Compare · 3 funds side by side · dividends reinvested

ESGV, SPYM and SPY

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

02 / 04

ESGV, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$182B1.1

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%$819B2.0

Vanguard ESG U.S. Stock ETFUS Stock Styles · Large cap0.09%0.92%+7.6%+8.7%+22.1%+9.9%−11.6%15.3%$13.4B2.8

Rank among the three1st → 3rdFee, 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: ESGV 2018 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard ESG U.S. Stock ETF · $13.4B$16,004

ESGV

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 80.3% in common

ESGVMeasureSPYM

+7.6%Year to dateJan 1 → Nov 5+8.4%

+8.7%1 yearTotal return+9.8%

+22.1%3 years · per year$10,000 became $18,219 · $18,222+22.1%

+9.9%5 years · per year$10,000 became $16,004 · $17,164+11.4%

0.09%Expense ratio$9 · $2 a year on $10k · lower is better0.02%

0.92%Trailing 12-mo yield$92 · $106 a year on $10k1.06%

−11.6%Worst dropSmaller is better−8.9%

15.3%VolatilityLower is calmer13.6%

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

0–7SPYM wins

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

More Ways to See the Pairs

ESGV vs SPYM: Top 5 Holdings

Today

ESGV

30.7%in top 5

SPYM

in top 527.7%

ESGVStockSPYM

8.9%NVDA7.3%

8.0%AAPL7.7%

6.4%MSFT6.2%

4.0%AMZN3.9%

3.3%GOOGL2.6%

Held in common80.3%

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

ESGV vs SPYM Returns, Every Period

VanguardESGV

+9.9%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

ESGVSPYMFaded: behind in that period

0–3SPYM wins

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

Stocks vs Core: ESGV vs SPYM

YTD

VanguardESGV

+7.6%

SPYMSPDR

+8.4%

+7.6%Year to date+8.4%

−11.6%Worst drop · 1Y−8.9%

15.3%Volatility · 1Y13.6%

0.9%Yield1.1%

$13.4BAssets$182B

4–0SPYM wins

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

Cost, Income and Risk

Fees: ESGV, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

ESGV0.09%$9

SPY0.09%$9

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

Yields: ESGV, SPYM, SPY

1.06%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.06%$106

SPY1.03%$103

ESGV0.92%$92

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

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

SPY$103 − $9 = $94

ESGV$92 − $9 = $83

KeptFee

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

Overlap: ESGV, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

ESGVSPYMSPY

ESGV—80.3%80.3%

SPYM80.3%—99.9%

SPY80.3%99.9%—

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

Return vs Bumpiness: 3 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

ESGVWorst drop−11.6%15.3% vol

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

Paid More vs Made More

YTD

SPYMSPY

+8.4%Year to date+8.3%

1.1%Yield1.0%

+9.8%Past year+9.7%

0.02%Fee0.09%

4–0SPYM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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