USCL vs VTV

AUSCL

BVTV

Measures won0–5VTV wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · VOO $17,543

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

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

Held in common37.6%USCL and VTV

USCL

VTV

iShares Climate Conscious & Transition MSCI USA ETF · $2.6BVanguard Morningstar Value ETF · $184B

+20.3%3 years · per year$17,395 · $17,700+21.0%

[…]5 years · per year[…] · $17,865+12.3%

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

1.06%12-mo yield$106 · $183 on $10k1.83%

−10.3%Worst dropSmaller wins−6.4%

14.0%VolatilityLower wins10.8%

0–5VTV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSCL · VTV

1.3%JPM3.3%

1.3%JNJ2.4%

1.1%WMT1.7%

1.0%ABBV1.8%

Held in common37.6%

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	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
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%	$2.6B

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	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
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%	$2.6B

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 VTV

USCL

iShares Climate Conscious & Transition MSCI USA

[…]

VTV

Vanguard Morningstar Value

$17,865

MeasureUSCLVTV

Fee0.08%0.03%

Cost on $10k a year$8$3

Yield1.06%1.83%

5 years, per year[…]+12.3%

3 years, per year+20.3%+21.0%

Worst drop · 1Y−10.3%−6.4%

Volatility · 1Y14.0%10.8%

5–0measures won
VTV first

37.6%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

Overlap: USCL, VTV, VOO

Today

83.3%most shared, USCL and VOO

USCLVTVVOO

USCL—37.6%83.3%

VTV37.6%—41.1%

VOO83.3%41.1%—

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

VOO$107 − $3 = $104

USCL$106 − $8 = $98

KeptFee

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