USCL vs VTV

AUSCL

BVTV

Measures won0–5VTV wins · of 6 · 5Y

$10,000 · 5Y$18,352VTV

Lowest cost0.03%VTV · $3 on $10k

Most income1.80%VTV · $180 on $10k

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

Held in common37.3%USCL and VTV

USCL

VTV

iShares Climate Conscious & Transition MSCI USA ETF · $2.7BVanguard Morningstar Value ETF · $184B

+22.4%3 years · per year$18,345 · $18,551+22.9%

[…]5 years · per year[…] · $18,352+12.9%

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

1.05%12-mo yield$105 · $180 on $10k1.80%

−10.3%Worst dropSmaller wins−6.4%

13.3%VolatilityLower wins10.2%

0–5VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSCL · VTV

1.3%JPM3.3%

1.2%JNJ2.4%

1.0%WMT1.7%

1.0%ABBV1.8%

Held in common37.3%

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
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 VTV

USCL

iShares Climate Conscious & Transition MSCI USA

[…]

VTV

Vanguard Morningstar Value

$18,352

MeasureUSCLVTV

Fee0.08%0.03%

Cost on $10k a year$8$3

Yield1.05%1.80%

5 years, per year[…]+12.9%

3 years, per year+22.4%+22.9%

Worst drop · 1Y−10.3%−6.4%

Volatility · 1Y13.3%10.2%

5–0measures won
VTV first

37.3%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV 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, VTV

Today

37.3%most shared, USCL and VTV

USCLVTV

USCL—37.3%

VTV37.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

USCL$105 − $8 = $97

KeptFee

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