Compare · 2 funds side by side · dividends reinvested

ESG and SPYM

ESGFlexShares×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,164SPYM · best of the two

02 / 04

ESG and SPYM, 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 Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.5

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 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

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

ESG

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

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

ESGMeasureSPYM

+12.9%Year to dateJan 1 → Nov 5+8.4%

+15.3%1 yearTotal return+9.8%

+21.3%3 years · per year$10,000 became $17,841 · $18,222+22.1%

+10.8%5 years · per year$10,000 became $16,727 · $17,164+11.4%

0.33%Expense ratio$33 · $2 a year on $10k · lower is better0.02%

0.85%Trailing 12-mo yield$85 · $106 a year on $10k1.06%

−8.7%Worst dropSmaller is better−8.9%

12.3%VolatilityLower is calmer13.6%

ESGSPYM 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 SPYM: Top 5 Holdings

Today

ESG

23.6%in top 5

SPYM

in top 527.7%

ESGStockSPYM

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 SPYM Returns, Every Period

FlexSharesESG

+10.8%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

ESGSPYMFaded: behind in that period

2–2Level

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

Stocks vs Core: ESG vs SPYM

YTD

FlexSharesESG

+12.9%

SPYMSPDR

+8.4%

+12.9%Year to date+8.4%

−8.7%Worst drop · 1Y−8.9%

12.3%Volatility · 1Y13.6%

0.8%Yield1.1%

$139MAssets$182B

3–1ESG wins

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

Cost, Income and Risk

Fees: ESG, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

ESG0.33%$33

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

Yields: ESG, SPYM

1.06%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.06%$106

ESG0.85%$85

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

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

ESG$85 − $33 = $52

KeptFee

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

Overlap: ESG, SPYM

Today

54.1%most shared, ESG and SPYM

ESGSPYM

ESG—54.1%

SPYM54.1%—

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

SPYMWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

SPYMESG

+8.4%Year to date+12.9%

1.1%Yield0.8%

+9.8%Past year+15.3%

0.02%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$819B

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%

$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