ESG vs DFAC

AESG

BDFAC

Measures won2–4DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · ESG $16,634

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common45.1%ESG and DFAC

ESG

DFAC

Northern Trust STOXX US ESG Select ETF · $133MDimensional - US Core Equity 2 ETF · $85.6B

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

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

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

0.85%12-mo yield$85 · $90 on $10k0.90%

−8.7%Worst dropSmaller wins−8.5%

12.3%VolatilityLower wins12.9%

2–4DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsESG · DFAC

5.3%AAPL5.9%

5.4%MSFT5.0%

4.2%NVDA4.8%

4.4%LLY1.3%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	AESG	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
3	BDFAC	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

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	AESG	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
3	BDFAC	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

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

ESG vs DFAC

ESG

Northern Trust STOXX US ESG Select

$16,635

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureESGDFAC

Fee0.33%0.21%

Cost on $10k a year$33$21

Yield0.85%0.90%

5 years, per year+10.7%+10.6%

3 years, per year+20.8%+21.0%

Worst drop · 1Y−8.7%−8.5%

Volatility · 1Y12.3%12.9%

4–2measures won
DFAC first

45.1%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: ESG, DFAC, VTV

Today

48.1%most shared, ESG and VTV

ESGDFACVTV

ESG—45.1%48.1%

DFAC45.1%—38.0%

VTV48.1%38.0%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

DFAC$90 − $21 = $69

ESG$85 − $33 = $52

KeptFee

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