ESGU vs DFAC

AESGU

BDFAC

Measures won4–2ESGU wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · ESGU $17,147

Lowest cost0.03%VOO · $3 on $10k

Most income1.10%VOO · $110 on $10k

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

Held in common59.5%ESGU and DFAC

ESGU

DFAC

iShares ESG Aware MSCI USA ETF · $18.1BDimensional - US Core Equity 2 ETF · $89.2B

+23.9%3 years · per year$19,025 · $17,812+21.2%

+11.4%5 years · per year$17,147 · $16,526+10.6%

0.15%Expense ratio$15 · $21 on $10k · lower wins0.21%

0.92%12-mo yield$92 · $90 on $10k0.90%

−9.3%Worst dropSmaller wins−8.5%

13.2%VolatilityLower wins12.9%

4–2ESGU wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsESGU · DFAC

7.7%AAPL5.8%

7.0%NVDA5.1%

6.0%MSFT5.0%

3.8%AMZN2.7%

Held in common59.5%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	AESGU	iShares ESG Aware MSCI USA ETFRead Desk	0.15%	0.92%	+1.6%	+13.3%	+12.9%	+23.9%	+11.4%	−9.3%	$18.1B
3	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

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	AESGU	iShares ESG Aware MSCI USA ETFRead Desk	0.15%	0.92%	+1.6%	+13.3%	+12.9%	+23.9%	+11.4%	−9.3%	$18.1B
3	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

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

ESGU vs DFAC

ESGU

iShares ESG Aware MSCI USA

$17,147

DFAC

Dimensional - US Core Equity 2

$16,526

MeasureESGUDFAC

Fee0.15%0.21%

Cost on $10k a year$15$21

Yield0.92%0.90%

5 years, per year+11.4%+10.6%

3 years, per year+23.9%+21.2%

Worst drop · 1Y−9.3%−8.5%

Volatility · 1Y13.2%12.9%

3–2measures won
ESGU first

59.5%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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

Overlap: ESGU, DFAC, VOO

Today

75.6%most shared, ESGU and VOO

ESGUDFACVOO

ESGU—59.5%75.6%

DFAC59.5%—67.8%

VOO75.6%67.8%—

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

ESGU$92 − $15 = $77

DFAC$90 − $21 = $69

KeptFee

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