Compare · 2 funds side by side · dividends reinvested

ESGU and SPY

ESGUiShares×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,147ESGU · best of the two

02 / 04

ESGU and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares ESG Aware MSCI USA ETFUS Stock Styles · Large cap0.15%0.92%+13.3%+12.9%+23.9%+11.4%−9.3%13.2%$17.3B1.4

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%$819B1.6

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: ESGU 2016 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares ESG Aware MSCI USA ETF · $17.3B$17,147

ESGU

SPY

State Street SPDR S&P 500 ETF · $819B$17,099

$10,000 five years ago, dividends reinvested · they hold 78.0% in common

ESGUMeasureSPY

+13.3%Year to dateJan 1 → Nov 5+8.3%

+12.9%1 yearTotal return+9.7%

+23.9%3 years · per year$10,000 became $19,025 · $18,174+22.0%

+11.4%5 years · per year$10,000 became $17,147 · $17,099+11.3%

0.15%Expense ratio$15 · $9 a year on $10k · lower is better0.09%

0.92%Trailing 12-mo yield$92 · $103 a year on $10k1.03%

−9.3%Worst dropSmaller is better−8.9%

13.2%VolatilityLower is calmer13.6%

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

5–3ESGU wins

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

More Ways to See the Pairs

ESGU vs SPY: Top 5 Holdings

Today

ESGU

27.4%in top 5

SPY

in top 527.7%

ESGUStockSPY

7.7%AAPL7.7%

7.0%NVDA7.3%

6.0%MSFT6.2%

3.8%AMZN3.9%

2.9%GOOGnot top 5

not top 5GOOGL2.6%

Held in common78.0%

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

ESGU vs SPY Returns, Every Period

iSharesESGU

+11.4%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

ESGUSPYFaded: behind in that period

4–0ESGU wins

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

Stocks vs Core: ESGU vs SPY

YTD

iSharesESGU

+13.3%

SPYSPDR

+8.3%

+13.3%Year to date+8.3%

−9.3%Worst drop · 1Y−8.9%

13.2%Volatility · 1Y13.6%

0.9%Yield1.0%

$17.3BAssets$819B

2–2level

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

Cost, Income and Risk

Fees: ESGU, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

ESGU0.15%$15

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

Yields: ESGU, SPY

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

ESGU0.92%$92

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

ESGU$92 − $15 = $77

KeptFee

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

Overlap: ESGU, SPY

Today

78.0%most shared, ESGU and SPY

ESGUSPY

ESGU—78.0%

SPY78.0%—

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

Return vs Bumpiness: 2 ETFs

+12.9%ESGU, at 13.2% volatility

ESGUWorst drop−9.3%13.2% 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

SPYESGU

+8.3%Year to date+13.3%

1.0%Yield0.9%

+9.7%Past year+12.9%

0.09%Fee0.15%

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