ERTH vs SPY

AERTH

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · ERTH $6,161

Lowest cost0.09%SPY · $9 on $10k

Most income2.00%ERTH · $200 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common6.8%ERTH and SPY

ERTH

SPY

Invesco MSCI Sustainable Future ETF · $121MState Street SPDR S&P 500 ETF · $805B

+3.5%3 years · per year$11,080 · $18,174+22.0%

−9.2%5 years · per year$6,161 · $17,099+11.3%

0.68%Expense ratio$68 · $9 on $10k · lower wins0.09%

2.00%12-mo yield$200 · $103 on $10k1.03%

−19.8%Worst dropSmaller wins−8.9%

17.3%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsERTH · SPY

5.0%NVDA7.3%

6.0%TSLA1.6%

5.3%DLR0.1%

3.1%FSLR0.0%

Held in common6.8%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AERTH	Invesco MSCI Sustainable Future ETFRead Desk		0.68%	2.00%	−2.7%	−10.6%	−10.3%	+3.5%	−9.2%	−19.8%	$121M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AERTH	Invesco MSCI Sustainable Future ETFRead Desk		0.68%	2.00%	−2.7%	−10.6%	−10.3%	+3.5%	−9.2%	−19.8%	$121M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ERTH vs SPY

ERTH

Invesco MSCI Sustainable Future

$6,161

SPY

SPDR S&P 500

$17,099

MeasureERTHSPY

Fee0.68%0.09%

Cost on $10k a year$68$9

Yield2.00%1.03%

5 years, per year−9.2%+11.3%

3 years, per year+3.5%+22.0%

Worst drop · 1Y−19.8%−8.9%

Volatility · 1Y17.3%13.6%

5–1measures won
SPY first

6.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: ERTH, SPY

Today

6.8%most shared, ERTH and SPY

ERTHSPY

ERTH—6.8%

SPY6.8%—

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

Income After Fees on $10,000

$132most kept, ERTH

ERTH$200 − $68 = $132

SPY$103 − $9 = $94

KeptFee

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