ESGU vs SPY

AESGU

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,147ESGU · SPY $17,099

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

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

Held in common78.0%ESGU and SPY

ESGU

SPY

iShares ESG Aware MSCI USA ETF · $17.3BState Street SPDR S&P 500 ETF · $819B

+23.9%3 years · per year$19,025 · $18,174+22.0%

+11.4%5 years · per year$17,147 · $17,099+11.3%

0.15%Expense ratio$15 · $9 on $10k · lower wins0.09%

0.92%12-mo yield$92 · $103 on $10k1.03%

−9.3%Worst dropSmaller wins−8.9%

13.2%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsESGU · SPY

7.7%AAPL7.7%

7.0%NVDA7.3%

6.0%MSFT6.2%

3.8%AMZN3.9%

Held in common78.0%

End-of-day Nov 5, 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	AESGU	iShares ESG Aware MSCI USA ETFRead Desk		0.15%	0.92%	+1.6%	+13.3%	+12.9%	+23.9%	+11.4%	−9.3%	$17.3B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B

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

Both

5Y2 funds

#			Trend
1	AESGU	iShares ESG Aware MSCI USA ETFRead Desk		0.15%	0.92%	+1.6%	+13.3%	+12.9%	+23.9%	+11.4%	−9.3%	$17.3B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B

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

Cards for this view

ESGU vs SPY

ESGU

iShares ESG Aware MSCI USA

$17,147

SPY

SPDR S&P 500

$17,099

MeasureESGUSPY

Fee0.15%0.09%

Cost on $10k a year$15$9

Yield0.92%1.03%

5 years, per year+11.4%+11.3%

3 years, per year+23.9%+22.0%

Worst drop · 1Y−9.3%−8.9%

Volatility · 1Y13.2%13.6%

3–3measures won
level

78.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: ESGU, SPY

Today

78.0%most shared, ESGU and SPY

ESGUSPY

ESGU—78.0%

SPY78.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

ESGU$92 − $15 = $77

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee