SUSL vs VIG

ASUSL

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,895SUSL · VIG $16,331

Lowest cost0.04%VIG · $4 on $10k

Most income1.49%VIG · $149 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common38.0%SUSL and VIG

SUSL

VIG

iShares ESG MSCI USA Leaders ETF · $1.2BVanguard Dividend Appreciation ETF · $109B

+22.3%3 years · per year$18,308 · $16,814+18.9%

+11.1%5 years · per year$16,895 · $16,331+10.3%

0.10%Expense ratio$10 · $4 on $10k · lower wins0.04%

0.97%12-mo yield$97 · $149 on $10k1.49%

−11.4%Worst dropSmaller wins−7.9%

14.9%VolatilityLower wins10.8%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsSUSL · VIG

11.3%MSFT4.9%

3.3%LLY4.1%

2.1%V2.5%

1.9%JNJ2.8%

Held in common38.0%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

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 VIG

SUSL

iShares ESG MSCI USA Leaders

$16,895

VIG

Vanguard Dividend Appreciation

$16,331

MeasureSUSLVIG

Fee0.10%0.04%

Cost on $10k a year$10$4

Yield0.97%1.49%

5 years, per year+11.1%+10.3%

3 years, per year+22.3%+18.9%

Worst drop · 1Y−11.4%−7.9%

Volatility · 1Y14.9%10.8%

4–2measures won
VIG first

38.0%

holdings shared

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

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

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SUSL, VIG

Today

38.0%most shared, SUSL and VIG

SUSLVIG

SUSL—38.0%

VIG38.0%—

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

SUSL$97 − $10 = $87

KeptFee

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