ESGD vs SPYM

AESGD

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · IVV $17,151

Lowest cost0.02%SPYM · $2 on $10k

Most income3.36%ESGD · $336 on $10k

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

Held in common0.0%ESGD and SPYM

ESGD

SPYM

iShares ESG Aware MSCI EAFE ETF · $11.7BState Street SPDR Portfolio S&P 500 ETF · $182B

+18.8%3 years · per year$16,770 · $18,222+22.1%

+7.9%5 years · per year$14,616 · $17,164+11.4%

0.20%Expense ratio$20 · $2 on $10k · lower wins0.02%

3.36%12-mo yield$336 · $106 on $10k1.06%

−11.7%Worst dropSmaller wins−8.9%

16.4%VolatilityLower wins13.6%

1–5SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsESGD · SPYM

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

Held in common0.0%

End-of-day Nov 5, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	AESGD	iShares ESG Aware MSCI EAFE ETFRead Desk	0.20%	3.36%	−2.9%	+8.9%	+13.2%	+18.8%	+7.9%	−11.7%	$11.7B

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

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	AESGD	iShares ESG Aware MSCI EAFE ETFRead Desk	0.20%	3.36%	−2.9%	+8.9%	+13.2%	+18.8%	+7.9%	−11.7%	$11.7B

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

Cards for this view

ESGD vs SPYM

ESGD

iShares ESG Aware MSCI EAFE

$14,616

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureESGDSPYM

Fee0.20%0.02%

Cost on $10k a year$20$2

Yield3.36%1.06%

5 years, per year+7.9%+11.4%

3 years, per year+18.8%+22.1%

Worst drop · 1Y−11.7%−8.9%

Volatility · 1Y16.4%13.6%

5–1measures won
SPYM first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: ESGD, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

ESGDSPYMIVV

ESGD—0.0%0.0%

SPYM0.0%—99.9%

IVV0.0%99.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$316most kept, ESGD

ESGD$336 − $20 = $316

IVV$114 − $3 = $111

SPYM$106 − $2 = $104

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee