ESGV vs DFAC

AESGV

BDFAC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,526DFAC · ESGV $16,004

Lowest cost0.09%ESGV · $9 on $10k

Most income0.92%ESGV · $92 on $10k

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

Held in common62.3%ESGV and DFAC

ESGV

DFAC

Vanguard ESG U.S. Stock ETF · $13.4BDimensional - US Core Equity 2 ETF · $85.7B

+22.1%3 years · per year$18,219 · $17,812+21.2%

+9.9%5 years · per year$16,004 · $16,526+10.6%

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

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

−11.6%Worst dropSmaller wins−8.5%

15.3%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsESGV · DFAC

8.0%AAPL5.8%

8.9%NVDA5.1%

6.4%MSFT5.0%

4.0%AMZN2.7%

Held in common62.3%

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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
2	AESGV	Vanguard ESG U.S. Stock ETFRead Desk	0.09%	0.92%	−4.5%	+7.6%	+8.7%	+22.1%	+9.9%	−11.6%	$13.4B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B

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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
2	AESGV	Vanguard ESG U.S. Stock ETFRead Desk	0.09%	0.92%	−4.5%	+7.6%	+8.7%	+22.1%	+9.9%	−11.6%	$13.4B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B

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

ESGV vs DFAC

ESGV

Vanguard ESG U.S. Stock

$16,004

DFAC

Dimensional - US Core Equity 2

$16,526

MeasureESGVDFAC

Fee0.09%0.21%

Cost on $10k a year$9$21

Yield0.92%0.90%

5 years, per year+9.9%+10.6%

3 years, per year+22.1%+21.2%

Worst drop · 1Y−11.6%−8.5%

Volatility · 1Y15.3%12.9%

3–2measures won
DFAC first

62.3%

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$59.1B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: ESGV, DFAC, IWF

Today

62.3%most shared, ESGV and DFAC

ESGVDFACIWF

ESGV—62.3%61.8%

DFAC62.3%—40.8%

IWF61.8%40.8%—

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

Income After Fees on $10,000

$83most kept, ESGV

ESGV$92 − $9 = $83

DFAC$90 − $21 = $69

IWF$39 − $18 = $21

KeptFee

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