USCL vs VTV

AUSCL

BVTV

Measures won0–5VTV wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · VUG $16,052

Lowest cost0.03%VTV · $3 on $10k

Most income1.86%VTV · $186 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 · $2.6BVanguard Morningstar Value ETF · $184B

+20.3%3 years · per year$17,426 · $17,832+21.3%

[…]5 years · per year[…] · $17,626+12.0%

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

1.09%12-mo yield$109 · $186 on $10k1.86%

−10.3%Worst dropSmaller wins−6.4%

13.9%VolatilityLower wins10.7%

0–5VTV wins

$10,000 · 5 yearsAll three, one 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 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	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
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	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
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 VTV

USCL

iShares Climate Conscious & Transition MSCI USA

[…]

VTV

Vanguard Morningstar Value

$17,626

MeasureUSCLVTV

Fee0.08%0.03%

Cost on $10k a year$8$3

Yield1.09%1.86%

5 years, per year[…]+12.0%

3 years, per year+20.3%+21.3%

Worst drop · 1Y−10.3%−6.4%

Volatility · 1Y13.9%10.7%

5–0measures won
VTV first

37.3%

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

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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

Overlap: USCL, VTV, VUG

Today

61.1%most shared, USCL and VUG

USCLVTVVUG

USCL—37.3%61.1%

VTV37.3%—1.9%

VUG61.1%1.9%—

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

USCL$109 − $8 = $101

VUG$43 − $3 = $40

KeptFee

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