ESG vs SPYM

AESG

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · ESG $16,727

Lowest cost0.02%SPYM · $2 on $10k

Most income1.06%SPYM · $106 on $10k

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

Held in common54.1%ESG and SPYM

ESG

SPYM

Northern Trust STOXX US ESG Select ETF · $139MState Street SPDR Portfolio S&P 500 ETF · $182B

+21.3%3 years · per year$17,841 · $18,222+22.1%

+10.8%5 years · per year$16,727 · $17,164+11.4%

0.33%Expense ratio$33 · $2 on $10k · lower wins0.02%

0.85%12-mo yield$85 · $106 on $10k1.06%

−8.7%Worst dropSmaller wins−8.9%

12.3%VolatilityLower wins13.6%

2–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsESG · SPYM

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
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 SPYM

ESG

Northern Trust STOXX US ESG Select

$16,727

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureESGSPYM

Fee0.33%0.02%

Cost on $10k a year$33$2

Yield0.85%1.06%

5 years, per year+10.8%+11.4%

3 years, per year+21.3%+22.1%

Worst drop · 1Y−8.7%−8.9%

Volatility · 1Y12.3%13.6%

4–2measures won
SPYM 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$819B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: ESG, SPYM

Today

54.1%most shared, ESG and SPYM

ESGSPYM

ESG—54.1%

SPYM54.1%—

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

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

ESG$85 − $33 = $52

KeptFee

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