Compare · 3 funds side by side · dividends reinvested

DFAC, ESGV and VUG

DFACDimensional×ESGVVanguard×VUGVanguard×

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, ESGV and VUG, 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%$85.7B1.6

Vanguard ESG U.S. Stock ETFUS Stock Styles · Large cap0.09%0.92%+8.0%+8.6%+21.8%+9.9%−11.6%15.3%$13.4B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.4

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 · ESGV 2018 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAC

ESGV

Vanguard ESG U.S. Stock ETF · $13.4B$16,019

$10,000 five years ago, dividends reinvested · they hold 61.8% in common

DFACMeasureESGV

+11.4%Year to dateJan 1 → Nov 6+8.0%

+13.8%1 yearTotal return+8.6%

+21.0%3 years · per year$10,000 became $17,722 · $18,075+21.8%

+10.6%5 years · per year$10,000 became $16,525 · $16,019+9.9%

0.21%Expense ratio$21 · $9 a year on $10k · lower is better0.09%

0.90%Trailing 12-mo yield$90 · $92 a year on $10k0.92%

−8.5%Worst dropSmaller is better−11.6%

12.9%VolatilityLower is calmer15.3%

DFACESGV 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 ESGV: Top 5 Holdings

Today

DFAC

20.4%in top 5

ESGV

in top 530.7%

DFACStockESGV

4.8%NVDA8.9%

5.9%AAPL8.0%

5.0%MSFT6.4%

2.7%AMZN4.0%

not top 5GOOGL3.3%

1.9%METAnot top 5

Held in common61.8%

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

DFAC vs ESGV Returns, Every Period

DimensionalDFAC

+10.6%

5 years, per year

ESGVVanguard

+9.9%

5 years, per year

DFACESGVFaded: behind in that period

3–1DFAC wins

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

DFAC vs ESGV

YTD

DimensionalDFAC

+11.4%

ESGVVanguard

+8.0%

+11.4%Year to date+8.0%

−8.5%Worst drop · 1Y−11.6%

12.9%Volatility · 1Y15.3%

0.9%Yield0.9%

$85.7BAssets$13.4B

3–0DFAC wins

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

Cost, Income and Risk

Fees: DFAC, ESGV, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

ESGV0.09%$9

DFAC0.21%$21

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

Yields: DFAC, ESGV, VUG

0.92%highest, ESGV

FundTrailing yieldYield$10k

ESGV0.92%$92

DFAC0.90%$90

VUG0.42%$42

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

Income After Fees on $10,000

$83most kept, ESGV

ESGV$92 − $9 = $83

DFAC$90 − $21 = $69

VUG$42 − $3 = $39

KeptFee

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

Overlap: DFAC, ESGV, VUG

Today

61.8%most shared, DFAC and ESGV

DFACESGVVUG

DFAC—61.8%35.7%

ESGV61.8%—61.0%

VUG35.7%61.0%—

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

ESGVWorst drop−11.6%15.3% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

ESGVDFAC

+8.0%Year to date+11.4%

0.9%Yield0.9%

+8.6%Past year+13.8%

0.09%Fee0.21%

2–1DFAC wins

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