DFAU vs ESGD
Comparison between DIMENSIONAL US CORE EQUITY MARKET ETF (DFAU, ETF) and ISHARES ESG AWARE MSCI EAFE ETF (ESGD, ETF).
5-Year PerformanceDFAU has outperformed ESGD, delivering a return of +12.8% compared to +9.4%
DFAU vs ESGD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DFAU
$12B
ESGD
$12B
Expense Ratio
Winner
DFAU
0.12%
ESGD
0.20%
Max Drawdown
Winner
DFAU
24.34%
ESGD
36.32%
Sharpe Ratio
Winner
DFAU
1.34
ESGD
1.04
5Y Beta
DFAU
0.98
Winner
ESGD
0.74
P/E Ratio
DFAU
23.54
ESGD
N/A
Forward P/E
DFAU
18.93
ESGD
N/A
5Y Dividends CAGR
Winner
DFAU
29.47%
ESGD
17.52%
5Y EPS CAGR
DFAU
24.60%
ESGD
N/A
Debt to Equity
DFAU
60.52%
ESGD
N/A
P/S Ratio
DFAU
2.88
ESGD
N/A
P/B Ratio
DFAU
4.58
ESGD
N/A
DFAU vs ESGD - Holdings Comparison
DFAU and ESGD have 2 common holdings. Overlap is 0.05%
DFAU's top 25 holdings weight is 43.99%. ESGD's top 25 holdings weight is 26.81%.
| Rank | DFAU | ESGD |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.96% | ASML HOLDING NV (n/a) - 3.30% |
| #2 | APPLE INC (AAPL) - 6.16% | HSBC HOLDINGS PLC (n/a) - 1.54% |
| #3 | MICROSOFT CORP (MSFT) - 5.19% | NOVARTIS AG REGISTERED SHARES (n/a) - 1.49% |
| #4 | AMAZON.COM INC (AMZN) - 3.13% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.24% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 2.65% | SIEMENS AG (n/a) - 1.19% |
| #6 | META PLATFORMS INC CLASS A (META) - 2.26% | SAP SE (n/a) - 1.14% |
| #7 | BROADCOM INC (AVGO) - 2.25% | NESTLE SA (n/a) - 1.08% |
| #8 | ALPHABET INC CLASS C (GOOG) - 2.19% | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 1.02% |
| #9 | TESLA INC (TSLA) - 1.90% | ABB LTD (n/a) - 1.02% |
| #10 | JPMORGAN CHASE & CO (JPM) - 1.31% | ALLIANZ SE (n/a) - 1.02% |
| #11 | ELI LILLY AND CO (LLY) - 1.25% | INTESA SANPAOLO (n/a) - 0.99% |
| #12 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.17% | SHELL PLC (n/a) - 0.98% |
| #13 | VISA INC CLASS A (V) - 0.79% | ASTRAZENECA PLC (AZN:XLON) - 0.95% |
| #14 | EXXON MOBIL CORP (XOM) - 0.74% | BHP GROUP LTD (n/a) - 0.91% |
| #15 | MASTERCARD INC CLASS A (MA) - 0.71% | SCHNEIDER ELECTRIC SE (n/a) - 0.88% |
| #16 | JOHNSON & JOHNSON (JNJ) - 0.66% | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.86% |
| #17 | WALMART INC (WMT) - 0.64% | TOTALENERGIES SE (TTE) - 0.85% |
| #18 | ABBVIE INC (ABBV) - 0.56% | BNP PARIBAS ACT. CAT.A (n/a) - 0.84% |
| #19 | PROCTER & GAMBLE CO (PG) - 0.55% | TOKYO ELECTRON LTD (n/a) - 0.84% |
| #20 | NETFLIX INC (NFLX) - 0.52% | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 0.84% |
| #21 | BANK OF AMERICA CORP (BAC) - 0.50% | IBERDROLA SA (n/a) - 0.80% |
| #22 | THE HOME DEPOT INC (HD) - 0.50% | TOYOTA MOTOR CORP (n/a) - 0.78% |
| #23 | ORACLE CORP (ORCL) - 0.48% | SONY GROUP CORP (n/a) - 0.78% |
| #24 | COSTCO WHOLESALE CORP (COST) - 0.47% | HITACHI LTD (n/a) - 0.76% |
| #25 | MICRON TECHNOLOGY INC (MU) - 0.45% | UBS GROUP AG REGISTERED SHARES (n/a) - 0.71% |
| Total Holdings | 2016 | 373 |
DFAU vs ESGD - Historical Returns
Returns include dividend reinvestment.
1M
DFAU
+2.43%
Winner
ESGD
+4.03%
3M
DFAU
+4.26%
Winner
ESGD
+6.00%
6M
Winner
DFAU
+11.42%
ESGD
+5.19%
1Y
Winner
DFAU
+22.72%
ESGD
+21.86%
5Y(CAGR)
Winner
DFAU
+12.76%
ESGD
+9.44%
10Y(CAGR)
DFAU
N/A
ESGD
+9.53%
Max(CAGR)
Winner
DFAU
+15.52%
ESGD
+10.08%
DFAU vs ESGD - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | DFAU | ESGD |
|---|---|---|
| 2026 | +13.51% | +13.43% |
| 2025 | +16.92% | +30.15% |
| 2024 | +23.99% | +5.27% |
| 2023 | +25.25% | +17.62% |
| 2022 | -17.41% | -15.64% |
| 2021 | +28.75% | +11.04% |
| 2020 | +6.48% | +7.27% |
| 2019 | N/A | +24.28% |
| 2018 | N/A | -13.80% |
| 2017 | N/A | +24.81% |
| 2016 | N/A | +5.46% |
DFAU vs ESGD Drawdown Comparison
The maximum drawdown for DFAU was -23.61%, occurring on Sep 30, 2022. Recovery took 488 trading sessions.
The maximum drawdown for ESGD was -33.70%, occurring on Mar 23, 2020. Recovery took 207 trading sessions.
The current DFAU drawdown is -1.47%. The current ESGD drawdown is -0.44%.
| Rank | DFAU | ESGD |
|---|---|---|
| #1 | -23.61% Jan 4, 2022 - Dec 13, 2023 | -33.70% Jan 17, 2020 - Nov 11, 2020 |
| #2 | -19.36% Feb 19, 2025 - Jun 27, 2025 | -29.99% Sep 7, 2021 - Feb 22, 2024 |
| #3 | -8.67% Feb 9, 2026 - Apr 14, 2026 | -21.96% Jan 26, 2018 - Dec 27, 2019 |
| #4 | -8.53% Jul 16, 2024 - Sep 19, 2024 | -13.86% Mar 19, 2025 - Apr 29, 2025 |
| #5 | -5.50% Mar 28, 2024 - May 15, 2024 | -11.68% Feb 25, 2026 - Jun 15, 2026 |
| #6 | -5.11% Oct 28, 2025 - Dec 5, 2025 | -10.13% Sep 26, 2024 - Mar 5, 2025 |
| #7 | -4.98% Nov 16, 2021 - Dec 27, 2021 | -7.72% Jul 12, 2024 - Aug 21, 2024 |
| #8 | -4.88% Dec 4, 2024 - Feb 18, 2025 | -5.79% Nov 12, 2025 - Dec 11, 2025 |
| #9 | -4.58% Sep 2, 2021 - Oct 19, 2021 | -5.66% Sep 28, 2016 - Jan 5, 2017 |
| #10 | -4.25% Jun 2, 2026 - Aug 3, 2026 | -5.42% Jun 15, 2021 - Aug 13, 2021 |
| #11 | -4.14% May 7, 2021 - Jun 8, 2021 | -4.94% Mar 27, 2024 - May 9, 2024 |
| #12 | -4.01% Feb 12, 2021 - Mar 11, 2021 | -4.61% Jul 23, 2025 - Aug 15, 2025 |
| #13 | -3.85% Jan 20, 2021 - Feb 4, 2021 | -4.54% Jan 8, 2021 - Feb 11, 2021 |
| #14 | -3.42% Jul 12, 2021 - Jul 23, 2021 | -3.74% Aug 30, 2024 - Sep 19, 2024 |
| #15 | -3.10% Oct 8, 2025 - Oct 24, 2025 | -3.70% Feb 16, 2021 - Apr 5, 2021 |
Correlation
Correlation between DFAU and ESGD is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2016 - 2026)
DFAU vs ESGD dividend yield comparison.
| Year | DFAU | ESGD |
|---|---|---|
| 2026 | 0.43% | 1.52% |
| 2025 | 0.95% | 3.60% |
| 2024 | 1.10% | 3.23% |
| 2023 | 1.29% | 3.02% |
| 2022 | 1.40% | 2.59% |
| 2021 | 1.00% | 2.75% |
| 2020 | 0.13% | 1.63% |
| 2019 | 0.00% | 2.57% |
| 2018 | 0.00% | 2.69% |
| 2017 | 0.00% | 2.65% |
| 2016 | 0.00% | 0.09% |
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