EVUS vs SPY

AEVUS

BSPY

Measures won3–2EVUS wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.42%EVUS · $142 on $10k

Smallest drop−7.7%EVUS · worst fall in 1Y

Held in common44.3%EVUS and SPY

EVUS

SPY

iShares ESG Aware MSCI USA Value ETF · $402MState Street SPDR S&P 500 ETF · $805B

+19.6%3 years · per year$17,108 · $18,174+22.0%

[…]5 years · per year[…] · $17,099+11.3%

0.18%Expense ratio$18 · $9 on $10k · lower wins0.09%

1.42%12-mo yield$142 · $103 on $10k1.03%

−7.7%Worst dropSmaller wins−8.9%

11.2%VolatilityLower wins13.6%

3–2EVUS wins

$10,000 · 5 yearsOne scale

Shared top holdingsEVUS · SPY

11.3%MSFT6.2%

3.8%META2.1%

1.7%BRK-B1.6%

2.6%JPM1.4%

Held in common44.3%

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	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%	$804.8B
2	AEVUS	iShares ESG Aware MSCI USA Value ETFRead Desk		0.18%	1.42%	−3.2%	+16.7%	+20.9%	+19.6%	new	−7.7%	$402M

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	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%	$804.8B
2	AEVUS	iShares ESG Aware MSCI USA Value ETFRead Desk		0.18%	1.42%	−3.2%	+16.7%	+20.9%	+19.6%	new	−7.7%	$402M

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

EVUS vs SPY

EVUS

iShares ESG Aware MSCI USA Value

[…]

SPY

SPDR S&P 500

$17,099

MeasureEVUSSPY

Fee0.18%0.09%

Cost on $10k a year$18$9

Yield1.42%1.03%

5 years, per year[…]+11.3%

3 years, per year+19.6%+22.0%

Worst drop · 1Y−7.7%−8.9%

Volatility · 1Y11.2%13.6%

3–2measures won
EVUS first

44.3%

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: EVUS, SPY

Today

44.3%most shared, EVUS and SPY

EVUSSPY

EVUS—44.3%

SPY44.3%—

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

Income After Fees on $10,000

$124most kept, EVUS

EVUS$142 − $18 = $124

SPY$103 − $9 = $94

KeptFee

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