ESGV vs SPY

AESGV

BSPY

Measures won1–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · ESGV $16,019

Lowest cost0.09%ESGV · $9 on $10k

Most income1.03%SPY · $103 on $10k

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

Held in common79.5%ESGV and SPY

ESGV

SPY

Vanguard ESG U.S. Stock ETF · $13.4BState Street SPDR S&P 500 ETF · $819B

+21.8%3 years · per year$18,075 · $18,039+21.7%

+9.9%5 years · per year$16,019 · $17,118+11.3%

0.09%Expense ratio$9 · $9 on $10k · lower wins0.09%

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

−11.6%Worst dropSmaller wins−8.9%

15.3%VolatilityLower wins13.6%

1–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsESGV · SPY

8.0%AAPL7.9%

8.9%NVDA6.9%

6.4%MSFT6.3%

4.0%AMZN4.0%

Held in common79.5%

End-of-day Nov 6, 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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AESGV	Vanguard ESG U.S. Stock ETFRead Desk		0.09%	0.92%	+0.3%	+8.0%	+8.6%	+21.8%	+9.9%	−11.6%	$13.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AESGV	Vanguard ESG U.S. Stock ETFRead Desk		0.09%	0.92%	+0.3%	+8.0%	+8.6%	+21.8%	+9.9%	−11.6%	$13.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ESGV vs SPY

ESGV

Vanguard ESG U.S. Stock

$16,019

SPY

SPDR S&P 500

$17,118

MeasureESGVSPY

Fee0.09%0.09%

Cost on $10k a year$9$9

Yield0.92%1.03%

5 years, per year+9.9%+11.3%

3 years, per year+21.8%+21.7%

Worst drop · 1Y−11.6%−8.9%

Volatility · 1Y15.3%13.6%

4–1measures won
SPY first

79.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: ESGV, SPY

Today

79.5%most shared, ESGV and SPY

ESGVSPY

ESGV—79.5%

SPY79.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

ESGV$92 − $9 = $83

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee