Compare · 3 funds side by side · dividends reinvested

SUSL, VTV and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,892VTV · best of the three

Story of the three · IncomeMost incomeVTV · 1.81% · $181 a year on $10k

Story of the three · RiskSmallest drop

SUSL, VTV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.81%+22.3%+25.5%+21.2%+12.3%−6.4%10.8%$184B1.1

iShares ESG MSCI USA Leaders ETFUS Stock Styles · Large cap0.10%0.95%+10.8%+11.6%+21.5%+11.2%−11.4%14.8%$1.1B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$117B3.0

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

End-of-day Nov 11, 2026 · returns include dividends · since: SUSL 2019 · VTV 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares ESG MSCI USA Leaders ETF · $1.1B$17,009

SUSL

VTV

Vanguard Morningstar Value ETF · $184B$17,892

$10,000 five years ago, dividends reinvested · they hold 39.0% in common

SUSLMeasure

More Ways to See the Pairs

SUSL vs VTV: Top 5 Holdings

Today

SUSL

35.3%in top 5

VTV

in top 515.8%

SUSLStockVTV

11.6%NVDAnot top 5

11.2%MSFTnot top 5

5.0%GOOGLnot top 5

not top 5MU4.6%

4.0%GOOGnot top 5

Cost, Income and Risk

Fees: SUSL, VTV, IWF

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

SUSL0.10%$10

IWF0.18%$18

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: SUSL, VTV, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.3%

SCHVSchwab

+19.9%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

VTV

+10.8%Year to dateJan 1 → Nov 11+22.3%

+11.6%1 yearTotal return+25.5%

+21.5%3 years · per year$10,000 became $17,937 · $17,809+21.2%

+11.2%5 years · per year$10,000 became $17,009 · $17,892+12.3%

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

0.95%Trailing 12-mo yield$95 · $181 a year on $10k1.81%

−11.4%Worst dropSmaller is better−6.4%

14.8%VolatilityLower is calmer10.8%

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

1–7VTV wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.4%LLYnot top 5

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

Held in common39.0%

End-of-day Nov 11, 2026 · share of each fund

SUSL vs VTV Returns, Every Period

5Y

iSharesSUSL

+11.2%

5 years, per year

VTVVanguard

+12.3%

5 years, per year

SUSLVTVFaded: behind in that period

1–3VTV wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

SUSL vs VTV

YTD

iSharesSUSL

+10.8%

VTVVanguard

+22.3%

+10.8%Year to date+22.3%

−11.4%Worst drop · 1Y−6.4%

14.8%Volatility · 1Y10.8%

0.9%Yield1.8%

$1.1BAssets$184B

4–0VTV wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

1.81%highest, VTV

FundTrailing yieldYield$10k

VTV1.81%$181

SUSL0.95%$95

IWF0.37%$37

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$178most kept, VTV

VTV$181 − $3 = $178

SUSL$95 − $10 = $85

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: SUSL, VTV, IWF

Today

54.9%most shared, SUSL and IWF

SUSLVTVIWF

SUSL—39.0%54.9%

VTV39.0%—11.9%

IWF54.9%11.9%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+25.5%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

SUSLWorst drop−11.4%14.8% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

VTVSUSL

+22.3%Year to date+10.8%

1.8%Yield0.9%

+25.5%Past year+11.6%

0.03%Fee0.10%

4–0VTV wins

End-of-day Nov 11, 2026

+22.3%Year to date+19.9%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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SUSL, VTV and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three