ESG vs SCHD

AESG

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,584ESG · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common9.4%ESG and SCHD

ESG

SCHD

Northern Trust STOXX US ESG Select ETF · $139MSchwab U.S. Dividend Equity ETF · $123B

+23.2%3 years · per year$18,693 · $17,908+21.4%

+11.9%5 years · per year$17,584 · $16,881+11.0%

0.33%Expense ratio$33 · $6 on $10k · lower wins0.06%

0.81%12-mo yield$81 · $291 on $10k2.91%

−8.7%Worst dropSmaller wins−6.9%

11.6%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsESG · SCHD

1.7%PG4.3%

1.6%KO4.2%

1.6%MRK3.7%

0.7%ABT3.9%

Held in common9.4%

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B

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 SCHD

ESG

Northern Trust STOXX US ESG Select

$17,584

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureESGSCHD

Fee0.33%0.06%

Cost on $10k a year$33$6

Yield0.81%2.91%

5 years, per year+11.9%+11.0%

3 years, per year+23.2%+21.4%

Worst drop · 1Y−8.7%−6.9%

Volatility · 1Y11.6%11.5%

4–2measures won
SCHD first

9.4%

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, SCHD

Today

9.4%most shared, ESG and SCHD

ESGSCHD

ESG—9.4%

SCHD9.4%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

ESG$81 − $33 = $48

KeptFee

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