DFAC vs ESG

ADFAC

BESG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,727ESG · DFAC $16,526

Lowest cost0.21%DFAC · $21 on $10k

Most income0.90%DFAC · $90 on $10k

Smallest drop−8.5%DFAC · worst fall in 1Y

Held in common45.3%DFAC and ESG

DFAC

ESG

Dimensional - US Core Equity 2 ETF · $85.7BNorthern Trust STOXX US ESG Select ETF · $139M

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

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

0.21%Expense ratio$21 · $33 on $10k · lower wins0.33%

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

−8.5%Worst dropSmaller wins−8.7%

12.9%VolatilityLower wins12.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsDFAC · ESG

5.8%AAPL5.1%

5.0%MSFT5.4%

5.1%NVDA4.4%

1.3%LLY4.3%

Held in common45.3%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BESG	Northern Trust STOXX US ESG Select ETFRead Desk		0.33%	0.85%	−4.0%	+12.9%	+15.3%	+21.3%	+10.8%	−8.7%	$139M
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BESG	Northern Trust STOXX US ESG Select ETFRead Desk		0.33%	0.85%	−4.0%	+12.9%	+15.3%	+21.3%	+10.8%	−8.7%	$139M
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAC vs ESG

DFAC

Dimensional - US Core Equity 2

$16,526

ESG

Northern Trust STOXX US ESG Select

$16,727

MeasureDFACESG

Fee0.21%0.33%

Cost on $10k a year$21$33

Yield0.90%0.85%

5 years, per year+10.6%+10.8%

3 years, per year+21.2%+21.3%

Worst drop · 1Y−8.5%−8.7%

Volatility · 1Y12.9%12.3%

3–3measures won
level

45.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: DFAC, ESG

Today

45.3%most shared, DFAC and ESG

DFACESG

DFAC—45.3%

ESG45.3%—

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

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