ESGU vs SCHD

AESGU

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,610ESGU · SCHD $16,459

Lowest cost0.06%SCHD · $6 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common7.9%ESGU and SCHD

ESGU

SCHD

iShares ESG Aware MSCI USA ETF · $17.3BSchwab U.S. Dividend Equity ETF · $120B

+21.7%3 years · per year$18,021 · $17,123+19.6%

+10.7%5 years · per year$16,610 · $16,459+10.5%

0.15%Expense ratio$15 · $6 on $10k · lower wins0.06%

0.94%12-mo yield$94 · $296 on $10k2.96%

−9.3%Worst dropSmaller wins−6.9%

14.1%VolatilityLower wins11.8%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsESGU · SCHD

0.7%HD4.3%

0.7%PG4.4%

0.6%KO4.3%

0.6%VZ3.6%

Held in common7.9%

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	AESGU	iShares ESG Aware MSCI USA ETFRead Desk	0.15%	0.94%	+2.5%	+11.3%	+13.2%	+21.7%	+10.7%	−9.3%	$17.3B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B

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	AESGU	iShares ESG Aware MSCI USA ETFRead Desk	0.15%	0.94%	+2.5%	+11.3%	+13.2%	+21.7%	+10.7%	−9.3%	$17.3B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B

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

ESGU vs SCHD

ESGU

iShares ESG Aware MSCI USA

$16,610

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureESGUSCHD

Fee0.15%0.06%

Cost on $10k a year$15$6

Yield0.94%2.96%

5 years, per year+10.7%+10.5%

3 years, per year+21.7%+19.6%

Worst drop · 1Y−9.3%−6.9%

Volatility · 1Y14.1%11.8%

4–2measures won
SCHD first

7.9%

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

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

Overlap: ESGU, SCHD, IWF

Today

53.6%most shared, ESGU and IWF

ESGUSCHDIWF

ESGU—7.9%53.6%

SCHD7.9%—3.6%

IWF53.6%3.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

ESGU$94 − $15 = $79

IWF$38 − $18 = $20

KeptFee

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