ESGD vs SPDW

AESGD

BSPDW

Measures won2–4SPDW wins · of 6 · 5Y

$10,000 · 5Y$15,893VEA · SPDW $15,799

Lowest cost0.03%SPDW · $3 on $10k

Most income3.26%ESGD · $326 on $10k

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

Held in common51.6%ESGD and SPDW

ESGD

SPDW

iShares ESG Aware MSCI EAFE ETF · $12.0BState Street SPDR Portfolio Developed World ex-US ETF · $40.8B

+20.1%3 years · per year$17,340 · $18,473+22.7%

+8.8%5 years · per year$15,219 · $15,799+9.6%

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

3.26%12-mo yield$326 · $301 on $10k3.01%

−11.7%Worst dropSmaller wins−11.5%

16.2%VolatilityLower wins17.6%

2–4SPDW wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsESGD · SPDW

3.0%ASML.AS1.8%

1.3%ROP.SW1.0%

1.2%SHEL.L0.9%

1.6%NOVN.SW0.9%

Held in common51.6%

End-of-day Nov 4, 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	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.41%	+2.1%	+14.4%	+18.9%	+22.5%	+9.7%	−11.6%	$231.6B
2	BSPDW	State Street SPDR Portfolio Developed World ex-US ETFRead Desk	0.03%	3.01%	+2.2%	+14.9%	+19.0%	+22.7%	+9.6%	−11.5%	$40.8B
3	AESGD	iShares ESG Aware MSCI EAFE ETFRead Desk	0.20%	3.26%	+2.5%	+12.2%	+15.5%	+20.1%	+8.8%	−11.7%	$12.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.41%	+2.1%	+14.4%	+18.9%	+22.5%	+9.7%	−11.6%	$231.6B
2	BSPDW	State Street SPDR Portfolio Developed World ex-US ETFRead Desk	0.03%	3.01%	+2.2%	+14.9%	+19.0%	+22.7%	+9.6%	−11.5%	$40.8B
3	AESGD	iShares ESG Aware MSCI EAFE ETFRead Desk	0.20%	3.26%	+2.5%	+12.2%	+15.5%	+20.1%	+8.8%	−11.7%	$12.0B

End-of-day Nov 4, 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

$15,219

SPDW

SPDR Portfolio Developed World ex-US

$15,799

MeasureESGDSPDW

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield3.26%3.01%

5 years, per year+8.8%+9.6%

3 years, per year+20.1%+22.7%

Worst drop · 1Y−11.7%−11.5%

Volatility · 1Y16.2%17.6%

4–2measures won
SPDW first

51.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VEA vs IEFA

YTD

VanguardVEA

+14.4%

IEFAiShares

+11.9%

+14.4%Year to date+11.9%

2.4%Yield3.3%

$232BAssets$193B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: ESGD, SPDW, VEA

Today

80.5%most shared, SPDW and VEA

ESGDSPDWVEA

ESGD—51.6%48.7%

SPDW51.6%—80.5%

VEA48.7%80.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$306most kept, ESGD

ESGD$326 − $20 = $306

SPDW$301 − $3 = $298

VEA$241 − $3 = $238

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee