DFAC vs SUSL

ADFAC

BSUSL

Measures won2–4SUSL wins · of 6 · 5Y

$10,000 · 5Y$16,895SUSL · DFAC $16,526

Lowest cost0.10%SUSL · $10 on $10k

Most income0.93%SUSL · $93 on $10k

Smallest drop−8.5%DFAC · worst fall in 1Y

Held in common40.9%DFAC and SUSL

DFAC

SUSL

Dimensional - US Core Equity 2 ETF · $89.2BiShares ESG MSCI USA Leaders ETF · $1.2B

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

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

0.21%Expense ratio$21 · $10 on $10k · lower wins0.10%

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

−8.5%Worst dropSmaller wins−11.4%

12.3%VolatilityLower wins14.1%

2–4SUSL wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAC · SUSL

5.1%NVDA13.3%

5.0%MSFT11.3%

1.4%GOOGL4.9%

1.3%LLY3.3%

Held in common40.9%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSUSL	iShares ESG MSCI USA Leaders ETFRead Desk		0.10%	0.93%	+1.6%	+13.4%	+13.6%	+24.5%	+12.3%	−11.4%	$1.2B
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSUSL	iShares ESG MSCI USA Leaders ETFRead Desk		0.10%	0.93%	+1.6%	+13.4%	+13.6%	+24.5%	+12.3%	−11.4%	$1.2B
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAC vs SUSL

DFAC

Dimensional - US Core Equity 2

$17,417

SUSL

iShares ESG MSCI USA Leaders

$17,863

MeasureDFACSUSL

Fee0.21%0.10%

Cost on $10k a year$21$10

Yield0.87%0.93%

5 years, per year+11.7%+12.3%

3 years, per year+23.2%+24.5%

Worst drop · 1Y−8.5%−11.4%

Volatility · 1Y12.3%14.1%

3–2measures won
SUSL first

40.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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 5, 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 5, 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 5, 2026

Overlap: DFAC, SUSL

Today

40.9%most shared, DFAC and SUSL

DFACSUSL

DFAC—40.9%

SUSL40.9%—

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

Income After Fees on $10,000

$83most kept, SUSL

SUSL$93 − $10 = $83

DFAC$87 − $21 = $66

KeptFee

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