SUSL vs VO

ASUSL

BVO

Measures won2–4VO wins · of 6 · 5Y

$10,000 · 5Y$16,856SUSL · VO $13,590

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common16.9%SUSL and VO

SUSL

iShares ESG MSCI USA Leaders ETF · $1.2BVanguard Morningstar Mid-Cap ETF · $103B

+22.1%3 years · per year$18,205 · $16,701+18.6%

+11.0%5 years · per year$16,856 · $13,590+6.3%

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

0.97%12-mo yield$97 · $139 on $10k1.39%

−11.4%Worst dropSmaller wins−8.2%

14.9%VolatilityLower wins12.9%

2–4VO wins

$10,000 · 5 yearsOne scale

Shared top holdingsSUSL · VO

0.4%NEM0.6%

0.3%MPC1.1%

0.3%VLO1.1%

0.3%PSX1.0%

Held in common16.9%

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

Both

5Y2 funds

#			Trend
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	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

End-of-day Nov 6, 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%	+0.4%	+8.6%	+9.9%	+22.1%	+11.0%	−11.4%	$1.2B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

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 VO

SUSL

iShares ESG MSCI USA Leaders

$16,856

Vanguard Morningstar Mid-Cap

$13,590

MeasureSUSLVO

Fee0.10%0.03%

Cost on $10k a year$10$3

Yield0.97%1.39%

5 years, per year+11.0%+6.3%

3 years, per year+22.1%+18.6%

Worst drop · 1Y−11.4%−8.2%

Volatility · 1Y14.9%12.9%

4–2measures won
VO first

16.9%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SUSL, VO

Today

16.9%most shared, SUSL and VO

SUSLVO

SUSL—16.9%

VO16.9%—

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

SUSL$97 − $10 = $87

KeptFee

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