ESGU vs VIG

AESGU

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$17,147ESGU · VIG $16,331

Lowest cost0.04%VIG · $4 on $10k

Most income1.49%VIG · $149 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common43.2%ESGU and VIG

ESGU

VIG

iShares ESG Aware MSCI USA ETF · $17.3BVanguard Dividend Appreciation ETF · $109B

+23.9%3 years · per year$19,025 · $16,814+18.9%

+11.4%5 years · per year$17,147 · $16,331+10.3%

0.15%Expense ratio$15 · $4 on $10k · lower wins0.04%

0.92%12-mo yield$92 · $149 on $10k1.49%

−9.3%Worst dropSmaller wins−7.9%

13.2%VolatilityLower wins10.8%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsESGU · VIG

6.0%MSFT4.9%

7.7%AAPL4.9%

2.3%AVGO4.3%

1.7%LLY4.1%

Held in common43.2%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

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 VIG

ESGU

iShares ESG Aware MSCI USA

$17,147

VIG

Vanguard Dividend Appreciation

$16,331

MeasureESGUVIG

Fee0.15%0.04%

Cost on $10k a year$15$4

Yield0.92%1.49%

5 years, per year+11.4%+10.3%

3 years, per year+23.9%+18.9%

Worst drop · 1Y−9.3%−7.9%

Volatility · 1Y13.2%10.8%

4–2measures won
VIG first

43.2%

holdings shared

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

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

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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, VIG

Today

43.2%most shared, ESGU and VIG

ESGUVIG

ESGU—43.2%

VIG43.2%—

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

ESGU$92 − $15 = $77

KeptFee

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