DFAC vs ESGV

ADFAC

BESGV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · ESGV $16,019

Lowest cost0.09%ESGV · $9 on $10k

Most income0.92%ESGV · $92 on $10k

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

Held in common61.8%DFAC and ESGV

DFAC

ESGV

Dimensional - US Core Equity 2 ETF · $85.7BVanguard ESG U.S. Stock ETF · $13.4B

+21.0%3 years · per year$17,722 · $18,075+21.8%

+10.6%5 years · per year$16,525 · $16,019+9.9%

0.21%Expense ratio$21 · $9 on $10k · lower wins0.09%

0.90%12-mo yield$90 · $92 on $10k0.92%

−8.5%Worst dropSmaller wins−11.6%

12.9%VolatilityLower wins15.3%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · ESGV

5.9%AAPL8.0%

5.0%MSFT6.4%

4.8%NVDA8.9%

2.7%AMZN4.0%

Held in common61.8%

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	BESGV	Vanguard ESG U.S. Stock ETFRead Desk	0.09%	0.92%	+0.3%	+8.0%	+8.6%	+21.8%	+9.9%	−11.6%	$13.4B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B

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	BESGV	Vanguard ESG U.S. Stock ETFRead Desk	0.09%	0.92%	+0.3%	+8.0%	+8.6%	+21.8%	+9.9%	−11.6%	$13.4B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B

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 ESGV

DFAC

Dimensional - US Core Equity 2

$16,525

ESGV

Vanguard ESG U.S. Stock

$16,019

MeasureDFACESGV

Fee0.21%0.09%

Cost on $10k a year$21$9

Yield0.90%0.92%

5 years, per year+10.6%+9.9%

3 years, per year+21.0%+21.8%

Worst drop · 1Y−8.5%−11.6%

Volatility · 1Y12.9%15.3%

3–2measures won
DFAC first

61.8%

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, ESGV, IWF

Today

61.9%most shared, ESGV and IWF

DFACESGVIWF

DFAC—61.8%40.2%

ESGV61.8%—61.9%

IWF40.2%61.9%—

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

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 6, 2026 · yield in dollars minus the fee