ESGU vs SCHD

AESGU

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · ESGU $16,246

Lowest cost0.03%VUG · $3 on $10k

Most income3.00%SCHD · $300 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

+21.5%3 years · per year$17,929 · $17,266+20.0%

+10.2%5 years · per year$16,246 · $16,267+10.2%

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

0.96%12-mo yield$96 · $300 on $10k3.00%

−9.3%Worst dropSmaller wins−6.9%

13.9%VolatilityLower wins11.7%

1–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsESGU · SCHD

0.7%HD4.3%

0.7%PG4.5%

0.6%KO4.3%

0.6%VZ3.6%

Held in common7.9%

End-of-day Nov 6, 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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AESGU	iShares ESG Aware MSCI USA ETFRead Desk	0.15%	0.96%	+0.4%	+8.6%	+9.2%	+21.5%	+10.2%	−9.3%	$17.3B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AESGU	iShares ESG Aware MSCI USA ETFRead Desk	0.15%	0.96%	+0.4%	+8.6%	+9.2%	+21.5%	+10.2%	−9.3%	$17.3B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

End-of-day Nov 6, 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

$16,246

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureESGUSCHD

Fee0.15%0.06%

Cost on $10k a year$15$6

Yield0.96%3.00%

5 years, per year+10.2%+10.2%

3 years, per year+21.5%+20.0%

Worst drop · 1Y−9.3%−6.9%

Volatility · 1Y13.9%11.7%

4–1measures won
SCHD first

7.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: ESGU, SCHD, VUG

Today

52.7%most shared, ESGU and VUG

ESGUSCHDVUG

ESGU—7.9%52.7%

SCHD7.9%—0.8%

VUG52.7%0.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

ESGU$96 − $15 = $81

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee