ESGD vs SPY

AESGD

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · SPY $17,493

Lowest cost0.03%VEA · $3 on $10k

Most income3.28%ESGD · $328 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common0.0%ESGD and SPY

ESGD

SPY

iShares ESG Aware MSCI EAFE ETF · $11.9BState Street SPDR S&P 500 ETF · $778B

+18.5%3 years · per year$16,660 · $18,118+21.9%

+8.3%5 years · per year$14,884 · $17,493+11.8%

0.20%Expense ratio$20 · $9 on $10k · lower wins0.09%

3.28%12-mo yield$328 · $101 on $10k1.01%

−11.7%Worst dropSmaller wins−8.9%

16.7%VolatilityLower wins13.7%

1–5SPY wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsESGD · SPY

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+2.9%	+12.9%	+18.8%	+20.5%	+9.2%	−11.6%	$231.6B
4	AESGD	iShares ESG Aware MSCI EAFE ETFRead Desk	0.20%	3.28%	+3.1%	+11.4%	+15.5%	+18.5%	+8.3%	−11.7%	$11.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+2.9%	+12.9%	+18.8%	+20.5%	+9.2%	−11.6%	$231.6B
4	AESGD	iShares ESG Aware MSCI EAFE ETFRead Desk	0.20%	3.28%	+3.1%	+11.4%	+15.5%	+18.5%	+8.3%	−11.7%	$11.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ESGD vs SPY

ESGD

iShares ESG Aware MSCI EAFE

$14,884

SPY

SPDR S&P 500

$17,493

MeasureESGDSPY

Fee0.20%0.09%

Cost on $10k a year$20$9

Yield3.28%1.01%

5 years, per year+8.3%+11.8%

3 years, per year+18.5%+21.9%

Worst drop · 1Y−11.7%−8.9%

Volatility · 1Y16.7%13.7%

5–1measures won
SPY first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VEA vs IEFA

YTD

VanguardVEA

+12.9%

IEFAiShares

+11.1%

+12.9%Year to date+11.1%

2.4%Yield3.4%

$232BAssets$193B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

Overlap: ESGD, SPY, VEA, IVV

Today

99.9%most shared, SPY and IVV

ESGDSPYVEAIVV

ESGD—0.0%48.6%0.0%

SPY0.0%—0.0%99.9%

VEA48.6%0.0%—0.0%

IVV0.0%99.9%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$308most kept, ESGD

ESGD$328 − $20 = $308

VEA$244 − $3 = $241

IVV$111 − $3 = $108

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee