ESG vs SCHB

AESG

BSCHB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,584ESG · SCHB $17,270

Lowest cost0.03%SCHB · $3 on $10k

Most income1.04%SCHB · $104 on $10k

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

Held in common50.8%ESG and SCHB

ESG

SCHB

Northern Trust STOXX US ESG Select ETF · $139MSchwab U.S. Broad Market ETF · $44.9B

+23.2%3 years · per year$18,693 · $19,056+24.0%

+11.9%5 years · per year$17,584 · $17,270+11.5%

0.33%Expense ratio$33 · $3 on $10k · lower wins0.03%

0.81%12-mo yield$81 · $104 on $10k1.04%

−8.7%Worst dropSmaller wins−8.9%

11.6%VolatilityLower wins13.1%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsESG · SCHB

5.2%MSFT5.3%

4.9%AAPL6.6%

4.6%NVDA6.8%

4.5%AVGO2.2%

Held in common50.8%

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	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$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	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$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 SCHB

ESG

Northern Trust STOXX US ESG Select

$17,584

SCHB

Schwab U.S. Broad Market

$17,270

MeasureESGSCHB

Fee0.33%0.03%

Cost on $10k a year$33$3

Yield0.81%1.04%

5 years, per year+11.9%+11.5%

3 years, per year+23.2%+24.0%

Worst drop · 1Y−8.7%−8.9%

Volatility · 1Y11.6%13.1%

3–3measures won
level

50.8%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI wins

End-of-day Nov 4, 2026

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

Overlap: ESG, SCHB

Today

50.8%most shared, ESG and SCHB

ESGSCHB

ESG—50.8%

SCHB50.8%—

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

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

ESG$81 − $33 = $48

KeptFee

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