ESGG vs SCHD

AESGG

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,690ESGG · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common3.8%ESGG and SCHD

ESGG

SCHD

Northern Trust STOXX Global ESG Select ETF · $118MSchwab U.S. Dividend Equity ETF · $121B

+24.1%3 years · per year$19,105 · $17,908+21.4%

+12.1%5 years · per year$17,690 · $16,881+11.0%

0.45%Expense ratio$45 · $6 on $10k · lower wins0.06%

1.25%12-mo yield$125 · $291 on $10k2.91%

−9.2%Worst dropSmaller wins−6.9%

13.5%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsESGG · SCHD

1.3%MRK3.7%

1.0%KO4.2%

0.4%ABT3.9%

0.4%QCOM3.8%

Held in common3.8%

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

Both

5Y2 funds

#			Trend
1	AESGG	Northern Trust STOXX Global ESG Select ETFRead Desk		0.45%	1.25%	+1.7%	+18.0%	+20.7%	+24.1%	+12.1%	−9.2%	$118M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AESGG	Northern Trust STOXX Global ESG Select ETFRead Desk		0.45%	1.25%	+1.7%	+18.0%	+20.7%	+24.1%	+12.1%	−9.2%	$118M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B

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

ESGG vs SCHD

ESGG

Northern Trust STOXX Global ESG Select

$17,690

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureESGGSCHD

Fee0.45%0.06%

Cost on $10k a year$45$6

Yield1.25%2.91%

5 years, per year+12.1%+11.0%

3 years, per year+24.1%+21.4%

Worst drop · 1Y−9.2%−6.9%

Volatility · 1Y13.5%11.5%

4–2measures won
SCHD first

3.8%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: ESGG, SCHD

Today

3.8%most shared, ESGG and SCHD

ESGGSCHD

ESGG—3.8%

SCHD3.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

ESGG$125 − $45 = $80

KeptFee

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