DFAC vs ESG

ADFAC

BESG

Measures won4–2DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,634ESG · DFAC $16,525

Lowest cost0.03%VUG · $3 on $10k

Most income0.90%DFAC · $90 on $10k

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

Held in common45.1%DFAC and ESG

DFAC

ESG

Dimensional - US Core Equity 2 ETF · $85.6BNorthern Trust STOXX US ESG Select ETF · $133M

+21.0%3 years · per year$17,722 · $17,646+20.8%

+10.6%5 years · per year$16,525 · $16,634+10.7%

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%

4–2DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · ESG

5.9%AAPL5.3%

5.0%MSFT5.4%

4.8%NVDA4.2%

1.3%LLY4.4%

Held in common45.1%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BESG	Northern Trust STOXX US ESG Select ETFRead Desk	0.33%	0.85%	−0.1%	+12.7%	+14.7%	+20.8%	+10.7%	−8.7%	$133M
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BESG	Northern Trust STOXX US ESG Select ETFRead Desk	0.33%	0.85%	−0.1%	+12.7%	+14.7%	+20.8%	+10.7%	−8.7%	$133M
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

End-of-day Nov 6, 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

$16,525

ESG

Northern Trust STOXX US ESG Select

$16,635

MeasureDFACESG

Fee0.21%0.33%

Cost on $10k a year$21$33

Yield0.90%0.85%

5 years, per year+10.6%+10.7%

3 years, per year+21.0%+20.8%

Worst drop · 1Y−8.5%−8.7%

Volatility · 1Y12.9%12.3%

4–2measures won
DFAC first

45.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

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

Overlap: DFAC, ESG, VUG

Today

45.1%most shared, DFAC and ESG

DFACESGVUG

DFAC—45.1%35.7%

ESG45.1%—34.2%

VUG35.7%34.2%—

End-of-day Nov 6, 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

VUG$42 − $3 = $39

KeptFee

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