ESGU vs SPYM

AESGU

BSPYM

Measures won2–3SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · ESGU $17,147

Lowest cost0.02%SPYM · $2 on $10k

Most income1.06%SPYM · $106 on $10k

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

Held in common78.0%ESGU and SPYM

ESGU

SPYM

iShares ESG Aware MSCI USA ETF · $17.3BState Street SPDR Portfolio S&P 500 ETF · $182B

+23.9%3 years · per year$19,025 · $18,222+22.1%

+11.4%5 years · per year$17,147 · $17,164+11.4%

0.15%Expense ratio$15 · $2 on $10k · lower wins0.02%

0.92%12-mo yield$92 · $106 on $10k1.06%

−9.3%Worst dropSmaller wins−8.9%

13.2%VolatilityLower wins13.6%

2–3SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsESGU · SPYM

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
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%	$17.3B

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
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%	$17.3B

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 SPYM

ESGU

iShares ESG Aware MSCI USA

$17,147

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureESGUSPYM

Fee0.15%0.02%

Cost on $10k a year$15$2

Yield0.92%1.06%

5 years, per year+11.4%+11.4%

3 years, per year+23.9%+22.1%

Worst drop · 1Y−9.3%−8.9%

Volatility · 1Y13.2%13.6%

3–2measures won
SPYM first

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, SPYM

Today

78.0%most shared, ESGU and SPYM

ESGUSPYM

ESGU—78.0%

SPYM78.0%—

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

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

ESGU$92 − $15 = $77

KeptFee

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