Compare · 4 funds side by side · dividends reinvested

DFAC, SUSL, VUG and VO

DFACDimensional×SUSLiShares×VUGVanguard×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,856SUSL · best of the four

02 / 04

DFAC, SUSL, VUG and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B2.0

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.4%+13.8%+21.0%+10.6%−8.5%12.9%$85.6B2.3

iShares ESG MSCI USA Leaders ETFUS Stock Styles · Large cap0.10%0.97%+8.6%+9.9%+22.1%+11.0%−11.4%14.9%$1.2B2.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B3.1

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: DFAC 2005 · SUSL 2019 · VUG 2004 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.6B$16,525

DFAC

SUSL

iShares ESG MSCI USA Leaders ETF · $1.2B$16,856

$10,000 five years ago, dividends reinvested · they hold 40.8% in common

DFACMeasureSUSL

+11.4%Year to dateJan 1 → Nov 6+8.6%

+13.8%1 yearTotal return+9.9%

+21.0%3 years · per year$10,000 became $17,722 · $18,205+22.1%

+10.6%5 years · per year$10,000 became $16,525 · $16,856+11.0%

0.21%Expense ratio$21 · $10 a year on $10k · lower is better0.10%

0.90%Trailing 12-mo yield$90 · $97 a year on $10k0.97%

−8.5%Worst dropSmaller is better−11.4%

12.9%VolatilityLower is calmer14.9%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAC vs SUSL: Top 5 Holdings

Today

DFAC

20.4%in top 5

SUSL

in top 536.4%

DFACStockSUSL

4.8%NVDA12.6%

5.0%MSFT11.4%

5.9%AAPLnot top 5

not top 5GOOGL5.0%

not top 5GOOG4.0%

not top 5LLY3.3%

2.7%AMZNnot top 5

1.9%METAnot top 5

Held in common40.8%

End-of-day Nov 6, 2026 · share of each fund

DFAC vs SUSL Returns, Every Period

DimensionalDFAC

+10.6%

5 years, per year

SUSLiShares

+11.0%

5 years, per year

DFACSUSLFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

DFAC vs VO

YTD

DimensionalDFAC

+11.4%

VOVanguard

+10.6%

+11.4%Year to date+10.6%

−8.5%Worst drop · 1Y−8.2%

12.9%Volatility · 1Y12.9%

0.9%Yield1.4%

$85.6BAssets$103B

2–1VO wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, SUSL, VUG, VO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VO0.03%$3

SUSL0.10%$10

DFAC0.21%$21

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFAC, SUSL, VUG, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

SUSL0.97%$97

DFAC0.90%$90

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

SUSL$97 − $10 = $87

DFAC$90 − $21 = $69

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DFAC, SUSL, VUG, VO

Today

53.6%most shared, SUSL and VUG

DFACSUSLVUGVO

DFAC—40.8%35.7%19.7%

SUSL40.8%—53.6%16.9%

VUG35.7%53.6%—10.2%

VO19.7%16.9%10.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+13.8%DFAC, at 12.9% volatility

VOWorst drop−8.2%12.9% vol

DFACWorst drop−8.5%12.9% vol

SUSLWorst drop−11.4%14.9% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VODFAC

+10.6%Year to date+11.4%

1.4%Yield0.9%

+11.6%Past year+13.8%

0.03%Fee0.21%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026