USCL vs VUG

AUSCL

BVUG

Measures won3–2USCL wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG

Lowest cost0.03%VUG · $3 on $10k

Most income1.05%USCL · $105 on $10k

Smallest drop−10.3%USCL · worst fall in 1Y

Held in common61.3%USCL and VUG

USCL

VUG

iShares Climate Conscious & Transition MSCI USA ETF · $2.7BVanguard Morningstar Growth ETF · $233B

+22.4%3 years · per year$18,345 · $19,712+25.4%

[…]5 years · per year[…] · $17,153+11.4%

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

1.05%12-mo yield$105 · $40 on $10k0.40%

−10.3%Worst dropSmaller wins−16.1%

13.3%VolatilityLower wins18.2%

3–2USCL wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSCL · VUG

9.2%AAPL12.5%

8.9%NVDA13.5%

6.9%MSFT9.7%

4.6%AMZN4.3%

Held in common61.3%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
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 VUG

USCL

iShares Climate Conscious & Transition MSCI USA

[…]

VUG

Vanguard Morningstar Growth

$17,153

MeasureUSCLVUG

Fee0.08%0.03%

Cost on $10k a year$8$3

Yield1.05%0.40%

5 years, per year[…]+11.4%

3 years, per year+22.4%+25.4%

Worst drop · 1Y−10.3%−16.1%

Volatility · 1Y13.3%18.2%

3–2measures won
USCL first

61.3%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

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, VUG

Today

61.3%most shared, USCL and VUG

USCLVUG

USCL—61.3%

VUG61.3%—

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

Income After Fees on $10,000

$97most kept, USCL

USCL$105 − $8 = $97

VUG$40 − $3 = $37

KeptFee

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