Compare · 3 funds side by side · dividends reinvested

DFAC, SUSL and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,121SUSL · best of the three

02 / 04

DFAC, SUSL and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares ESG MSCI USA Leaders ETFUS Stock Styles · Large cap0.10%0.95%+10.6%+13.5%+22.0%+11.4%−11.4%14.9%$1.2B1.5

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+17.7%+21.2%+11.0%−8.5%13.1%$87.7B1.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.9

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: DFAC 2005 · SUSL 2019 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares ESG MSCI USA Leaders ETF · $1.2B$17,121

SUSL

DFAC

Dimensional - US Core Equity 2 ETF · $87.7B$16,820

$10,000 five years ago, dividends reinvested · they hold 40.7% in common

SUSLMeasureDFAC

+10.6%Year to dateJan 1 → Nov 9+14.1%

+13.5%1 yearTotal return+17.7%

+22.0%3 years · per year$10,000 became $18,152 · $17,787+21.2%

+11.4%5 years · per year$10,000 became $17,121 · $16,820+11.0%

0.10%Expense ratio$10 · $21 a year on $10k · lower is better0.21%

0.95%Trailing 12-mo yield$95 · $88 a year on $10k0.88%

−11.4%Worst dropSmaller is better−8.5%

14.9%VolatilityLower is calmer13.1%

SUSLDFAC Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SUSL vs DFAC: Top 5 Holdings

Today

SUSL

36.5%in top 5

DFAC

in top 520.4%

SUSLStockDFAC

12.9%NVDA4.9%

11.3%MSFT5.0%

not top 5AAPL5.9%

5.0%GOOGLnot top 5

4.0%GOOGnot top 5

3.3%LLYnot top 5

not top 5AMZN2.7%

not top 5META1.9%

Held in common40.7%

End-of-day Nov 9, 2026 · share of each fund

SUSL vs DFAC Returns, Every Period

iSharesSUSL

+11.4%

5 years, per year

DFACDimensional

+11.0%

5 years, per year

SUSLDFACFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

SUSL vs DFAC

YTD

iSharesSUSL

+10.6%

DFACDimensional

+14.1%

+10.6%Year to date+14.1%

−11.4%Worst drop · 1Y−8.5%

14.9%Volatility · 1Y13.1%

1.0%Yield0.9%

$1.2BAssets$87.7B

3–1DFAC wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, SUSL, IWF

Today

0.10%lowest, SUSL

FundExpense ratioFee$10k

SUSL0.10%$10

IWF0.18%$18

DFAC0.21%$21

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DFAC, SUSL, IWF

0.95%highest, SUSL

FundTrailing yieldYield$10k

SUSL0.95%$95

DFAC0.88%$88

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$85most kept, SUSL

SUSL$95 − $10 = $85

DFAC$88 − $21 = $67

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DFAC, SUSL, IWF

Today

55.4%most shared, SUSL and IWF

DFACSUSLIWF

DFAC—40.7%40.3%

SUSL40.7%—55.4%

IWF40.3%55.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.7%DFAC, at 13.1% volatility

DFACWorst drop−8.5%13.1% vol

SUSLWorst drop−11.4%14.9% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SUSLDFAC

+10.6%Year to date+14.1%

1.0%Yield0.9%

+13.5%Past year+17.7%

0.10%Fee0.21%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026