SDG vs IVV

ASDG

BIVV

Measures won1–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · SDG $10,012

Lowest cost0.03%IVV · $3 on $10k

Most income1.71%SDG · $171 on $10k

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

Held in common5.1%SDG and IVV

SDG

IVV

iShares MSCI Global Sustainable Development Goals ETF · $162MiShares Core S&P 500 ETF · $853B

+8.1%3 years · per year$12,643 · $18,159+22.0%

+0.0%5 years · per year$10,012 · $17,545+11.9%

0.50%Expense ratio$50 · $3 on $10k · lower wins0.03%

1.71%12-mo yield$171 · $111 on $10k1.11%

−8.9%Worst dropSmaller wins−8.9%

15.2%VolatilityLower wins13.8%

1–4IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSDG · IVV

3.7%NVDA7.1%

1.6%VRTX0.2%

3.9%BMY0.2%

2.6%MRVL0.2%

Held in common5.1%

End-of-day Nov 9, 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	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	ASDG	iShares MSCI Global Sustainable Development Goals ETFRead Desk		0.50%	1.71%	+1.2%	+5.9%	+6.3%	+8.1%	0.0%	−8.9%	$162M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	ASDG	iShares MSCI Global Sustainable Development Goals ETFRead Desk		0.50%	1.71%	+1.2%	+5.9%	+6.3%	+8.1%	0.0%	−8.9%	$162M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SDG vs IVV

SDG

iShares MSCI Global Sustainable Development Goals

$10,012

IVV

iShares Core S&P 500

$17,545

MeasureSDGIVV

Fee0.50%0.03%

Cost on $10k a year$50$3

Yield1.71%1.11%

5 years, per year+0.0%+11.9%

3 years, per year+8.1%+22.0%

Worst drop · 1Y−8.9%−8.9%

Volatility · 1Y15.2%13.8%

4–1measures won
IVV first

5.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: SDG, IVV

Today

5.1%most shared, SDG and IVV

SDGIVV

SDG—5.1%

IVV5.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$121most kept, SDG

SDG$171 − $50 = $121

IVV$111 − $3 = $108

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee