VIG vs USCL

AVIG

BUSCL

Measures won4–1VIG wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · SCHD $16,459

Lowest cost0.04%VIG · $4 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common42.7%VIG and USCL

VIG

USCL

Vanguard Dividend Appreciation ETF · $109BiShares Climate Conscious & Transition MSCI USA ETF · $2.6B

+18.8%3 years · per year$16,775 · $17,395+20.3%

+10.7%5 years · per year$16,638 · […][…]

0.04%Expense ratio$4 · $8 on $10k · lower wins0.08%

1.46%12-mo yield$146 · $106 on $10k1.06%

−7.9%Worst dropSmaller wins−10.3%

11.0%VolatilityLower wins14.0%

4–1VIG wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVIG · USCL

4.9%MSFT7.2%

4.9%AAPL9.7%

4.3%AVGO2.6%

4.1%LLY2.1%

Held in common42.7%

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	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
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	BUSCL	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	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
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	BUSCL	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

VIG vs USCL

VIG

Vanguard Dividend Appreciation

$16,638

USCL

iShares Climate Conscious & Transition MSCI USA

[…]

MeasureVIGUSCL

Fee0.04%0.08%

Cost on $10k a year$4$8

Yield1.46%1.06%

5 years, per year+10.7%[…]

3 years, per year+18.8%+20.3%

Worst drop · 1Y−7.9%−10.3%

Volatility · 1Y11.0%14.0%

4–1measures won
VIG first

42.7%

holdings shared

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

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

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: VIG, USCL, SCHD, IWF

Today

58.9%most shared, USCL and IWF

VIGUSCLSCHDIWF

VIG—42.7%14.5%32.6%

USCL42.7%—8.1%58.9%

SCHD14.5%8.1%—3.6%

IWF32.6%58.9%3.6%—

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

USCL$106 − $8 = $98

IWF$38 − $18 = $20

KeptFee

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