ESGD vs SPDW

AESGD

BSPDW

Measures won2–4SPDW wins · of 6 · 5Y

$10,000 · 5Y$15,649VT · SPDW $15,100

Lowest cost0.03%SPDW · $3 on $10k

Most income3.38%ESGD · $338 on $10k

Smallest drop−9.7%VT · worst fall in 1Y

Held in common51.9%ESGD and SPDW

ESGD

SPDW

iShares ESG Aware MSCI EAFE ETF · $11.6BState Street SPDR Portfolio Developed World ex-US ETF · $41.0B

+18.1%3 years · per year$16,479 · $17,462+20.4%

+7.8%5 years · per year$14,586 · $15,100+8.6%

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

3.38%12-mo yield$338 · $314 on $10k3.14%

−11.7%Worst dropSmaller wins−11.5%

16.4%VolatilityLower wins17.9%

2–4SPDW wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsESGD · SPDW

2.7%ASML.AS1.7%

1.3%ROP.SW1.0%

1.6%NOVN.SW0.9%

1.4%HSBA.L0.9%

Held in common51.9%

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 Four

5Y4 funds

#
1	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
2	BSPDW	State Street SPDR Portfolio Developed World ex-US ETFRead Desk	0.03%	3.14%	−0.5%	+10.1%	+14.9%	+20.4%	+8.6%	−11.5%	$41.0B
3	AESGD	iShares ESG Aware MSCI EAFE ETFRead Desk	0.20%	3.38%	−0.7%	+8.1%	+11.7%	+18.1%	+7.8%	−11.7%	$11.6B
4	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.45%	+0.1%	+8.1%	+11.6%	+19.2%	+7.7%	−11.3%	$163.2B

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

All Four

5Y4 funds

#
1	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
2	BSPDW	State Street SPDR Portfolio Developed World ex-US ETFRead Desk	0.03%	3.14%	−0.5%	+10.1%	+14.9%	+20.4%	+8.6%	−11.5%	$41.0B
3	AESGD	iShares ESG Aware MSCI EAFE ETFRead Desk	0.20%	3.38%	−0.7%	+8.1%	+11.7%	+18.1%	+7.8%	−11.7%	$11.6B
4	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.45%	+0.1%	+8.1%	+11.6%	+19.2%	+7.7%	−11.3%	$163.2B

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

ESGD vs SPDW

ESGD

iShares ESG Aware MSCI EAFE

$14,586

SPDW

SPDR Portfolio Developed World ex-US

$15,100

MeasureESGDSPDW

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield3.38%3.14%

5 years, per year+7.8%+8.6%

3 years, per year+18.1%+20.4%

Worst drop · 1Y−11.7%−11.5%

Volatility · 1Y16.4%17.9%

4–2measures won
SPDW first

51.9%

holdings shared

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

VXUS vs IXUS

YTD

VanguardVXUS

+8.1%

IXUSiShares

+8.2%

+8.1%Year to date+8.2%

2.5%Yield3.1%

$163BAssets$56.4B

2–0IXUS 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: ESGD, SPDW, VXUS, VT

Today

59.2%most shared, SPDW and VXUS

ESGDSPDWVXUSVT

ESGD—51.9%35.7%13.8%

SPDW51.9%—59.2%21.5%

VXUS35.7%59.2%—29.9%

VT13.8%21.5%29.9%—

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

Income After Fees on $10,000

$318most kept, ESGD

ESGD$338 − $20 = $318

SPDW$314 − $3 = $311

VXUS$245 − $5 = $240

VT$159 − $6 = $153

KeptFee

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