ESGD vs SPDW

AESGD

BSPDW

Measures won2–4SPDW wins · of 6 · 5Y

$10,000 · 5Y$15,389SPDW · ESGD $14,786

Lowest cost0.03%SPDW · $3 on $10k

Most income3.34%ESGD · $334 on $10k

Smallest drop−11.5%SPDW · worst fall in 1Y

Held in common24.8%ESGD and SPDW

ESGD

SPDW

iShares ESG Aware MSCI EAFE ETF · $11.7BState Street SPDR Portfolio Developed World ex-US ETF · $41.1B

+19.6%3 years · per year$17,113 · $18,305+22.3%

+8.1%5 years · per year$14,786 · $15,389+9.0%

0.20%Expense ratio$20 · $3 on $10k · lower wins0.03%

3.34%12-mo yield$334 · $308 on $10k3.08%

−11.7%Worst dropSmaller wins−11.5%

16.0%VolatilityLower wins17.5%

2–4SPDW wins

$10,000 · 5 yearsOne scale

Shared top holdingsESGD · SPDW

1.3%ROP.SW1.0%

1.6%NOVN.SW0.9%

0.9%8306.T0.8%

1.1%NESN.SW0.8%

Held in common24.8%

End-of-day Nov 3, 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	BSPDW	State Street SPDR Portfolio Developed World ex-US ETFRead Desk		0.03%	3.08%	−0.4%	+12.5%	+16.8%	+22.3%	+9.0%	−11.5%	$41.1B
2	AESGD	iShares ESG Aware MSCI EAFE ETFRead Desk		0.20%	3.34%	−0.5%	+9.4%	+12.6%	+19.6%	+8.1%	−11.7%	$11.7B

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

Both

5Y2 funds

#			Trend
1	BSPDW	State Street SPDR Portfolio Developed World ex-US ETFRead Desk		0.03%	3.08%	−0.4%	+12.5%	+16.8%	+22.3%	+9.0%	−11.5%	$41.1B
2	AESGD	iShares ESG Aware MSCI EAFE ETFRead Desk		0.20%	3.34%	−0.5%	+9.4%	+12.6%	+19.6%	+8.1%	−11.7%	$11.7B

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

Cards for this view

ESGD vs SPDW

ESGD

iShares ESG Aware MSCI EAFE

$14,786

SPDW

SPDR Portfolio Developed World ex-US

$15,389

MeasureESGDSPDW

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield3.34%3.08%

5 years, per year+8.1%+9.0%

3 years, per year+19.6%+22.3%

Worst drop · 1Y−11.7%−11.5%

Volatility · 1Y16.0%17.5%

4–2measures won
SPDW first

24.8%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: ESGD, SPDW

Today

24.8%most shared, ESGD and SPDW

ESGDSPDW

ESGD—24.8%

SPDW24.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$314most kept, ESGD

ESGD$334 − $20 = $314

SPDW$308 − $3 = $305

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee