ESGD vs VOO

AESGD

BVOO

Measures won1–5VOO wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · VOO $18,115

Lowest cost0.03%VOO · $3 on $10k

Most income3.26%ESGD · $326 on $10k

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

Held in common0.0%ESGD and VOO

ESGD

VOO

iShares ESG Aware MSCI EAFE ETF · $12.0BVanguard S&P 500 ETF · $1.00T

+20.1%3 years · per year$17,340 · $19,172+24.2%

+8.8%5 years · per year$15,219 · $18,115+12.6%

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

3.26%12-mo yield$326 · $105 on $10k1.05%

−11.7%Worst dropSmaller wins−8.9%

16.2%VolatilityLower wins12.8%

1–5VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsESGD · VOO

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

Held in common0.0%

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
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 VOO

ESGD

iShares ESG Aware MSCI EAFE

$15,219

VOO

Vanguard S&P 500

$18,115

MeasureESGDVOO

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield3.26%1.05%

5 years, per year+8.8%+12.6%

3 years, per year+20.1%+24.2%

Worst drop · 1Y−11.7%−8.9%

Volatility · 1Y16.2%12.8%

5–1measures won
VOO first

0.0%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

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, VOO, IVV

Today

94.5%most shared, VOO and IVV

ESGDVOOIVV

ESGD—0.0%0.0%

VOO0.0%—94.5%

IVV0.0%94.5%—

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

IVV$109 − $3 = $106

VOO$105 − $3 = $102

KeptFee

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