DFAC vs ESGU

ADFAC

BESGU

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · ESGU $16,246

Lowest cost0.03%VUG · $3 on $10k

Most income0.96%ESGU · $96 on $10k

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

Held in common59.2%DFAC and ESGU

DFAC

ESGU

Dimensional - US Core Equity 2 ETF · $85.7BiShares ESG Aware MSCI USA ETF · $17.3B

+21.0%3 years · per year$17,722 · $17,929+21.5%

+10.6%5 years · per year$16,525 · $16,246+10.2%

0.21%Expense ratio$21 · $15 on $10k · lower wins0.15%

0.90%12-mo yield$90 · $96 on $10k0.96%

−8.5%Worst dropSmaller wins−9.3%

12.9%VolatilityLower wins13.9%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · ESGU

5.9%AAPL7.9%

5.0%MSFT6.0%

4.8%NVDA6.6%

2.7%AMZN3.9%

Held in common59.2%

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	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
2	BESGU	iShares ESG Aware MSCI USA ETFRead Desk	0.15%	0.96%	+0.4%	+8.6%	+9.2%	+21.5%	+10.2%	−9.3%	$17.3B
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	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
2	BESGU	iShares ESG Aware MSCI USA ETFRead Desk	0.15%	0.96%	+0.4%	+8.6%	+9.2%	+21.5%	+10.2%	−9.3%	$17.3B
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 ESGU

DFAC

Dimensional - US Core Equity 2

$16,525

ESGU

iShares ESG Aware MSCI USA

$16,246

MeasureDFACESGU

Fee0.21%0.15%

Cost on $10k a year$21$15

Yield0.90%0.96%

5 years, per year+10.6%+10.2%

3 years, per year+21.0%+21.5%

Worst drop · 1Y−8.5%−9.3%

Volatility · 1Y12.9%13.9%

3–3measures won
level

59.2%

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$59.1B

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, ESGU, VUG

Today

59.2%most shared, DFAC and ESGU

DFACESGUVUG

DFAC—59.2%35.7%

ESGU59.2%—52.7%

VUG35.7%52.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$81most kept, ESGU

ESGU$96 − $15 = $81

DFAC$90 − $21 = $69

VUG$42 − $3 = $39

KeptFee

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