ESG vs SPY

AESG

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · ESG $16,727

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

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

Held in common54.1%ESG and SPY

ESG

SPY

Northern Trust STOXX US ESG Select ETF · $139MState Street SPDR S&P 500 ETF · $805B

+21.3%3 years · per year$17,841 · $18,174+22.0%

+10.8%5 years · per year$16,727 · $17,099+11.3%

0.33%Expense ratio$33 · $9 on $10k · lower wins0.09%

0.85%12-mo yield$85 · $103 on $10k1.03%

−8.7%Worst dropSmaller wins−8.9%

12.3%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsESG · SPY

5.4%MSFT6.2%

5.1%AAPL7.7%

4.4%NVDA7.3%

4.3%AVGO2.3%

Held in common54.1%

End-of-day Nov 5, 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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AESG	Northern Trust STOXX US ESG Select ETFRead Desk		0.33%	0.85%	−4.0%	+12.9%	+15.3%	+21.3%	+10.8%	−8.7%	$139M

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AESG	Northern Trust STOXX US ESG Select ETFRead Desk		0.33%	0.85%	−4.0%	+12.9%	+15.3%	+21.3%	+10.8%	−8.7%	$139M

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

Cards for this view

ESG vs SPY

ESG

Northern Trust STOXX US ESG Select

$16,727

SPY

SPDR S&P 500

$17,099

MeasureESGSPY

Fee0.33%0.09%

Cost on $10k a year$33$9

Yield0.85%1.03%

5 years, per year+10.8%+11.3%

3 years, per year+21.3%+22.0%

Worst drop · 1Y−8.7%−8.9%

Volatility · 1Y12.3%13.6%

4–2measures won
SPY first

54.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: ESG, SPY

Today

54.1%most shared, ESG and SPY

ESGSPY

ESG—54.1%

SPY54.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

ESG$85 − $33 = $52

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee