Compare · 2 funds side by side · dividends reinvested

SUSL and VIG

SUSLiShares×VIGVanguard×

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 VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.3

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%$1.2B1.8

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 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

SUSL

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 37.8% in common

SUSLMeasureVIG

+13.4%Year to dateJan 1 → Nov 4+16.4%

+13.6%1 yearTotal return+18.9%

+24.5%3 years · per year$10,000 became $19,318 · $17,533+20.6%

+12.3%5 years · per year$10,000 became $17,863 · $17,005+11.2%

0.10%Expense ratio$10 · $4 a year on $10k · lower is better0.04%

0.93%Trailing 12-mo yield$93 · $144 a year on $10k1.44%

−11.4%Worst dropSmaller is better−7.9%

14.1%VolatilityLower is calmer10.2%

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

2–6VIG wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SUSL vs VIG: Top 5 Holdings

Today

SUSL

36.7%in top 5

VIG

in top 522.1%

SUSLStockVIG

13.9%NVDAnot top 5

10.8%MSFT4.9%

not top 5AAPL4.9%

4.8%GOOGLnot top 5

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.8%GOOGnot top 5

3.3%TSLAnot top 5

Held in common37.8%

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

SUSL vs VIG Returns, Every Period

iSharesSUSL

+12.3%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

SUSLVIGFaded: behind in that period

2–2Level

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

Stocks vs Income: SUSL vs VIG

YTD

iSharesSUSL

+13.4%

VIGVanguard

+16.4%

+13.4%Year to date+16.4%

−11.4%Worst drop · 1Y−7.9%

14.1%Volatility · 1Y10.2%

0.9%Yield1.4%

$1.2BAssets$109B

4–0VIG wins

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

Cost, Income and Risk

Fees: SUSL, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SUSL0.10%$10

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

Yields: SUSL, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

SUSL0.93%$93

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

SUSL$93 − $10 = $83

KeptFee

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

Overlap: SUSL, VIG

Today

37.8%most shared, SUSL and VIG

SUSLVIG

SUSL—37.8%

VIG37.8%—

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

Return vs Bumpiness: 2 ETFs

+18.9%VIG, at 10.2% volatility

VIGWorst drop−7.9%10.2% 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

VIGSUSL

+16.4%Year to date+13.4%

1.4%Yield0.9%

+18.9%Past year+13.6%

0.04%Fee0.10%

4–0VIG 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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026