SUSA vs DFAC

ASUSA

BDFAC

Measures won1–5DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · SUSA $15,482

Lowest cost0.21%DFAC · $21 on $10k

Most income0.90%DFAC · $90 on $10k

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

Held in common44.6%SUSA and DFAC

SUSA

DFAC

iShares ESG Optimized MSCI USA ETF · $3.9BDimensional - US Core Equity 2 ETF · $85.6B

+21.1%3 years · per year$17,767 · $17,722+21.0%

+9.1%5 years · per year$15,482 · $16,525+10.6%

0.25%Expense ratio$25 · $21 on $10k · lower wins0.21%

0.86%12-mo yield$86 · $90 on $10k0.90%

−9.7%Worst dropSmaller wins−8.5%

14.0%VolatilityLower wins12.9%

1–5DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsSUSA · DFAC

7.1%AAPL5.9%

4.9%MSFT5.0%

6.3%NVDA4.8%

1.5%GOOGL1.4%

Held in common44.6%

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

Both

5Y2 funds

#			Trend
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
2	ASUSA	iShares ESG Optimized MSCI USA ETFRead Desk		0.25%	0.86%	+0.2%	+8.9%	+9.8%	+21.1%	+9.1%	−9.7%	$3.9B

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

Both

5Y2 funds

#			Trend
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
2	ASUSA	iShares ESG Optimized MSCI USA ETFRead Desk		0.25%	0.86%	+0.2%	+8.9%	+9.8%	+21.1%	+9.1%	−9.7%	$3.9B

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

SUSA vs DFAC

SUSA

iShares ESG Optimized MSCI USA

$15,482

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureSUSADFAC

Fee0.25%0.21%

Cost on $10k a year$25$21

Yield0.86%0.90%

5 years, per year+9.1%+10.6%

3 years, per year+21.1%+21.0%

Worst drop · 1Y−9.7%−8.5%

Volatility · 1Y14.0%12.9%

4–1measures won
DFAC first

44.6%

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: SUSA, DFAC

Today

44.6%most shared, SUSA and DFAC

SUSADFAC

SUSA—44.6%

DFAC44.6%—

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

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

SUSA$86 − $25 = $61

KeptFee

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