VUG vs USCL

AVUG

BUSCL

Measures won2–3USCL wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · IWF $15,330

Lowest cost0.03%VUG · $3 on $10k

Most income1.09%USCL · $109 on $10k

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

Held in common61.1%VUG and USCL

VUG

USCL

Vanguard Morningstar Growth ETF · $233BiShares Climate Conscious & Transition MSCI USA ETF · $2.6B

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

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

0.03%Expense ratio$3 · $8 on $10k · lower wins0.08%

0.43%12-mo yield$43 · $109 on $10k1.09%

−15.1%Worst dropSmaller wins−10.3%

19.0%VolatilityLower wins13.9%

2–3USCL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVUG · USCL

12.5%AAPL9.5%

13.5%NVDA8.5%

9.7%MSFT7.2%

4.3%AMZN4.8%

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	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
3	BUSCL	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	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
3	BUSCL	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

VUG vs USCL

VUG

Vanguard Morningstar Growth

$16,052

USCL

iShares Climate Conscious & Transition MSCI USA

[…]

MeasureVUGUSCL

Fee0.03%0.08%

Cost on $10k a year$3$8

Yield0.43%1.09%

5 years, per year+9.9%[…]

3 years, per year+22.8%+20.3%

Worst drop · 1Y−15.1%−10.3%

Volatility · 1Y19.0%13.9%

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$59.1B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: VUG, USCL, IWF

Today

78.0%most shared, VUG and IWF

VUGUSCLIWF

VUG—61.1%78.0%

USCL61.1%—59.1%

IWF78.0%59.1%—

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

Income After Fees on $10,000

$101most kept, USCL

USCL$109 − $8 = $101

VUG$43 − $3 = $40

IWF$39 − $18 = $21

KeptFee

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