Compare · 3 funds side by side · dividends reinvested

SUSL, VTV and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,865VTV · best of the three

02 / 04

SUSL, VTV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.3

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%$1.2B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.5

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 · VTV 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

SUSL

VTV

Vanguard Morningstar Value ETF · $184B$17,865

$10,000 five years ago, dividends reinvested · they hold 38.6% in common

SUSLMeasureVTV

+10.6%Year to dateJan 1 → Nov 9+20.9%

+13.5%1 yearTotal return+25.4%

+22.0%3 years · per year$10,000 became $18,152 · $17,700+21.0%

+11.4%5 years · per year$10,000 became $17,121 · $17,865+12.3%

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

0.95%Trailing 12-mo yield$95 · $183 a year on $10k1.83%

−11.4%Worst dropSmaller is better−6.4%

14.9%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 9, 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

36.5%in top 5

VTV

in top 515.8%

SUSLStockVTV

12.9%NVDAnot top 5

11.3%MSFTnot top 5

5.0%GOOGLnot top 5

not top 5MU4.6%

4.0%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 common38.6%

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

SUSL vs VTV Returns, Every Period

iSharesSUSL

+11.4%

5 years, per year

VTVVanguard

+12.3%

5 years, per year

SUSLVTVFaded: behind in that period

1–3VTV wins

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

SUSL vs VTV

YTD

iSharesSUSL

+10.6%

VTVVanguard

+20.9%

+10.6%Year to date+20.9%

−11.4%Worst drop · 1Y−6.4%

14.9%Volatility · 1Y10.8%

1.0%Yield1.8%

$1.2BAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: SUSL, VTV, VUG

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VUG0.03%$3

SUSL0.10%$10

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SUSL, VTV, VUG

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

SUSL0.95%$95

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

SUSL$95 − $10 = $85

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SUSL, VTV, VUG

Today

54.2%most shared, SUSL and VUG

SUSLVTVVUG

SUSL—38.6%54.2%

VTV38.6%—1.9%

VUG54.2%1.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+25.4%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

SUSLWorst drop−11.4%14.9% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VTVSUSL

+20.9%Year to date+10.6%

1.8%Yield1.0%

+25.4%Past year+13.5%

0.03%Fee0.10%

4–0VTV wins

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$61.4B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026