ESGV vs DFAC

AESGV

BDFAC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · ESGV $16,956

Lowest cost0.09%ESGV · $9 on $10k

Most income0.88%ESGV · $88 on $10k

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

Held in common62.0%ESGV and DFAC

ESGV

DFAC

Vanguard ESG U.S. Stock ETF · $13.4BDimensional - US Core Equity 2 ETF · $87.6B

+24.3%3 years · per year$19,204 · $18,682+23.2%

+11.1%5 years · per year$16,956 · $17,417+11.7%

0.09%Expense ratio$9 · $21 on $10k · lower wins0.21%

0.88%12-mo yield$88 · $87 on $10k0.87%

−11.6%Worst dropSmaller wins−8.5%

14.7%VolatilityLower wins12.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsESGV · DFAC

8.0%AAPL5.6%

8.9%NVDA5.3%

6.4%MSFT4.8%

4.0%AMZN2.6%

Held in common62.0%

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	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
2	AESGV	Vanguard ESG U.S. Stock ETFRead Desk		0.09%	0.88%	+2.1%	+12.7%	+12.4%	+24.3%	+11.1%	−11.6%	$13.4B

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	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
2	AESGV	Vanguard ESG U.S. Stock ETFRead Desk		0.09%	0.88%	+2.1%	+12.7%	+12.4%	+24.3%	+11.1%	−11.6%	$13.4B

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

ESGV vs DFAC

ESGV

Vanguard ESG U.S. Stock

$16,956

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureESGVDFAC

Fee0.09%0.21%

Cost on $10k a year$9$21

Yield0.88%0.87%

5 years, per year+11.1%+11.7%

3 years, per year+24.3%+23.2%

Worst drop · 1Y−11.6%−8.5%

Volatility · 1Y14.7%12.3%

3–2measures won
DFAC first

62.0%

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: ESGV, DFAC

Today

62.0%most shared, ESGV and DFAC

ESGVDFAC

ESGV—62.0%

DFAC62.0%—

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

Income After Fees on $10,000

$79most kept, ESGV

ESGV$88 − $9 = $79

DFAC$87 − $21 = $66

KeptFee

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