ESG vs DIA

AESG

BDIA

Measures won4–2ESG wins · of 6 · 5Y

$10,000 · 5Y$17,584ESG · DIA $16,375

Lowest cost0.16%DIA · $16 on $10k

Most income1.35%DIA · $135 on $10k

Smallest drop−8.7%ESG · worst fall in 1Y

Held in common28.6%ESG and DIA

ESG

DIA

Northern Trust STOXX US ESG Select ETF · $139MState Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B

+23.2%3 years · per year$18,693 · $16,984+19.3%

+11.9%5 years · per year$17,584 · $16,375+10.4%

0.33%Expense ratio$33 · $16 on $10k · lower wins0.16%

0.81%12-mo yield$81 · $135 on $10k1.35%

−8.7%Worst dropSmaller wins−9.8%

11.6%VolatilityLower wins12.9%

4–2ESG wins

$10,000 · 5 yearsOne scale

Shared top holdingsESG · DIA

5.2%MSFT6.0%

4.0%JPM3.9%

4.9%AAPL3.8%

2.8%JNJ3.1%

Held in common28.6%

End-of-day Nov 4, 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	AESG	Northern Trust STOXX US ESG Select ETFRead Desk		0.33%	0.81%	+1.8%	+17.6%	+19.0%	+23.2%	+11.9%	−8.7%	$139M
2	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk		0.16%	1.35%	+3.1%	+12.2%	+14.2%	+19.3%	+10.4%	−9.8%	$44.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AESG	Northern Trust STOXX US ESG Select ETFRead Desk		0.33%	0.81%	+1.8%	+17.6%	+19.0%	+23.2%	+11.9%	−8.7%	$139M
2	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk		0.16%	1.35%	+3.1%	+12.2%	+14.2%	+19.3%	+10.4%	−9.8%	$44.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ESG vs DIA

ESG

Northern Trust STOXX US ESG Select

$17,584

DIA

SPDR Dow Jones Industrial Average ETF Trust

$16,375

MeasureESGDIA

Fee0.33%0.16%

Cost on $10k a year$33$16

Yield0.81%1.35%

5 years, per year+11.9%+10.4%

3 years, per year+23.2%+19.3%

Worst drop · 1Y−8.7%−9.8%

Volatility · 1Y11.6%12.9%

4–2measures won
ESG first

28.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

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

Overlap: ESG, DIA

Today

28.6%most shared, ESG and DIA

ESGDIA

ESG—28.6%

DIA28.6%—

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

Income After Fees on $10,000

$119most kept, DIA

DIA$135 − $16 = $119

ESG$81 − $33 = $48

KeptFee

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