ESGD vs VT

AESGD

BVT

Measures won1–5VT wins · of 6 · 5Y

$10,000 · 5Y$15,957VT · EFA $15,117

Lowest cost0.06%VT · $6 on $10k

Most income3.28%ESGD · $328 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 · $11.9BVanguard Total World Stock ETF · $81.8B

+18.5%3 years · per year$16,660 · $17,661+20.9%

+8.3%5 years · per year$14,884 · $15,957+9.8%

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

3.28%12-mo yield$328 · $155 on $10k1.55%

−11.7%Worst dropSmaller wins−9.7%

16.7%VolatilityLower wins14.9%

1–5VT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsESGD · VT

2.8%ASML.AS0.6%

1.4%HSBA.L0.3%

1.1%SHEL.L0.2%

1.7%NOVN.SW0.2%

Held in common13.8%

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 Three

5Y3 funds

#
1	BVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.55%	+2.6%	+11.3%	+14.3%	+20.9%	+9.8%	−9.7%	$81.8B
2	EFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.21%	+3.0%	+11.0%	+15.6%	+18.7%	+8.6%	−11.4%	$77.7B
3	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 Three

5Y3 funds

#
1	BVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.55%	+2.6%	+11.3%	+14.3%	+20.9%	+9.8%	−9.7%	$81.8B
2	EFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.21%	+3.0%	+11.0%	+15.6%	+18.7%	+8.6%	−11.4%	$77.7B
3	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 VT

ESGD

iShares ESG Aware MSCI EAFE

$14,884

Vanguard Total World Stock

$15,957

MeasureESGDVT

Fee0.20%0.06%

Cost on $10k a year$20$6

Yield3.28%1.55%

5 years, per year+8.3%+9.8%

3 years, per year+18.5%+20.9%

Worst drop · 1Y−11.7%−9.7%

Volatility · 1Y16.7%14.9%

5–1measures won
VT first

13.8%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

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

Overlap: ESGD, VT, EFA

Today

69.8%most shared, ESGD and EFA

ESGDVTEFA

ESGD—13.8%69.8%

VT13.8%—17.5%

EFA69.8%17.5%—

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

EFA$321 − $32 = $289

VT$155 − $6 = $149

KeptFee

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