USCL vs VO

AUSCL

BVO

Measures won1–4VO wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · VO $13,867

Lowest cost0.03%VO · $3 on $10k

Most income1.83%VTV · $183 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common13.2%USCL and VO

USCL

iShares Climate Conscious & Transition MSCI USA ETF · $2.7BVanguard Morningstar Mid-Cap ETF · $103B

+20.3%3 years · per year$17,395 · $16,763+18.8%

[…]5 years · per year[…] · $13,867+6.8%

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

1.06%12-mo yield$106 · $135 on $10k1.35%

−10.3%Worst dropSmaller wins−8.2%

14.0%VolatilityLower wins13.1%

1–4VO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSCL · VO

0.2%NEM0.6%

0.2%SNOW0.6%

0.2%HLT0.7%

0.2%NET1.1%

Held in common13.2%

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 Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
3	AUSCL	iShares Climate Conscious & Transition MSCI USA ETFRead Desk	0.08%	1.06%	+2.3%	+7.9%	+9.7%	+20.3%	new	−10.3%	$2.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
3	AUSCL	iShares Climate Conscious & Transition MSCI USA ETFRead Desk	0.08%	1.06%	+2.3%	+7.9%	+9.7%	+20.3%	new	−10.3%	$2.7B

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 VO

USCL

iShares Climate Conscious & Transition MSCI USA

[…]

Vanguard Morningstar Mid-Cap

$13,867

MeasureUSCLVO

Fee0.08%0.03%

Cost on $10k a year$8$3

Yield1.06%1.35%

5 years, per year[…]+6.8%

3 years, per year+20.3%+18.8%

Worst drop · 1Y−10.3%−8.2%

Volatility · 1Y14.0%13.1%

4–1measures won
VO first

13.2%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

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, VO, VTV

Today

37.6%most shared, USCL and VTV

USCLVOVTV

USCL—13.2%37.6%

VO13.2%—28.5%

VTV37.6%28.5%—

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

VO$135 − $3 = $132

USCL$106 − $8 = $98

KeptFee

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