USCL vs VUG

AUSCL

BVUG

Measures won3–2USCL wins · of 6 · 5Y

$10,000 · 5Y$17,543VOO · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income1.07%VOO · $107 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common60.7%USCL and VUG

USCL

VUG

iShares Climate Conscious & Transition MSCI USA ETF · $2.6BVanguard Morningstar Growth ETF · $233B

+20.3%3 years · per year$17,395 · $18,569+22.9%

[…]5 years · per year[…] · $16,565+10.6%

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

1.06%12-mo yield$106 · $41 on $10k0.41%

−10.3%Worst dropSmaller wins−15.1%

14.0%VolatilityLower wins19.1%

3–2USCL wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsUSCL · VUG

9.7%AAPL12.5%

8.3%NVDA13.5%

7.2%MSFT9.7%

4.8%AMZN4.3%

Held in common60.7%

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 Four

5Y4 funds

#
1	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
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
4	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 Four

5Y4 funds

#
1	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
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
4	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 VUG

USCL

iShares Climate Conscious & Transition MSCI USA

[…]

VUG

Vanguard Morningstar Growth

$16,565

MeasureUSCLVUG

Fee0.08%0.03%

Cost on $10k a year$8$3

Yield1.06%0.41%

5 years, per year[…]+10.6%

3 years, per year+20.3%+22.9%

Worst drop · 1Y−10.3%−15.1%

Volatility · 1Y14.0%19.1%

3–2measures won
USCL first

60.7%

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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

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, VUG, VOO, IWF

Today

83.3%most shared, USCL and VOO

USCLVUGVOOIWF

USCL—60.7%83.3%58.9%

VUG60.7%—58.2%78.1%

VOO83.3%58.2%—59.3%

IWF58.9%78.1%59.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

USCL$106 − $8 = $98

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

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