ESG vs VOO

AESG

BVOO

Measures won2–4VOO wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%VOO · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common52.1%ESG and VOO

ESG

VOO

Northern Trust STOXX US ESG Select ETF · $133MVanguard S&P 500 ETF · $1.00T

+20.8%3 years · per year$17,646 · $18,079+21.8%

+10.7%5 years · per year$16,634 · $17,177+11.4%

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

0.85%12-mo yield$85 · $110 on $10k1.10%

−8.7%Worst dropSmaller wins−8.9%

12.3%VolatilityLower wins13.5%

2–4VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsESG · VOO

5.4%MSFT5.8%

5.3%AAPL7.4%

4.2%NVDA8.4%

4.0%AVGO2.5%

Held in common52.1%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	AESG	Northern Trust STOXX US ESG Select ETFRead Desk	0.33%	0.85%	−0.1%	+12.7%	+14.7%	+20.8%	+10.7%	−8.7%	$133M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	AESG	Northern Trust STOXX US ESG Select ETFRead Desk	0.33%	0.85%	−0.1%	+12.7%	+14.7%	+20.8%	+10.7%	−8.7%	$133M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ESG vs VOO

ESG

Northern Trust STOXX US ESG Select

$16,635

VOO

Vanguard S&P 500

$17,177

MeasureESGVOO

Fee0.33%0.03%

Cost on $10k a year$33$3

Yield0.85%1.10%

5 years, per year+10.7%+11.4%

3 years, per year+20.8%+21.8%

Worst drop · 1Y−8.7%−8.9%

Volatility · 1Y12.3%13.5%

4–2measures won
VOO first

52.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: ESG, VOO, IVV

Today

92.2%most shared, VOO and IVV

ESGVOOIVV

ESG—52.1%54.0%

VOO52.1%—92.2%

IVV54.0%92.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

ESG$85 − $33 = $52

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee