SDG vs VT

ASDG

BVT

Measures won2–4VT wins · of 6 · 5Y

$10,000 · 5Y$15,576VT · SDG $9,868

Lowest cost0.06%VT · $6 on $10k

Most income1.73%SDG · $173 on $10k

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

Held in common5.7%SDG and VT

SDG

iShares MSCI Global Sustainable Development Goals ETF · $165MVanguard Total World Stock ETF · $81.8B

+8.8%3 years · per year$12,880 · $17,695+21.0%

−0.3%5 years · per year$9,868 · $15,576+9.3%

0.50%Expense ratio$50 · $6 on $10k · lower wins0.06%

1.73%12-mo yield$173 · $159 on $10k1.59%

−8.9%Worst dropSmaller wins−9.7%

15.3%VolatilityLower wins14.7%

2–4VT wins

$10,000 · 5 yearsOne scale

Shared top holdingsSDG · VT

3.9%NVDA4.5%

3.4%NOVN.SW0.2%

2.9%MRVL0.2%

1.6%VRTX0.1%

Held in common5.7%

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	BVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.59%	−4.1%	+8.2%	+10.7%	+21.0%	+9.3%	−9.7%	$81.8B
2	ASDG	iShares MSCI Global Sustainable Development Goals ETFRead Desk		0.50%	1.73%	−1.9%	+4.5%	+6.9%	+8.8%	−0.3%	−8.9%	$165M

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	BVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.59%	−4.1%	+8.2%	+10.7%	+21.0%	+9.3%	−9.7%	$81.8B
2	ASDG	iShares MSCI Global Sustainable Development Goals ETFRead Desk		0.50%	1.73%	−1.9%	+4.5%	+6.9%	+8.8%	−0.3%	−8.9%	$165M

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

SDG vs VT

SDG

iShares MSCI Global Sustainable Development Goals

$9,868

Vanguard Total World Stock

$15,576

MeasureSDGVT

Fee0.50%0.06%

Cost on $10k a year$50$6

Yield1.73%1.59%

5 years, per year−0.3%+9.3%

3 years, per year+8.8%+21.0%

Worst drop · 1Y−8.9%−9.7%

Volatility · 1Y15.3%14.7%

4–2measures won
VT first

5.7%

holdings shared

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

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

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

Overlap: SDG, VT

Today

5.7%most shared, SDG and VT

SDGVT

SDG—5.7%

VT5.7%—

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

Income After Fees on $10,000

$153most kept, VT

VT$159 − $6 = $153

SDG$173 − $50 = $123

KeptFee

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