SUSL vs DFAC

ASUSL

BDFAC

Measures won4–2SUSL wins · of 6 · 5Y

$10,000 · 5Y$17,863SUSL · DFAC $17,417

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 common40.7%SUSL and DFAC

SUSL

DFAC

iShares ESG MSCI USA Leaders ETF · $1.2BDimensional - US Core Equity 2 ETF · $87.6B

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

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

0.10%Expense ratio$10 · $21 on $10k · lower wins0.21%

0.93%12-mo yield$93 · $87 on $10k0.87%

−11.4%Worst dropSmaller wins−8.5%

14.1%VolatilityLower wins12.3%

4–2SUSL wins

$10,000 · 5 yearsOne scale

Shared top holdingsSUSL · DFAC

13.9%NVDA5.3%

10.8%MSFT4.8%

4.8%GOOGL1.4%

3.3%LLY1.3%

Held in common40.7%

End-of-day Nov 4, 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	ASUSL	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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$87.6B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ASUSL	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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$87.6B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SUSL vs DFAC

SUSL

iShares ESG MSCI USA Leaders

$17,863

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureSUSLDFAC

Fee0.10%0.21%

Cost on $10k a year$10$21

Yield0.93%0.87%

5 years, per year+12.3%+11.7%

3 years, per year+24.5%+23.2%

Worst drop · 1Y−11.4%−8.5%

Volatility · 1Y14.1%12.3%

3–2measures won
SUSL first

40.7%

holdings shared

Nov 4, 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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SUSL, DFAC

Today

40.7%most shared, SUSL and DFAC

SUSLDFAC

SUSL—40.7%

DFAC40.7%—

End-of-day Nov 4, 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 4, 2026 · yield in dollars minus the fee