ESML vs VOO

AESML

BVOO

Measures won0–6VOO wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%VOO · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common0.9%ESML and VOO

ESML

VOO

iShares ESG Aware MSCI USA Small-Cap ETF · $2.8BVanguard S&P 500 ETF · $1.00T

+19.9%3 years · per year$17,242 · $18,224+22.1%

+6.4%5 years · per year$13,644 · $17,156+11.4%

0.17%Expense ratio$17 · $3 on $10k · lower wins0.03%

0.96%12-mo yield$96 · $110 on $10k1.10%

−9.0%Worst dropSmaller wins−8.9%

16.7%VolatilityLower wins13.5%

0–6VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsESML · VOO

1.4%MRNA0.1%

0.3%VTRS0.0%

0.2%ZBRA0.0%

0.4%RVTY0.0%

Held in common0.9%

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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
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%	$2.8B

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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
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%	$2.8B

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 VOO

ESML

iShares ESG Aware MSCI USA Small-Cap

$13,644

VOO

Vanguard S&P 500

$17,156

MeasureESMLVOO

Fee0.17%0.03%

Cost on $10k a year$17$3

Yield0.96%1.10%

5 years, per year+6.4%+11.4%

3 years, per year+19.9%+22.1%

Worst drop · 1Y−9.0%−8.9%

Volatility · 1Y16.7%13.5%

6–0measures won
VOO first

0.9%

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$805B

2–0SPYM wins

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%

$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

Overlap: ESML, VOO, IVV

Today

93.5%most shared, VOO and IVV

ESMLVOOIVV

ESML—0.9%1.1%

VOO0.9%—93.5%

IVV1.1%93.5%—

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

VOO$110 − $3 = $107

ESML$96 − $17 = $79

KeptFee

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