Compare · 3 funds side by side · dividends reinvested

SUSA, DFAC and VOO

SUSAiShares×DFACDimensional×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

SUSA, DFAC and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$89.2B1.6

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.8

iShares ESG Optimized MSCI USA ETFUS Stock Styles · Large cap0.25%0.86%+8.7%+9.9%+21.4%+9.2%−9.7%14.0%$4.1B2.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: SUSA 2005 · DFAC 2005 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares ESG Optimized MSCI USA ETF · $4.1B$15,524

SUSA

DFAC

Dimensional - US Core Equity 2 ETF · $89.2B$16,526

$10,000 five years ago, dividends reinvested · they hold 45.1% in common

SUSAMeasureDFAC

+8.7%Year to dateJan 1 → Nov 5+11.2%

+9.9%1 yearTotal return+14.3%

+21.4%3 years · per year$10,000 became $17,896 · $17,812+21.2%

+9.2%5 years · per year$10,000 became $15,524 · $16,526+10.6%

0.25%Expense ratio$25 · $21 a year on $10k · lower is better0.21%

0.86%Trailing 12-mo yield$86 · $90 a year on $10k0.90%

−9.7%Worst dropSmaller is better−8.5%

14.0%VolatilityLower is calmer12.9%

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

1–7DFAC wins

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

More Ways to See the Pairs

SUSA vs DFAC: Top 5 Holdings

Today

SUSA

23.4%in top 5

DFAC

in top 520.5%

SUSAStockDFAC

6.9%AAPL5.8%

6.6%NVDA5.1%

4.8%MSFT5.0%

2.7%GOOGnot top 5

not top 5AMZN2.7%

2.4%AVGOnot top 5

not top 5META1.9%

Held in common45.1%

End-of-day Nov 5, 2026 · share of each fund

SUSA vs DFAC Returns, Every Period

iSharesSUSA

+9.2%

5 years, per year

DFACDimensional

+10.6%

5 years, per year

SUSADFACFaded: behind in that period

1–3DFAC wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: SUSA vs VOO

YTD

iSharesSUSA

+8.7%

VOOVanguard

+8.4%

+8.7%Year to date+8.4%

−9.7%Worst drop · 1Y−8.9%

14.0%Volatility · 1Y13.5%

0.9%Yield1.1%

$4.1BAssets$1.00T

3–1VOO wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SUSA, DFAC, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

DFAC0.21%$21

SUSA0.25%$25

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SUSA, DFAC, VOO

1.10%highest, VOO

FundTrailing yieldYield$10k

VOO1.10%$110

DFAC0.90%$90

SUSA0.86%$86

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

DFAC$90 − $21 = $69

SUSA$86 − $25 = $61

KeptFee

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

Overlap: SUSA, DFAC, VOO

Today

67.8%most shared, DFAC and VOO

SUSADFACVOO

SUSA—45.1%56.9%

DFAC45.1%—67.8%

VOO56.9%67.8%—

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

Return vs Bumpiness: 3 ETFs

+14.3%DFAC, at 12.9% volatility

DFACWorst drop−8.5%12.9% vol

VOOWorst drop−8.9%13.5% vol

SUSAWorst drop−9.7%14.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VOODFAC

+8.4%Year to date+11.2%

1.1%Yield0.9%

+9.8%Past year+14.3%

0.03%Fee0.21%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026