ESG vs DFAC

AESG

BDFAC

Measures won2–3DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,584ESG · DFAC $17,417

Lowest cost0.21%DFAC · $21 on $10k

Most income0.87%DFAC · $87 on $10k

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

Held in common45.0%ESG and DFAC

ESG

DFAC

Northern Trust STOXX US ESG Select ETF · $136MDimensional - US Core Equity 2 ETF · $87.6B

+23.2%3 years · per year$18,693 · $18,682+23.2%

+11.9%5 years · per year$17,584 · $17,417+11.7%

0.33%Expense ratio$33 · $21 on $10k · lower wins0.21%

0.81%12-mo yield$81 · $87 on $10k0.87%

−8.7%Worst dropSmaller wins−8.5%

11.6%VolatilityLower wins12.3%

2–3DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsESG · DFAC

4.9%AAPL5.6%

5.2%MSFT4.8%

4.6%NVDA5.3%

4.4%LLY1.3%

Held in common45.0%

End-of-day Nov 4, 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	AESG	Northern Trust STOXX US ESG Select ETFRead Desk		0.33%	0.81%	+1.8%	+17.6%	+19.0%	+23.2%	+11.9%	−8.7%	$136M
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$87.6B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AESG	Northern Trust STOXX US ESG Select ETFRead Desk		0.33%	0.81%	+1.8%	+17.6%	+19.0%	+23.2%	+11.9%	−8.7%	$136M
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$87.6B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ESG vs DFAC

ESG

Northern Trust STOXX US ESG Select

$17,584

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureESGDFAC

Fee0.33%0.21%

Cost on $10k a year$33$21

Yield0.81%0.87%

5 years, per year+11.9%+11.7%

3 years, per year+23.2%+23.2%

Worst drop · 1Y−8.7%−8.5%

Volatility · 1Y11.6%12.3%

3–2measures won
DFAC first

45.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: ESG, DFAC

Today

45.0%most shared, ESG and DFAC

ESGDFAC

ESG—45.0%

DFAC45.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$66most kept, DFAC

DFAC$87 − $21 = $66

ESG$81 − $33 = $48

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee