ESG vs DFAC

AESG

BDFAC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,727ESG · DFAC $16,526

Lowest cost0.03%VUG · $3 on $10k

Most income0.90%DFAC · $90 on $10k

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

Held in common45.3%ESG and DFAC

ESG

DFAC

Northern Trust STOXX US ESG Select ETF · $139MDimensional - US Core Equity 2 ETF · $89.2B

+21.3%3 years · per year$17,841 · $17,812+21.2%

+10.8%5 years · per year$16,727 · $16,526+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%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsESG · DFAC

5.1%AAPL5.8%

5.4%MSFT5.0%

4.4%NVDA5.1%

4.3%LLY1.3%

Held in common45.3%

End-of-day Nov 5, 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%	0.85%	−4.0%	+12.9%	+15.3%	+21.3%	+10.8%	−8.7%	$139M
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

End-of-day Nov 5, 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%	0.85%	−4.0%	+12.9%	+15.3%	+21.3%	+10.8%	−8.7%	$139M
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

End-of-day Nov 5, 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

$16,727

DFAC

Dimensional - US Core Equity 2

$16,526

MeasureESGDFAC

Fee0.33%0.21%

Cost on $10k a year$33$21

Yield0.85%0.90%

5 years, per year+10.8%+10.6%

3 years, per year+21.3%+21.2%

Worst drop · 1Y−8.7%−8.5%

Volatility · 1Y12.3%12.9%

3–3measures won
level

45.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: ESG, DFAC, VUG

Today

45.3%most shared, ESG and DFAC

ESGDFACVUG

ESG—45.3%34.8%

DFAC45.3%—36.2%

VUG34.8%36.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

ESG$85 − $33 = $52

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee