DFAC vs SUSL

ADFAC

BSUSL

Measures won2–4SUSL wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · SUSL $16,895

Lowest cost0.03%VTV · $3 on $10k

Most income1.86%VTV · $186 on $10k

Smallest drop−6.4%VTV · 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

+21.2%3 years · per year$17,812 · $18,308+22.3%

+10.6%5 years · per year$16,526 · $16,895+11.1%

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

5.1%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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	BSUSL	iShares ESG MSCI USA Leaders ETFRead Desk	0.10%	0.97%	−4.7%	+8.1%	+10.0%	+22.3%	+11.1%	−11.4%	$1.2B
3	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	BSUSL	iShares ESG MSCI USA Leaders ETFRead Desk	0.10%	0.97%	−4.7%	+8.1%	+10.0%	+22.3%	+11.1%	−11.4%	$1.2B
3	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−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

$16,526

SUSL

iShares ESG MSCI USA Leaders

$16,895

MeasureDFACSUSL

Fee0.21%0.10%

Cost on $10k a year$21$10

Yield0.90%0.97%

5 years, per year+10.6%+11.1%

3 years, per year+21.2%+22.3%

Worst drop · 1Y−8.5%−11.4%

Volatility · 1Y12.9%14.9%

4–2measures won
SUSL first

40.9%

holdings shared

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

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

Overlap: DFAC, SUSL, VTV

Today

40.9%most shared, DFAC and SUSL

DFACSUSLVTV

DFAC—40.9%37.7%

SUSL40.9%—38.2%

VTV37.7%38.2%—

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

SUSL$97 − $10 = $87

DFAC$90 − $21 = $69

KeptFee

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