ESG vs VUG

AESG

BVUG

Measures won4–2ESG wins · of 6 · 5Y

$10,000 · 5Y$16,727ESG · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income0.85%ESG · $85 on $10k

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

Held in common34.8%ESG and VUG

ESG

VUG

Northern Trust STOXX US ESG Select ETF · $139MVanguard Morningstar Growth ETF · $233B

+21.3%3 years · per year$17,841 · $18,532+22.8%

+10.8%5 years · per year$16,727 · $16,052+9.9%

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

0.85%12-mo yield$85 · $43 on $10k0.43%

−8.7%Worst dropSmaller wins−15.1%

12.3%VolatilityLower wins19.0%

4–2ESG wins

$10,000 · 5 yearsOne scale

Shared top holdingsESG · VUG

5.4%MSFT9.7%

5.1%AAPL12.5%

4.4%NVDA13.5%

4.3%AVGO4.3%

Held in common34.8%

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	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
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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	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
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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 VUG

ESG

Northern Trust STOXX US ESG Select

$16,727

VUG

Vanguard Morningstar Growth

$16,052

MeasureESGVUG

Fee0.33%0.03%

Cost on $10k a year$33$3

Yield0.85%0.43%

5 years, per year+10.8%+9.9%

3 years, per year+21.3%+22.8%

Worst drop · 1Y−8.7%−15.1%

Volatility · 1Y12.3%19.0%

4–2measures won
ESG first

34.8%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

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, VUG

Today

34.8%most shared, ESG and VUG

ESGVUG

ESG—34.8%

VUG34.8%—

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

Income After Fees on $10,000

$52most kept, ESG

ESG$85 − $33 = $52

VUG$43 − $3 = $40

KeptFee

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