Compare · 3 funds side by side · dividends reinvested

SUSL, DFAC 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

SUSL, DFAC 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%$85.6B1.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B2.9

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: SUSL 2019 · DFAC 2005 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $85.6B$16,820

DFAC

SUSL

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

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

DFACMeasureSUSL

+14.1%Year to dateJan 1 → Nov 9+10.6%

+17.7%1 yearTotal return+13.5%

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

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

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

0.88%Trailing 12-mo yield$88 · $95 a year on $10k0.95%

−8.5%Worst dropSmaller is better−11.4%

13.1%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 9, 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 536.5%

DFACStockSUSL

4.9%NVDA12.9%

5.0%MSFT11.3%

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 common40.7%

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

DFAC vs SUSL Returns, Every Period

DimensionalDFAC

+11.0%

5 years, per year

SUSLiShares

+11.4%

5 years, per year

DFACSUSLFaded: behind in that period

2–2Level

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

DFAC vs SUSL

YTD

DimensionalDFAC

+14.1%

SUSLiShares

+10.6%

+14.1%Year to date+10.6%

−8.5%Worst drop · 1Y−11.4%

13.1%Volatility · 1Y14.9%

0.9%Yield1.0%

$85.6BAssets$1.2B

3–1DFAC wins

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

Cost, Income and Risk

Fees: SUSL, DFAC, 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: SUSL, DFAC, 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: SUSL, DFAC, IWF

Today

55.4%most shared, SUSL and IWF

SUSLDFACIWF

SUSL—40.7%55.4%

DFAC40.7%—40.3%

IWF55.4%40.3%—

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$59.7B

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%

$120BAssets$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