SUSL vs DFAC

ASUSL

BDFAC

Measures won4–2SUSL wins · of 6 · 5Y

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

Lowest cost0.03%VUG · $3 on $10k

Most income0.97%SUSL · $97 on $10k

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

Held in common40.8%SUSL and DFAC

SUSL

DFAC

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

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

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

11.4%MSFT5.0%

12.6%NVDA4.8%

5.0%GOOGL1.4%

3.3%LLY1.3%

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	ASUSL	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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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	ASUSL	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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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

SUSL vs DFAC

SUSL

iShares ESG MSCI USA Leaders

$16,856

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureSUSLDFAC

Fee0.10%0.21%

Cost on $10k a year$10$21

Yield0.97%0.90%

5 years, per year+11.0%+10.6%

3 years, per year+22.1%+21.0%

Worst drop · 1Y−11.4%−8.5%

Volatility · 1Y14.9%12.9%

4–2measures won
SUSL first

40.8%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

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

Overlap: SUSL, DFAC, VUG

Today

53.6%most shared, SUSL and VUG

SUSLDFACVUG

SUSL—40.8%53.6%

DFAC40.8%—35.7%

VUG53.6%35.7%—

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

Income After Fees on $10,000

$87most kept, SUSL

SUSL$97 − $10 = $87

DFAC$90 − $21 = $69

VUG$42 − $3 = $39

KeptFee

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