ESG vs DFAC

AESG

BDFAC

Measures won2–3DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,584ESG · DFAC $17,417

Lowest cost0.18%IWF · $18 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 · $139MDimensional - US Core Equity 2 ETF · $89.2B

+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 yearsAll three, one 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

All Three

5Y3 funds

#
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%	$139M
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%	$89.2B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B

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

All Three

5Y3 funds

#
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%	$139M
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%	$89.2B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: ESG, DFAC, IWF

Today

45.0%most shared, ESG and DFAC

ESGDFACIWF

ESG—45.0%40.2%

DFAC45.0%—40.8%

IWF40.2%40.8%—

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

IWF$37 − $18 = $19

KeptFee

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