Compare · 2 funds side by side · dividends reinvested

ESG and SPY

ESGFlexShares×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two

02 / 04

ESG and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Northern Trust STOXX US ESG Select ETFUS Stock Styles · Large cap0.33%0.85%+12.9%+15.3%+21.3%+10.8%−8.7%12.3%$139M1.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: ESG 2016 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Northern Trust STOXX US ESG Select ETF · $139M$16,727

ESG

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

$10,000 five years ago, dividends reinvested · they hold 54.1% in common

ESGMeasureSPY

+12.9%Year to dateJan 1 → Nov 5+8.3%

+15.3%1 yearTotal return+9.7%

+21.3%3 years · per year$10,000 became $17,841 · $18,174+22.0%

+10.8%5 years · per year$10,000 became $16,727 · $17,099+11.3%

0.33%Expense ratio$33 · $9 a year on $10k · lower is better0.09%

0.85%Trailing 12-mo yield$85 · $103 a year on $10k1.03%

−8.7%Worst dropSmaller is better−8.9%

12.3%VolatilityLower is calmer13.6%

ESGSPY Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ESG vs SPY: Top 5 Holdings

Today

ESG

23.6%in top 5

SPY

in top 527.7%

ESGStockSPY

5.1%AAPL7.7%

4.4%NVDA7.3%

5.4%MSFT6.2%

4.3%LLYnot top 5

4.3%AVGOnot top 5

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common54.1%

End-of-day Nov 5, 2026 · share of each fund

ESG vs SPY Returns, Every Period

FlexSharesESG

+10.8%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

ESGSPYFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: ESG vs SPY

YTD

FlexSharesESG

+12.9%

SPYSPDR

+8.3%

+12.9%Year to date+8.3%

−8.7%Worst drop · 1Y−8.9%

12.3%Volatility · 1Y13.6%

0.8%Yield1.0%

$139MAssets$805B

3–1ESG wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ESG, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

ESG0.33%$33

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: ESG, SPY

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

ESG0.85%$85

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

ESG$85 − $33 = $52

KeptFee

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

Overlap: ESG, SPY

Today

54.1%most shared, ESG and SPY

ESGSPY

ESG—54.1%

SPY54.1%—

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

Return vs Bumpiness: 2 ETFs

+15.3%ESG, at 12.3% volatility

ESGWorst drop−8.7%12.3% vol

SPYWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SPYESG

+8.3%Year to date+12.9%

1.0%Yield0.8%

+9.7%Past year+15.3%

0.09%Fee0.33%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

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