ESGD vs VT

AESGD

BVT

Measures won1–5VT wins · of 6 · 5Y

$10,000 · 5Y$15,649VT · ESGD $14,586

Lowest cost0.06%VT · $6 on $10k

Most income3.38%ESGD · $338 on $10k

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

Held in common13.8%ESGD and VT

ESGD

iShares ESG Aware MSCI EAFE ETF · $11.7BVanguard Total World Stock ETF · $81.8B

+18.1%3 years · per year$16,479 · $17,563+20.7%

+7.8%5 years · per year$14,586 · $15,649+9.4%

0.20%Expense ratio$20 · $6 on $10k · lower wins0.06%

3.38%12-mo yield$338 · $159 on $10k1.59%

−11.7%Worst dropSmaller wins−9.7%

16.4%VolatilityLower wins14.7%

1–5VT wins

$10,000 · 5 yearsOne scale

Shared top holdingsESGD · VT

2.7%ASML.AS0.6%

1.4%HSBA.L0.3%

1.1%SHEL.L0.2%

1.6%NOVN.SW0.2%

Held in common13.8%

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

Both

5Y2 funds

#			Trend
1	BVT	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	AESGD	iShares ESG Aware MSCI EAFE ETFRead Desk		0.20%	3.38%	−0.7%	+8.1%	+11.7%	+18.1%	+7.8%	−11.7%	$11.7B

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

Both

5Y2 funds

#			Trend
1	BVT	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	AESGD	iShares ESG Aware MSCI EAFE ETFRead Desk		0.20%	3.38%	−0.7%	+8.1%	+11.7%	+18.1%	+7.8%	−11.7%	$11.7B

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 VT

ESGD

iShares ESG Aware MSCI EAFE

$14,586

Vanguard Total World Stock

$15,649

MeasureESGDVT

Fee0.20%0.06%

Cost on $10k a year$20$6

Yield3.38%1.59%

5 years, per year+7.8%+9.4%

3 years, per year+18.1%+20.7%

Worst drop · 1Y−11.7%−9.7%

Volatility · 1Y16.4%14.7%

5–1measures won
VT first

13.8%

holdings shared

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: ESGD, VT

Today

13.8%most shared, ESGD and VT

ESGDVT

ESGD—13.8%

VT13.8%—

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

VT$159 − $6 = $153

KeptFee

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