.5%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: USCL, SPY

Today

84.5%most shared, USCL and SPY

USCLSPY

USCL—84.5%

SPY84.5%—

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

SPY$99 − $9 = $90

KeptFee

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