ESGU vs SCHB

AESGU

BSCHB

Measures won0–6SCHB wins · of 6 · 5Y

$10,000 · 5Y$17,270SCHB · ESGU $17,147

Lowest cost0.03%SCHB · $3 on $10k

Most income1.04%SCHB · $104 on $10k

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

Held in common72.7%ESGU and SCHB

ESGU

SCHB

iShares ESG Aware MSCI USA ETF · $18.1BSchwab U.S. Broad Market ETF · $44.9B

+23.9%3 years · per year$19,025 · $19,056+24.0%

+11.4%5 years · per year$17,147 · $17,270+11.5%

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

0.92%12-mo yield$92 · $104 on $10k1.04%

−9.3%Worst dropSmaller wins−8.9%

13.2%VolatilityLower wins13.1%

0–6SCHB wins

$10,000 · 5 yearsOne scale

Shared top holdingsESGU · SCHB

7.3%NVDA6.8%

7.4%AAPL6.6%

5.7%MSFT5.3%

3.6%AMZN3.4%

Held in common72.7%

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	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.9B
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	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.9B
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 SCHB

ESGU

iShares ESG Aware MSCI USA

$17,147

SCHB

Schwab U.S. Broad Market

$17,270

MeasureESGUSCHB

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield0.92%1.04%

5 years, per year+11.4%+11.5%

3 years, per year+23.9%+24.0%

Worst drop · 1Y−9.3%−8.9%

Volatility · 1Y13.2%13.1%

6–0measures won
SCHB first

72.7%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI 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: ESGU, SCHB

Today

72.7%most shared, ESGU and SCHB

ESGUSCHB

ESGU—72.7%

SCHB72.7%—

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

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

ESGU$92 − $15 = $77

KeptFee

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