SUSL vs VUG

ASUSL

BVUG

Measures won4–2SUSL wins · of 6 · 5Y

$10,000 · 5Y$16,895SUSL · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income0.97%SUSL · $97 on $10k

Smallest drop−11.4%SUSL · worst fall in 1Y

Held in common54.7%SUSL and VUG

SUSL

VUG

iShares ESG MSCI USA Leaders ETF · $1.2BVanguard Morningstar Growth ETF · $233B

+22.3%3 years · per year$18,308 · $18,532+22.8%

+11.1%5 years · per year$16,895 · $16,052+9.9%

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

0.97%12-mo yield$97 · $43 on $10k0.43%

−11.4%Worst dropSmaller wins−15.1%

14.9%VolatilityLower wins19.0%

4–2SUSL wins

$10,000 · 5 yearsOne scale

Shared top holdingsSUSL · VUG

13.3%NVDA13.5%

11.3%MSFT9.7%

4.9%GOOGL5.2%

3.9%GOOG4.1%

Held in common54.7%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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 VUG

SUSL

iShares ESG MSCI USA Leaders

$16,895

VUG

Vanguard Morningstar Growth

$16,052

MeasureSUSLVUG

Fee0.10%0.03%

Cost on $10k a year$10$3

Yield0.97%0.43%

5 years, per year+11.1%+9.9%

3 years, per year+22.3%+22.8%

Worst drop · 1Y−11.4%−15.1%

Volatility · 1Y14.9%19.0%

4–2measures won
SUSL first

54.7%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

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, VUG

Today

54.7%most shared, SUSL and VUG

SUSLVUG

SUSL—54.7%

VUG54.7%—

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

Income After Fees on $10,000

$87most kept, SUSL

SUSL$97 − $10 = $87

VUG$43 − $3 = $40

KeptFee

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