USCL vs VUG

AUSCL

BVUG

Measures won3–2USCL wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · VO $13,616

Lowest cost0.03%VUG · $3 on $10k

Most income1.39%VO · $139 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common61.1%USCL and VUG

USCL

VUG

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

+20.3%3 years · per year$17,426 · $18,532+22.8%

[…]5 years · per year[…] · $16,052+9.9%

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

1.09%12-mo yield$109 · $43 on $10k0.43%

−10.3%Worst dropSmaller wins−15.1%

13.9%VolatilityLower wins19.0%

3–2USCL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSCL · VUG

9.5%AAPL12.5%

8.5%NVDA13.5%

7.2%MSFT9.7%

4.8%AMZN4.3%

Held in common61.1%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B
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%	$2.7B

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	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B
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%	$2.7B

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 VUG

USCL

iShares Climate Conscious & Transition MSCI USA

[…]

VUG

Vanguard Morningstar Growth

$16,052

MeasureUSCLVUG

Fee0.08%0.03%

Cost on $10k a year$8$3

Yield1.09%0.43%

5 years, per year[…]+9.9%

3 years, per year+20.3%+22.8%

Worst drop · 1Y−10.3%−15.1%

Volatility · 1Y13.9%19.0%

3–2measures won
USCL first

61.1%

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$62.5B

1–1level

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: USCL, VUG, VO

Today

61.1%most shared, USCL and VUG

USCLVUGVO

USCL—61.1%13.1%

VUG61.1%—10.2%

VO13.1%10.2%—

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

USCL$109 − $8 = $101

VUG$43 − $3 = $40

KeptFee

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