ESG vs IWB

AESG

BIWB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,584ESG · IWB $17,459

Lowest cost0.15%IWB · $15 on $10k

Most income0.91%IWB · $91 on $10k

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

Held in common52.2%ESG and IWB

ESG

IWB

Northern Trust STOXX US ESG Select ETF · $139MiShares Russell 1000 ETF · $48.5B

+23.2%3 years · per year$18,693 · $19,023+23.9%

+11.9%5 years · per year$17,584 · $17,459+11.8%

0.33%Expense ratio$33 · $15 on $10k · lower wins0.15%

0.81%12-mo yield$81 · $91 on $10k0.91%

−8.7%Worst dropSmaller wins−8.9%

11.6%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsESG · IWB

5.2%MSFT5.5%

4.9%AAPL6.9%

4.6%NVDA6.9%

4.5%AVGO2.2%

Held in common52.2%

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	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$48.5B

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	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$48.5B

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 IWB

ESG

Northern Trust STOXX US ESG Select

$17,584

IWB

iShares Russell 1000

$17,459

MeasureESGIWB

Fee0.33%0.15%

Cost on $10k a year$33$15

Yield0.81%0.91%

5 years, per year+11.9%+11.8%

3 years, per year+23.2%+23.9%

Worst drop · 1Y−8.7%−8.9%

Volatility · 1Y11.6%12.9%

3–3measures won
level

52.2%

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, IWB

Today

52.2%most shared, ESG and IWB

ESGIWB

ESG—52.2%

IWB52.2%—

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

Income After Fees on $10,000

$76most kept, IWB

IWB$91 − $15 = $76

ESG$81 − $33 = $48

KeptFee

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