DFAC vs SUSL

ADFAC

BSUSL

Measures won2–4SUSL wins · of 6 · 5Y

$10,000 · 5Y$16,856SUSL · DFAC $16,525

Lowest cost0.05%IJH · $5 on $10k

Most income1.26%IJH · $126 on $10k

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

Held in common40.8%DFAC and SUSL

DFAC

SUSL

Dimensional - US Core Equity 2 ETF · $85.7BiShares ESG MSCI USA Leaders ETF · $1.2B

+21.0%3 years · per year$17,722 · $18,205+22.1%

+10.6%5 years · per year$16,525 · $16,856+11.0%

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

0.90%12-mo yield$90 · $97 on $10k0.97%

−8.5%Worst dropSmaller wins−11.4%

12.9%VolatilityLower wins14.9%

2–4SUSL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · SUSL

5.0%MSFT11.4%

4.8%NVDA12.6%

1.4%GOOGL5.0%

1.3%LLY3.3%

Held in common40.8%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BSUSL	iShares ESG MSCI USA Leaders ETFRead Desk	0.10%	0.97%	+0.4%	+8.6%	+9.9%	+22.1%	+11.0%	−11.4%	$1.2B
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSUSL	iShares ESG MSCI USA Leaders ETFRead Desk	0.10%	0.97%	+0.4%	+8.6%	+9.9%	+22.1%	+11.0%	−11.4%	$1.2B
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B

End-of-day Nov 6, 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

$16,525

SUSL

iShares ESG MSCI USA Leaders

$16,856

MeasureDFACSUSL

Fee0.21%0.10%

Cost on $10k a year$21$10

Yield0.90%0.97%

5 years, per year+10.6%+11.0%

3 years, per year+21.0%+22.1%

Worst drop · 1Y−8.5%−11.4%

Volatility · 1Y12.9%14.9%

4–2measures won
SUSL first

40.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DFAC, SUSL, IJH

Today

40.8%most shared, DFAC and SUSL

DFACSUSLIJH

DFAC—40.8%11.4%

SUSL40.8%—0.3%

IJH11.4%0.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

SUSL$97 − $10 = $87

DFAC$90 − $21 = $69

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee