ESGV vs IWB

AESGV

BIWB

Measures won2–4IWB wins · of 6 · 5Y

$10,000 · 5Y$16,543IWB · ESGV $16,004

Lowest cost0.09%ESGV · $9 on $10k

Most income0.95%IWB · $95 on $10k

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

Held in common80.6%ESGV and IWB

ESGV

IWB

Vanguard ESG U.S. Stock ETF · $13.4BiShares Russell 1000 ETF · $48.5B

+22.1%3 years · per year$18,219 · $18,083+21.8%

+9.9%5 years · per year$16,004 · $16,543+10.6%

0.09%Expense ratio$9 · $15 on $10k · lower wins0.15%

0.92%12-mo yield$92 · $95 on $10k0.95%

−11.6%Worst dropSmaller wins−8.9%

15.3%VolatilityLower wins13.6%

2–4IWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsESGV · IWB

8.0%AAPL7.1%

8.9%NVDA6.6%

6.4%MSFT5.8%

4.0%AMZN3.6%

Held in common80.6%

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	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$48.5B
2	AESGV	Vanguard ESG U.S. Stock ETFRead Desk		0.09%	0.92%	−4.5%	+7.6%	+8.7%	+22.1%	+9.9%	−11.6%	$13.4B

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	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$48.5B
2	AESGV	Vanguard ESG U.S. Stock ETFRead Desk		0.09%	0.92%	−4.5%	+7.6%	+8.7%	+22.1%	+9.9%	−11.6%	$13.4B

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

ESGV vs IWB

ESGV

Vanguard ESG U.S. Stock

$16,004

IWB

iShares Russell 1000

$16,543

MeasureESGVIWB

Fee0.09%0.15%

Cost on $10k a year$9$15

Yield0.92%0.95%

5 years, per year+9.9%+10.6%

3 years, per year+22.1%+21.8%

Worst drop · 1Y−11.6%−8.9%

Volatility · 1Y15.3%13.6%

4–2measures won
IWB first

80.6%

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: ESGV, IWB

Today

80.6%most shared, ESGV and IWB

ESGVIWB

ESGV—80.6%

IWB80.6%—

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

Income After Fees on $10,000

$83most kept, ESGV

ESGV$92 − $9 = $83

IWB$95 − $15 = $80

KeptFee

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