Compare · 2 funds side by side · dividends reinvested

SUSL and VTV

SUSLiShares×VTVVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,626VTV · best of the two

02 / 04

SUSL and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.86%+19.0%+24.0%+21.3%+12.0%−6.4%10.7%$184B1.1

iShares ESG MSCI USA Leaders ETFUS Stock Styles · Large cap0.10%0.97%+8.1%+10.0%+22.3%+11.1%−11.4%14.9%$1.2B1.9

Rank among the two1st → 2ndFee, 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: SUSL 2019 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares ESG MSCI USA Leaders ETF · $1.2B$16,895

SUSL

VTV

Vanguard Morningstar Value ETF · $184B$17,626

$10,000 five years ago, dividends reinvested · they hold 38.2% in common

SUSLMeasureVTV

+8.1%Year to dateJan 1 → Nov 5+19.0%

+10.0%1 yearTotal return+24.0%

+22.3%3 years · per year$10,000 became $18,308 · $17,832+21.3%

+11.1%5 years · per year$10,000 became $16,895 · $17,626+12.0%

0.10%Expense ratio$10 · $3 a year on $10k · lower is better0.03%

0.97%Trailing 12-mo yield$97 · $186 a year on $10k1.86%

−11.4%Worst dropSmaller is better−6.4%

14.9%VolatilityLower is calmer10.7%

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

1–7VTV wins

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

More Ways to See the Pairs

SUSL vs VTV: Top 5 Holdings

Today

SUSL

36.7%in top 5

VTV

in top 515.8%

SUSLStockVTV

13.3%NVDAnot top 5

11.3%MSFTnot top 5

4.9%GOOGLnot top 5

not top 5MU4.6%

3.9%GOOGnot top 5

not top 5JPM3.3%

3.3%LLYnot top 5

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

Held in common38.2%

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

SUSL vs VTV Returns, Every Period

iSharesSUSL

+11.1%

5 years, per year

VTVVanguard

+12.0%

5 years, per year

SUSLVTVFaded: behind in that period

1–3VTV wins

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

SUSL vs VTV

YTD

iSharesSUSL

+8.1%

VTVVanguard

+19.0%

+8.1%Year to date+19.0%

−11.4%Worst drop · 1Y−6.4%

14.9%Volatility · 1Y10.7%

1.0%Yield1.9%

$1.2BAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: SUSL, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

SUSL0.10%$10

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

Yields: SUSL, VTV

1.86%highest, VTV

FundTrailing yieldYield$10k

VTV1.86%$186

SUSL0.97%$97

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

SUSL$97 − $10 = $87

KeptFee

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

Overlap: SUSL, VTV

Today

38.2%most shared, SUSL and VTV

SUSLVTV

SUSL—38.2%

VTV38.2%—

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

Return vs Bumpiness: 2 ETFs

+24.0%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

SUSLWorst drop−11.4%14.9% vol

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

Paid More vs Made More

YTD

VTVSUSL

+19.0%Year to date+8.1%

1.9%Yield1.0%

+24.0%Past year+10.0%

0.03%Fee0.10%

4–0VTV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026