SUSL vs DFAC

ASUSL

BDFAC

Measures won4–2SUSL wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · SUSL $16,895

Lowest cost0.03%VOO · $3 on $10k

Most income1.10%VOO · $110 on $10k

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

Held in common40.9%SUSL and DFAC

SUSL

DFAC

iShares ESG MSCI USA Leaders ETF · $1.2BDimensional - US Core Equity 2 ETF · $85.7B

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

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

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

0.97%12-mo yield$97 · $90 on $10k0.90%

−11.4%Worst dropSmaller wins−8.5%

14.9%VolatilityLower wins12.9%

4–2SUSL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSUSL · DFAC

13.3%NVDA5.1%

11.3%MSFT5.0%

4.9%GOOGL1.4%

3.3%LLY1.3%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	ASUSL	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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	ASUSL	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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B

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

SUSL vs DFAC

SUSL

iShares ESG MSCI USA Leaders

$16,895

DFAC

Dimensional - US Core Equity 2

$16,526

MeasureSUSLDFAC

Fee0.10%0.21%

Cost on $10k a year$10$21

Yield0.97%0.90%

5 years, per year+11.1%+10.6%

3 years, per year+22.3%+21.2%

Worst drop · 1Y−11.4%−8.5%

Volatility · 1Y14.9%12.9%

4–2measures won
SUSL first

40.9%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: SUSL, DFAC, VOO

Today

67.8%most shared, DFAC and VOO

SUSLDFACVOO

SUSL—40.9%52.4%

DFAC40.9%—67.8%

VOO52.4%67.8%—

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

SUSL$97 − $10 = $87

DFAC$90 − $21 = $69

KeptFee

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