Compare · 3 funds side by side · dividends reinvested

ESGV, DFAC and IWF

ESGVVanguard×DFACDimensional×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,526DFAC · best of the three

02 / 04

ESGV, DFAC 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%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$85.7B1.5

Vanguard ESG U.S. Stock ETFUS Stock Styles · Large cap0.09%0.92%+7.6%+8.7%+22.1%+9.9%−11.6%15.3%$13.4B1.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$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 5, 2026 · returns include dividends · since: ESGV 2018 · DFAC 2005 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard ESG U.S. Stock ETF · $13.4B$16,004

ESGV

DFAC

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

$10,000 five years ago, dividends reinvested · they hold 62.3% in common

ESGVMeasureDFAC

+7.6%Year to dateJan 1 → Nov 5+11.2%

+8.7%1 yearTotal return+14.3%

+22.1%3 years · per year$10,000 became $18,219 · $17,812+21.2%

+9.9%5 years · per year$10,000 became $16,004 · $16,526+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 5, 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 520.5%

ESGVStockDFAC

8.9%NVDA5.1%

8.0%AAPL5.8%

6.4%MSFT5.0%

4.0%AMZN2.7%

3.3%GOOGLnot top 5

not top 5META1.9%

Held in common62.3%

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

ESGV vs DFAC

YTD

VanguardESGV

+7.6%

DFACDimensional

+11.2%

+7.6%Year to date+11.2%

−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 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ESGV, DFAC, IWF

Today

0.09%lowest, ESGV

FundExpense ratioFee$10k

ESGV0.09%$9

IWF0.18%$18

DFAC0.21%$21

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

Yields: ESGV, DFAC, IWF

0.92%highest, ESGV

FundTrailing yieldYield$10k

ESGV0.92%$92

DFAC0.90%$90

IWF0.39%$39

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

Income After Fees on $10,000

$83most kept, ESGV

ESGV$92 − $9 = $83

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

KeptFee

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

Overlap: ESGV, DFAC, IWF

Today

62.3%most shared, ESGV and DFAC

ESGVDFACIWF

ESGV—62.3%61.8%

DFAC62.3%—40.8%

IWF61.8%40.8%—

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

Return vs Bumpiness: 3 ETFs

+14.3%DFAC, at 12.9% volatility

DFACWorst drop−8.5%12.9% vol

ESGVWorst drop−11.6%15.3% vol

IWFWorst drop−14.6%19.3% vol

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

Paid More vs Made More

YTD

ESGVDFAC

+7.6%Year to date+11.2%

0.9%Yield0.9%

+8.7%Past year+14.3%

0.09%Fee0.21%

2–1DFAC wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

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