Compare · 3 funds side by side · dividends reinvested

DFAC, ESGU and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,525DFAC · best of the three

02 / 04

DFAC, ESGU and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.4%+13.8%+21.0%+10.6%−8.5%12.9%$85.7B1.5

iShares ESG Aware MSCI USA ETFUS Stock Styles · Large cap0.15%0.96%+8.6%+9.2%+21.5%+10.2%−9.3%13.9%$17.3B1.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.9

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: DFAC 2005 · ESGU 2016 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.7B$16,525

DFAC

ESGU

iShares ESG Aware MSCI USA ETF · $17.3B$16,246

$10,000 five years ago, dividends reinvested · they hold 59.2% in common

DFACMeasureESGU

+11.4%Year to dateJan 1 → Nov 6+8.6%

+13.8%1 yearTotal return+9.2%

+21.0%3 years · per year$10,000 became $17,722 · $17,929+21.5%

+10.6%5 years · per year$10,000 became $16,525 · $16,246+10.2%

0.21%Expense ratio$21 · $15 a year on $10k · lower is better0.15%

0.90%Trailing 12-mo yield$90 · $96 a year on $10k0.96%

−8.5%Worst dropSmaller is better−9.3%

12.9%VolatilityLower is calmer13.9%

DFACESGU Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3DFAC wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAC vs ESGU: Top 5 Holdings

Today

DFAC

20.4%in top 5

ESGU

in top 527.5%

DFACStockESGU

5.9%AAPL7.9%

4.8%NVDA6.6%

5.0%MSFT6.0%

2.7%AMZN3.9%

not top 5GOOG3.0%

1.9%METAnot top 5

Held in common59.2%

End-of-day Nov 6, 2026 · share of each fund

DFAC vs ESGU Returns, Every Period

DimensionalDFAC

+10.6%

5 years, per year

ESGUiShares

+10.2%

5 years, per year

DFACESGUFaded: behind in that period

3–1DFAC wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

DFAC vs ESGU

YTD

DimensionalDFAC

+11.4%

ESGUiShares

+8.6%

+11.4%Year to date+8.6%

−8.5%Worst drop · 1Y−9.3%

12.9%Volatility · 1Y13.9%

0.9%Yield1.0%

$85.7BAssets$17.3B

3–1DFAC wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, ESGU, IWF

Today

0.15%lowest, ESGU

FundExpense ratioFee$10k

ESGU0.15%$15

IWF0.18%$18

DFAC0.21%$21

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFAC, ESGU, IWF

0.96%highest, ESGU

FundTrailing yieldYield$10k

ESGU0.96%$96

DFAC0.90%$90

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$81most kept, ESGU

ESGU$96 − $15 = $81

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

KeptFee

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

Overlap: DFAC, ESGU, IWF

Today

59.2%most shared, DFAC and ESGU

DFACESGUIWF

DFAC—59.2%40.2%

ESGU59.2%—53.3%

IWF40.2%53.3%—

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

Return vs Bumpiness: 3 ETFs

+13.8%DFAC, at 12.9% volatility

DFACWorst drop−8.5%12.9% vol

ESGUWorst drop−9.3%13.9% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

ESGUDFAC

+8.6%Year to date+11.4%

1.0%Yield0.9%

+9.2%Past year+13.8%

0.15%Fee0.21%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

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