Compare · 2 funds side by side · dividends reinvested

ESG and DFAC

ESGFlexShares×DFACDimensional×

Versus in desk

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

02 / 04

ESG and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Northern Trust STOXX US ESG Select ETFUS Stock Styles · Large cap0.33%0.85%+12.9%+15.3%+21.3%+10.8%−8.7%12.3%$139M1.4

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$85.7B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

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

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.7B$16,526

DFAC

ESG

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

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

DFACMeasureESG

+11.2%Year to dateJan 1 → Nov 5+12.9%

+14.3%1 yearTotal return+15.3%

+21.2%3 years · per year$10,000 became $17,812 · $17,841+21.3%

+10.6%5 years · per year$10,000 became $16,526 · $16,727+10.8%

0.21%Expense ratio$21 · $33 a year on $10k · lower is better0.33%

0.90%Trailing 12-mo yield$90 · $85 a year on $10k0.85%

−8.5%Worst dropSmaller is better−8.7%

12.9%VolatilityLower is calmer12.3%

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

3–5ESG wins

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

More Ways to See the Pairs

DFAC vs ESG: Top 5 Holdings

Today

DFAC

20.5%in top 5

ESG

in top 523.6%

DFACStockESG

5.8%AAPL5.1%

5.0%MSFT5.4%

5.1%NVDA4.4%

not top 5LLY4.3%

not top 5AVGO4.3%

2.7%AMZNnot top 5

1.9%METAnot top 5

Held in common45.3%

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

DFAC vs ESG Returns, Every Period

DimensionalDFAC

+10.6%

5 years, per year

ESGFlexShares

+10.8%

5 years, per year

DFACESGFaded: behind in that period

0–4ESG wins

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

DFAC vs ESG

YTD

DimensionalDFAC

+11.2%

ESGFlexShares

+12.9%

+11.2%Year to date+12.9%

−8.5%Worst drop · 1Y−8.7%

12.9%Volatility · 1Y12.3%

0.9%Yield0.8%

$85.7BAssets$139M

2–2level

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

Cost, Income and Risk

Fees: ESG, DFAC

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

ESG0.33%$33

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

Yields: ESG, DFAC

0.90%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.90%$90

ESG0.85%$85

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

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

ESG$85 − $33 = $52

KeptFee

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

Overlap: ESG, DFAC

Today

45.3%most shared, ESG and DFAC

ESGDFAC

ESG—45.3%

DFAC45.3%—

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

Return vs Bumpiness: 2 ETFs

+15.3%ESG, at 12.3% volatility

ESGWorst drop−8.7%12.3% vol

DFACWorst drop−8.5%12.9% vol

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

Paid More vs Made More

YTD

DFACESG

+11.2%Year to date+12.9%

0.9%Yield0.8%

+14.3%Past year+15.3%

0.21%Fee0.33%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026