Compare · 3 funds side by side · dividends reinvested

ESGD, SPY and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,118IVV · best of the three

02 / 04

ESGD, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B1.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B2.0

iShares ESG Aware MSCI EAFE ETFInternational · Developed0.20%3.26%+12.2%+15.5%+20.1%+8.8%−11.7%16.2%$12.0B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: ESGD 2016 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares ESG Aware MSCI EAFE ETF · $12.0B$15,219

ESGD

SPY

State Street SPDR S&P 500 ETF · $805B$18,060

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

ESGDMeasureSPY

+12.2%Year to dateJan 1 → Nov 4+13.3%

+15.5%1 yearTotal return+13.4%

+20.1%3 years · per year$10,000 became $17,340 · $19,132+24.1%

+8.8%5 years · per year$10,000 became $15,219 · $18,060+12.6%

0.20%Expense ratio$20 · $9 a year on $10k · lower is better0.09%

3.26%Trailing 12-mo yield$326 · $99 a year on $10k0.99%

−11.7%Worst dropSmaller is better−8.9%

16.2%VolatilityLower is calmer12.9%

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

2–6SPY wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ESGD vs SPY: Top 5 Holdings

Today

ESGD

8.6%in top 5

SPY

in top 527.3%

ESGDStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

3.0%ASML.ASnot top 5

not top 5GOOGL2.5%

1.6%NOVN.SWnot top 5

1.3%HSBA.Lnot top 5

1.3%SAP.DEnot top 5

1.3%ROP.SWnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

ESGD vs SPY Returns, Every Period

iSharesESGD

+8.8%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

ESGDSPYFaded: behind in that period

1–3SPY wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

International vs Core: ESGD vs IVV

YTD

iSharesESGD

+12.2%

IVViShares

+13.4%

+12.2%Year to date+13.4%

−11.7%Worst drop · 1Y−8.9%

16.2%Volatility · 1Y12.9%

3.3%Yield1.1%

$12.0BAssets$887B

3–1IVV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ESGD, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

ESGD0.20%$20

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: ESGD, SPY, IVV

3.26%highest, ESGD

FundTrailing yieldYield$10k

ESGD3.26%$326

IVV1.09%$109

SPY0.99%$99

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$306most kept, ESGD

ESGD$326 − $20 = $306

IVV$109 − $3 = $106

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: ESGD, SPY, IVV

Today

99.9%most shared, SPY and IVV

ESGDSPYIVV

ESGD—0.0%0.0%

SPY0.0%—99.9%

IVV0.0%99.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.5%ESGD, at 16.2% volatility

SPYWorst drop−8.9%12.9% vol

IVVWorst drop−8.9%12.9% vol

ESGDWorst drop−11.7%16.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

ESGDIVV

+12.2%Year to date+13.4%

3.3%Yield1.1%

+15.5%Past year+13.5%

0.20%Fee0.03%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026