ESG vs VTV

AESG

BVTV

Measures won0–6VTV wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · ESG $16,634

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common48.1%ESG and VTV

ESG

VTV

Northern Trust STOXX US ESG Select ETF · $133MVanguard Morningstar Value ETF · $184B

+20.8%3 years · per year$17,646 · $17,687+20.9%

+10.7%5 years · per year$16,634 · $17,585+12.0%

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

0.85%12-mo yield$85 · $187 on $10k1.87%

−8.7%Worst dropSmaller wins−6.4%

12.3%VolatilityLower wins10.7%

0–6VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsESG · VTV

3.3%MU4.6%

4.0%JPM3.3%

3.6%BRK-B2.9%

3.1%XOM2.6%

Held in common48.1%

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

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	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

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	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 VTV

ESG

Northern Trust STOXX US ESG Select

$16,635

VTV

Vanguard Morningstar Value

$17,585

MeasureESGVTV

Fee0.33%0.03%

Cost on $10k a year$33$3

Yield0.85%1.87%

5 years, per year+10.7%+12.0%

3 years, per year+20.8%+20.9%

Worst drop · 1Y−8.7%−6.4%

Volatility · 1Y12.3%10.7%

6–0measures won
VTV first

48.1%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV 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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: ESG, VTV

Today

48.1%most shared, ESG and VTV

ESGVTV

ESG—48.1%

VTV48.1%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

ESG$85 − $33 = $52

KeptFee

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