USCL vs SPYM

AUSCL

BSPYM

Measures won1–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · SPY $17,118

Lowest cost0.02%SPYM · $2 on $10k

Most income1.09%USCL · $109 on $10k

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

Held in common84.6%USCL and SPYM

USCL

SPYM

iShares Climate Conscious & Transition MSCI USA ETF · $2.6BState Street SPDR Portfolio S&P 500 ETF · $182B

+20.2%3 years · per year$17,348 · $18,082+21.8%

[…]5 years · per year[…] · $17,192+11.4%

0.08%Expense ratio$8 · $2 on $10k · lower wins0.02%

1.09%12-mo yield$109 · $105 on $10k1.05%

−10.3%Worst dropSmaller wins−8.9%

13.9%VolatilityLower wins13.6%

1–4SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSCL · SPYM

9.8%AAPL7.9%

8.1%NVDA6.9%

7.3%MSFT6.3%

4.9%AMZN4.0%

Held in common84.6%

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 Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	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 Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	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 SPYM

USCL

iShares Climate Conscious & Transition MSCI USA

[…]

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureUSCLSPYM

Fee0.08%0.02%

Cost on $10k a year$8$2

Yield1.09%1.05%

5 years, per year[…]+11.4%

3 years, per year+20.2%+21.8%

Worst drop · 1Y−10.3%−8.9%

Volatility · 1Y13.9%13.6%

4–0measures won
SPYM first

84.6%

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

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, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

USCLSPYMSPY

USCL—84.6%84.6%

SPYM84.6%—99.9%

SPY84.6%99.9%—

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

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

USCL$109 − $8 = $101

SPY$103 − $9 = $94

KeptFee

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