ESGU vs IWB

AESGU

BIWB

Measures won1–3IWB wins · of 6 · 5Y

$10,000 · 5Y$17,459IWB · ESGU $17,147

Lowest cost0.15%ESGU · $15 on $10k

Most income0.92%ESGU · $92 on $10k

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

Held in common74.8%ESGU and IWB

ESGU

IWB

iShares ESG Aware MSCI USA ETF · $18.1BiShares Russell 1000 ETF · $48.5B

+23.9%3 years · per year$19,025 · $19,023+23.9%

+11.4%5 years · per year$17,147 · $17,459+11.8%

0.15%Expense ratio$15 · $15 on $10k · lower wins0.15%

0.92%12-mo yield$92 · $91 on $10k0.91%

−9.3%Worst dropSmaller wins−8.9%

13.2%VolatilityLower wins12.9%

1–3IWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsESGU · IWB

7.3%NVDA6.9%

7.4%AAPL6.9%

5.7%MSFT5.5%

3.6%AMZN3.5%

Held in common74.8%

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	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$48.5B
2	AESGU	iShares ESG Aware MSCI USA ETFRead Desk		0.15%	0.92%	+1.6%	+13.3%	+12.9%	+23.9%	+11.4%	−9.3%	$18.1B

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	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$48.5B
2	AESGU	iShares ESG Aware MSCI USA ETFRead Desk		0.15%	0.92%	+1.6%	+13.3%	+12.9%	+23.9%	+11.4%	−9.3%	$18.1B

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

ESGU vs IWB

ESGU

iShares ESG Aware MSCI USA

$17,147

IWB

iShares Russell 1000

$17,459

MeasureESGUIWB

Fee0.15%0.15%

Cost on $10k a year$15$15

Yield0.92%0.91%

5 years, per year+11.4%+11.8%

3 years, per year+23.9%+23.9%

Worst drop · 1Y−9.3%−8.9%

Volatility · 1Y13.2%12.9%

3–0measures won
IWB first

74.8%

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%

$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

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

Overlap: ESGU, IWB

Today

74.8%most shared, ESGU and IWB

ESGUIWB

ESGU—74.8%

IWB74.8%—

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

Income After Fees on $10,000

$77most kept, ESGU

ESGU$92 − $15 = $77

IWB$91 − $15 = $76

KeptFee

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