ESML vs SPY

AESML

BSPY

Measures won0–6SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · ESML $14,470

Lowest cost0.09%SPY · $9 on $10k

Most income0.99%SPY · $99 on $10k

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

Held in common1.0%ESML and SPY

ESML

SPY

iShares ESG Aware MSCI USA Small-Cap ETF · $2.8BState Street SPDR S&P 500 ETF · $805B

+21.9%3 years · per year$18,109 · $19,132+24.1%

+7.7%5 years · per year$14,470 · $18,060+12.6%

0.17%Expense ratio$17 · $9 on $10k · lower wins0.09%

0.92%12-mo yield$92 · $99 on $10k0.99%

−9.0%Worst dropSmaller wins−8.9%

16.3%VolatilityLower wins12.9%

0–6SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsESML · SPY

1.2%MRNA0.1%

0.3%VTRS0.0%

0.4%RVTY0.0%

0.3%HST0.0%

Held in common1.0%

End-of-day Nov 4, 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%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AESML	iShares ESG Aware MSCI USA Small-Cap ETFRead Desk		0.17%	0.92%	+1.3%	+19.6%	+21.9%	+21.9%	+7.7%	−9.0%	$2.8B

End-of-day Nov 4, 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%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AESML	iShares ESG Aware MSCI USA Small-Cap ETFRead Desk		0.17%	0.92%	+1.3%	+19.6%	+21.9%	+21.9%	+7.7%	−9.0%	$2.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ESML vs SPY

ESML

iShares ESG Aware MSCI USA Small-Cap

$14,470

SPY

SPDR S&P 500

$18,060

MeasureESMLSPY

Fee0.17%0.09%

Cost on $10k a year$17$9

Yield0.92%0.99%

5 years, per year+7.7%+12.6%

3 years, per year+21.9%+24.1%

Worst drop · 1Y−9.0%−8.9%

Volatility · 1Y16.3%12.9%

6–0measures won
SPY first

1.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: ESML, SPY

Today

1.0%most shared, ESML and SPY

ESMLSPY

ESML—1.0%

SPY1.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

ESML$92 − $17 = $75

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee