ESGU vs VTV

AESGU

BVTV

Measures won1–5VTV wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · ESGU $16,610

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common38.5%ESGU and VTV

ESGU

VTV

iShares ESG Aware MSCI USA ETF · $17.7BVanguard Morningstar Value ETF · $184B

+21.7%3 years · per year$18,021 · $17,700+21.0%

+10.7%5 years · per year$16,610 · $17,865+12.3%

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

0.94%12-mo yield$94 · $183 on $10k1.83%

−9.3%Worst dropSmaller wins−6.4%

14.1%VolatilityLower wins10.8%

1–5VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsESGU · VTV

1.4%JPM3.3%

1.2%MU4.6%

0.9%ABBV1.8%

0.8%JNJ2.4%

Held in common38.5%

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

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	AESGU	iShares ESG Aware MSCI USA ETFRead Desk		0.15%	0.94%	+2.5%	+11.3%	+13.2%	+21.7%	+10.7%	−9.3%	$17.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	AESGU	iShares ESG Aware MSCI USA ETFRead Desk		0.15%	0.94%	+2.5%	+11.3%	+13.2%	+21.7%	+10.7%	−9.3%	$17.7B

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 VTV

ESGU

iShares ESG Aware MSCI USA

$16,610

VTV

Vanguard Morningstar Value

$17,865

MeasureESGUVTV

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield0.94%1.83%

5 years, per year+10.7%+12.3%

3 years, per year+21.7%+21.0%

Worst drop · 1Y−9.3%−6.4%

Volatility · 1Y14.1%10.8%

5–1measures won
VTV first

38.5%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

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, VTV

Today

38.5%most shared, ESGU and VTV

ESGUVTV

ESGU—38.5%

VTV38.5%—

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

ESGU$94 − $15 = $79

KeptFee

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