Compare · 3 funds side by side · dividends reinvested

ESG, DFAC and IWF

ESGFlexShares×DFACDimensional×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,727ESG · best of the three

02 / 04

ESG, DFAC and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Northern Trust STOXX US ESG Select ETFUS Stock Styles · Large cap0.33%0.81%+17.6%+19.0%+23.2%+11.9%−8.7%11.6%$139M1.5

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+15.8%+17.7%+23.2%+11.7%−8.5%12.3%$89.2B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B2.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: ESG 2016 · DFAC 2005 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Northern Trust STOXX US ESG Select ETF · $139M$16,727

ESG

DFAC

Dimensional - US Core Equity 2 ETF · $89.2B$16,526

$10,000 five years ago, dividends reinvested · they hold 45.3% in common

ESGMeasureDFAC

+17.6%Year to dateJan 1 → Nov 5+15.8%

+19.0%1 yearTotal return+17.7%

+23.2%3 years · per year$10,000 became $18,693 · $18,682+23.2%

+11.9%5 years · per year$10,000 became $17,584 · $17,417+11.7%

0.33%Expense ratio$33 · $21 a year on $10k · lower is better0.21%

0.81%Trailing 12-mo yield$81 · $87 a year on $10k0.87%

−8.7%Worst dropSmaller is better−8.5%

11.6%VolatilityLower is calmer12.3%

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

4–3ESG wins

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

More Ways to See the Pairs

ESG vs DFAC: Top 5 Holdings

Today

ESG

23.6%in top 5

DFAC

in top 520.5%

ESGStockDFAC

5.1%AAPL5.8%

5.4%MSFT5.0%

4.4%NVDA5.1%

4.3%LLYnot top 5

4.3%AVGOnot top 5

not top 5AMZN2.7%

not top 5META1.9%

Held in common45.3%

End-of-day Nov 5, 2026 · share of each fund

ESG vs DFAC Returns, Every Period

FlexSharesESG

+11.9%

5 years, per year

DFACDimensional

+11.7%

5 years, per year

ESGDFACFaded: behind in that period

3–0ESG wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

ESG vs DFAC

YTD

FlexSharesESG

+17.6%

DFACDimensional

+15.8%

+17.6%Year to date+15.8%

−8.7%Worst drop · 1Y−8.5%

11.6%Volatility · 1Y12.3%

0.8%Yield0.9%

$139MAssets$89.2B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ESG, DFAC, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFAC0.21%$21

ESG0.33%$33

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: ESG, DFAC, IWF

0.87%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.87%$87

ESG0.81%$81

IWF0.37%$37

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$66most kept, DFAC

DFAC$87 − $21 = $66

ESG$81 − $33 = $48

IWF$37 − $18 = $19

KeptFee

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

Overlap: ESG, DFAC, IWF

Today

45.3%most shared, ESG and DFAC

ESGDFACIWF

ESG—45.3%40.0%

DFAC45.3%—40.8%

IWF40.0%40.8%—

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

Return vs Bumpiness: 3 ETFs

+19.0%ESG, at 11.6% volatility

ESGWorst drop−8.7%11.6% vol

DFACWorst drop−8.5%12.3% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DFACESG

+15.8%Year to date+17.6%

0.9%Yield0.8%

+17.7%Past year+19.0%

0.21%Fee0.33%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026