SUSL vs SCHB

ASUSL

BSCHB

Measures won2–4SCHB wins · of 6 · 5Y

$10,000 · 5Y$16,895SUSL · SCHB $16,348

Lowest cost0.03%SCHB · $3 on $10k

Most income1.09%SCHB · $109 on $10k

Smallest drop−8.9%SCHB · worst fall in 1Y

Held in common47.2%SUSL and SCHB

SUSL

SCHB

iShares ESG MSCI USA Leaders ETF · $1.2BSchwab U.S. Broad Market ETF · $44.9B

+22.3%3 years · per year$18,308 · $18,100+21.9%

+11.1%5 years · per year$16,895 · $16,348+10.3%

0.10%Expense ratio$10 · $3 on $10k · lower wins0.03%

0.97%12-mo yield$97 · $109 on $10k1.09%

−11.4%Worst dropSmaller wins−8.9%

14.9%VolatilityLower wins13.8%

2–4SCHB wins

$10,000 · 5 yearsOne scale

Shared top holdingsSUSL · SCHB

13.3%NVDA6.5%

11.3%MSFT5.6%

4.9%GOOGL2.3%

3.9%GOOG1.8%

Held in common47.2%

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

Both

5Y2 funds

#			Trend
1	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
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.09%	−4.3%	+8.4%	+9.8%	+21.9%	+10.3%	−8.9%	$44.9B

End-of-day Nov 5, 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%	0.97%	−4.7%	+8.1%	+10.0%	+22.3%	+11.1%	−11.4%	$1.2B
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.09%	−4.3%	+8.4%	+9.8%	+21.9%	+10.3%	−8.9%	$44.9B

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 SCHB

SUSL

iShares ESG MSCI USA Leaders

$16,895

SCHB

Schwab U.S. Broad Market

$16,348

MeasureSUSLSCHB

Fee0.10%0.03%

Cost on $10k a year$10$3

Yield0.97%1.09%

5 years, per year+11.1%+10.3%

3 years, per year+22.3%+21.9%

Worst drop · 1Y−11.4%−8.9%

Volatility · 1Y14.9%13.8%

4–2measures won
SCHB first

47.2%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$97.0B

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%

$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: SUSL, SCHB

Today

47.2%most shared, SUSL and SCHB

SUSLSCHB

SUSL—47.2%

SCHB47.2%—

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

Income After Fees on $10,000

$106most kept, SCHB

SCHB$109 − $3 = $106

SUSL$97 − $10 = $87

KeptFee

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