USCL vs VO

AUSCL

BVO

Measures won1–4VO wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF · VO $13,616

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common13.1%USCL and VO

USCL

iShares Climate Conscious & Transition MSCI USA ETF · $2.6BVanguard Morningstar Mid-Cap ETF · $103B

+20.3%3 years · per year$17,426 · $16,795+18.9%

[…]5 years · per year[…] · $13,616+6.4%

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

1.09%12-mo yield$109 · $139 on $10k1.39%

−10.3%Worst dropSmaller wins−8.2%

13.9%VolatilityLower wins12.9%

1–4VO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSCL · VO

0.2%NEM0.6%

0.2%SNOW0.6%

0.2%PWR1.0%

0.2%HLT0.7%

Held in common13.1%

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B
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%	$2.6B

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B
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%	$2.6B

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 VO

USCL

iShares Climate Conscious & Transition MSCI USA

[…]

Vanguard Morningstar Mid-Cap

$13,616

MeasureUSCLVO

Fee0.08%0.03%

Cost on $10k a year$8$3

Yield1.09%1.39%

5 years, per year[…]+6.4%

3 years, per year+20.3%+18.9%

Worst drop · 1Y−10.3%−8.2%

Volatility · 1Y13.9%12.9%

4–1measures won
VO first

13.1%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: USCL, VO, IWF

Today

59.1%most shared, USCL and IWF

USCLVOIWF

USCL—13.1%59.1%

VO13.1%—9.2%

IWF59.1%9.2%—

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

USCL$109 − $8 = $101

IWF$39 − $18 = $21

KeptFee

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