SDG vs SPY

ASDG

BSPY

Measures won1–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · SDG $9,943

Lowest cost0.09%SPY · $9 on $10k

Most income1.73%SDG · $173 on $10k

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

Held in common4.9%SDG and SPY

SDG

SPY

iShares MSCI Global Sustainable Development Goals ETF · $162MState Street SPDR S&P 500 ETF · $819B

+8.7%3 years · per year$12,838 · $18,039+21.7%

−0.1%5 years · per year$9,943 · $17,118+11.3%

0.50%Expense ratio$50 · $9 on $10k · lower wins0.09%

1.73%12-mo yield$173 · $103 on $10k1.03%

−8.9%Worst dropSmaller wins−8.9%

15.2%VolatilityLower wins13.6%

1–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsSDG · SPY

3.5%NVDA6.9%

1.6%VRTX0.2%

4.0%BMY0.2%

2.4%MRVL0.2%

Held in common4.9%

End-of-day Nov 6, 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%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	ASDG	iShares MSCI Global Sustainable Development Goals ETFRead Desk		0.50%	1.73%	+0.2%	+4.7%	+5.1%	+8.7%	−0.1%	−8.9%	$162M

End-of-day Nov 6, 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%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	ASDG	iShares MSCI Global Sustainable Development Goals ETFRead Desk		0.50%	1.73%	+0.2%	+4.7%	+5.1%	+8.7%	−0.1%	−8.9%	$162M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SDG vs SPY

SDG

iShares MSCI Global Sustainable Development Goals

$9,943

SPY

SPDR S&P 500

$17,118

MeasureSDGSPY

Fee0.50%0.09%

Cost on $10k a year$50$9

Yield1.73%1.03%

5 years, per year−0.1%+11.3%

3 years, per year+8.7%+21.7%

Worst drop · 1Y−8.9%−8.9%

Volatility · 1Y15.2%13.6%

4–1measures won
SPY first

4.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: SDG, SPY

Today

4.9%most shared, SDG and SPY

SDGSPY

SDG—4.9%

SPY4.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$123most kept, SDG

SDG$173 − $50 = $123

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee