Compare · 2 funds side by side · dividends reinvested

SUSL and DFAC

SUSLiShares×DFACDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,863SUSL · best of the two

02 / 04

SUSL and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares ESG MSCI USA Leaders ETFUS Stock Styles · Large cap0.10%0.93%+13.4%+13.6%+24.5%+12.3%−11.4%14.1%$1.2B1.5

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+15.8%+17.7%+23.2%+11.7%−8.5%12.3%$89.2B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: SUSL 2019 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $89.2B$17,417

DFAC

SUSL

iShares ESG MSCI USA Leaders ETF · $1.2B$17,863

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

DFACMeasureSUSL

+15.8%Year to dateJan 1 → Nov 4+13.4%

+17.7%1 yearTotal return+13.6%

+23.2%3 years · per year$10,000 became $18,682 · $19,318+24.5%

+11.7%5 years · per year$10,000 became $17,417 · $17,863+12.3%

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

0.87%Trailing 12-mo yield$87 · $93 a year on $10k0.93%

−8.5%Worst dropSmaller is better−11.4%

12.3%VolatilityLower is calmer14.1%

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

4–4Level

End-of-day Nov 4, 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

20.1%in top 5

SUSL

in top 536.7%

DFACStockSUSL

5.3%NVDA13.9%

4.8%MSFT10.8%

5.6%AAPLnot top 5

not top 5GOOGL4.8%

not top 5GOOG3.8%

not top 5TSLA3.3%

2.6%AMZNnot top 5

1.9%METAnot top 5

Held in common40.7%

End-of-day Nov 4, 2026 · share of each fund

DFAC vs SUSL Returns, Every Period

DimensionalDFAC

+11.7%

5 years, per year

SUSLiShares

+12.3%

5 years, per year

DFACSUSLFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DFAC vs SUSL

YTD

DimensionalDFAC

+15.8%

SUSLiShares

+13.4%

+15.8%Year to date+13.4%

−8.5%Worst drop · 1Y−11.4%

12.3%Volatility · 1Y14.1%

0.9%Yield0.9%

$89.2BAssets$1.2B

3–0DFAC wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SUSL, DFAC

Today

0.10%lowest, SUSL

FundExpense ratioFee$10k

SUSL0.10%$10

DFAC0.21%$21

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SUSL, DFAC

0.93%highest, SUSL

FundTrailing yieldYield$10k

SUSL0.93%$93

DFAC0.87%$87

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$83most kept, SUSL

SUSL$93 − $10 = $83

DFAC$87 − $21 = $66

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SUSL, DFAC

Today

40.7%most shared, SUSL and DFAC

SUSLDFAC

SUSL—40.7%

DFAC40.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.7%DFAC, at 12.3% volatility

DFACWorst drop−8.5%12.3% vol

SUSLWorst drop−11.4%14.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SUSLDFAC

+13.4%Year to date+15.8%

0.9%Yield0.9%

+13.6%Past year+17.7%

0.10%Fee0.21%

2–1DFAC wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026