ESG vs DIA

AESG

BDIA

Measures won4–2ESG wins · of 6 · 5Y

$10,000 · 5Y$16,634ESG · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.40%DIA · $140 on $10k

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

Held in common29.1%ESG and DIA

ESG

DIA

Northern Trust STOXX US ESG Select ETF · $133MState Street SPDR Dow Jones Industrial Average ETF Trust · $45.9B

+20.8%3 years · per year$17,646 · $16,149+17.3%

+10.7%5 years · per year$16,634 · $15,590+9.3%

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

0.85%12-mo yield$85 · $140 on $10k1.40%

−8.7%Worst dropSmaller wins−9.8%

12.3%VolatilityLower wins13.4%

4–2ESG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsESG · DIA

5.4%MSFT6.2%

5.3%AAPL4.0%

4.0%JPM3.9%

3.0%JNJ3.1%

Held in common29.1%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AESG	Northern Trust STOXX US ESG Select ETFRead Desk	0.33%	0.85%	−0.1%	+12.7%	+14.7%	+20.8%	+10.7%	−8.7%	$133M
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.40%	−0.4%	+7.8%	+9.9%	+17.3%	+9.3%	−9.8%	$45.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AESG	Northern Trust STOXX US ESG Select ETFRead Desk	0.33%	0.85%	−0.1%	+12.7%	+14.7%	+20.8%	+10.7%	−8.7%	$133M
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.40%	−0.4%	+7.8%	+9.9%	+17.3%	+9.3%	−9.8%	$45.9B

End-of-day Nov 6, 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

$16,635

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,590

MeasureESGDIA

Fee0.33%0.16%

Cost on $10k a year$33$16

Yield0.85%1.40%

5 years, per year+10.7%+9.3%

3 years, per year+20.8%+17.3%

Worst drop · 1Y−8.7%−9.8%

Volatility · 1Y12.3%13.4%

4–2measures won
ESG first

29.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: ESG, DIA, VUG

Today

34.2%most shared, ESG and VUG

ESGDIAVUG

ESG—29.1%34.2%

DIA29.1%—20.7%

VUG34.2%20.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$124most kept, DIA

DIA$140 − $16 = $124

ESG$85 − $33 = $52

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee