ESGD vs SPY5YESGDESGDAvsBSPYSPYiShares ESG Aware MSCI EAFE ETF · $11.9BState Street SPDR S&P 500 ETF · $792BReturns · dividends in+18.2%3 years · per year$16,496 · $18,083+21.8%+8.1%5 years · per year$14,728 · $17,481+11.8%Cost and income0.20%Expense ratio$20 · $9 on $10k · lower wins0.09%3.30%
Overlap: ESGD, SPY, VTToday55.2%most shared, SPY and VTESGDSPYVTESGD—0.0%13.8%SPY0.0%—55.2%VT13.8%55.2%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
ESGD vs SPY5YAESGDiShares ESG Aware MSCI EAFE$14,728vsSPYBSPDR S&P 500$17,481$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.00%+1.3%+12.3%+12.7%+21.8%+11.8%−8.9%$791.9B2VTVanguard Total World Stock ETFReadDesk0.06%1.54%+1.1%+12.0%+13.2%+20.7%+9.8%−9.7%$81.8B3AESGDiShares ESG Aware MSCI EAFE ETFReadDesk0.20%3.30%+0.2%+11.0%+13.4%+18.2%+8.1%−11.7%$11.9BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.00%+1.3%+12.3%+12.7%+21.8%+11.8%−8.9%$791.9B2VTVanguard Total World Stock ETFReadDesk0.06%1.54%+1.1%+12.0%+13.2%+20.7%+9.8%−9.7%$81.8B3AESGDiShares ESG Aware MSCI EAFE ETFReadDesk0.20%3.30%+0.2%+11.0%+13.4%+18.2%+8.1%−11.7%$11.9BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+12.4%vsBSSPYSPDR+12.3%Jan 1Nov 11+12.4%+12.3%+12.4%Year to date+12.3%1.0%Yield1.0%$183BAssets$792B1–0SPYM winsEnd-of-day Nov 11, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 11, 2026
Overlap: ESGD, SPY, VTToday55.2%most shared, SPY and VTESGDSPYVTESGD—0.0%13.8%SPY0.0%—55.2%VT13.8%55.2%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$310most kept, ESGDESGD$330 − $20 = $310VT$154 − $6 = $148SPY$100 − $9 = $91KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee