Compare · 2 funds side by side · dividends reinvested

DFAC and ESGV

DFACDimensional×ESGVVanguard×

Versus in desk

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

02 / 04

DFAC and ESGV, 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%$85.7B1.4

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%$13.4B1.6

Rank among the two1st → 2ndFee, 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

Head to Head

Swap sides Versus in desk

Head to Head

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

ESGV

DFAC

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

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

ESGVMeasureDFAC

+8.0%Year to dateJan 1 → Nov 6+11.4%

+8.6%1 yearTotal return+13.8%

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

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

0.09%Expense ratio$9 · $21 a year on $10k · lower is better0.21%

0.92%Trailing 12-mo yield$92 · $90 a year on $10k0.90%

−11.6%Worst dropSmaller is better−8.5%

15.3%VolatilityLower is calmer12.9%

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

3–5DFAC wins

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

More Ways to See the Pairs

ESGV vs DFAC: Top 5 Holdings

Today

ESGV

30.7%in top 5

DFAC

in top 520.4%

ESGVStockDFAC

8.9%NVDA4.8%

8.0%AAPL5.9%

6.4%MSFT5.0%

4.0%AMZN2.7%

3.3%GOOGLnot top 5

not top 5META1.9%

Held in common61.8%

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

ESGV vs DFAC Returns, Every Period

VanguardESGV

+9.9%

5 years, per year

DFACDimensional

+10.6%

5 years, per year

ESGVDFACFaded: behind in that period

1–3DFAC wins

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

ESGV vs DFAC

YTD

VanguardESGV

+8.0%

DFACDimensional

+11.4%

+8.0%Year to date+11.4%

−11.6%Worst drop · 1Y−8.5%

15.3%Volatility · 1Y12.9%

0.9%Yield0.9%

$13.4BAssets$85.7B

3–0DFAC wins

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

Cost, Income and Risk

Fees: DFAC, ESGV

Today

0.09%lowest, ESGV

FundExpense ratioFee$10k

ESGV0.09%$9

DFAC0.21%$21

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

Yields: DFAC, ESGV

0.92%highest, ESGV

FundTrailing yieldYield$10k

ESGV0.92%$92

DFAC0.90%$90

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

KeptFee

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

Overlap: DFAC, ESGV

Today

61.8%most shared, DFAC and ESGV

DFACESGV

DFAC—61.8%

ESGV61.8%—

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

Return vs Bumpiness: 2 ETFs

+13.8%DFAC, at 12.9% volatility

DFACWorst drop−8.5%12.9% vol

ESGVWorst drop−11.6%15.3% 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 Two

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

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