ESML vs SPY

AESML

BSPY

Measures won0–6SPY wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · SPY $17,099

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common1.1%ESML and SPY

ESML

SPY

iShares ESG Aware MSCI USA Small-Cap ETF · $2.7BState Street SPDR S&P 500 ETF · $819B

+19.9%3 years · per year$17,242 · $18,174+22.0%

+6.4%5 years · per year$13,644 · $17,099+11.3%

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

0.96%12-mo yield$96 · $103 on $10k1.03%

−9.0%Worst dropSmaller wins−8.9%

16.7%VolatilityLower wins13.6%

0–6SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsESML · SPY

1.4%MRNA0.1%

0.3%VTRS0.0%

0.3%HST0.0%

0.4%RVTY0.0%

Held in common1.1%

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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
3	AESML	iShares ESG Aware MSCI USA Small-Cap ETFRead Desk	0.17%	0.96%	−4.0%	+14.7%	+18.8%	+19.9%	+6.4%	−9.0%	$2.7B

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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
3	AESML	iShares ESG Aware MSCI USA Small-Cap ETFRead Desk	0.17%	0.96%	−4.0%	+14.7%	+18.8%	+19.9%	+6.4%	−9.0%	$2.7B

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

ESML vs SPY

ESML

iShares ESG Aware MSCI USA Small-Cap

$13,644

SPY

SPDR S&P 500

$17,099

MeasureESMLSPY

Fee0.17%0.09%

Cost on $10k a year$17$9

Yield0.96%1.03%

5 years, per year+6.4%+11.3%

3 years, per year+19.9%+22.0%

Worst drop · 1Y−9.0%−8.9%

Volatility · 1Y16.7%13.6%

5–0measures won
SPY first

1.1%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

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

Overlap: ESML, SPY, IVV

Today

99.9%most shared, SPY and IVV

ESMLSPYIVV

ESML—1.1%1.1%

SPY1.1%—99.9%

IVV1.1%99.9%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPY$103 − $9 = $94

ESML$96 − $17 = $79

KeptFee

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