Which returned more over the last year, OEF or SUSL?

In the year to Oct 9, 2026, with distributions reinvested, OEF returned +16.8% and SUSL +18.9%.

Which is cheaper, OEF or SUSL?

SUSL is cheaper, by 0.10 percentage points a year. That is about $10 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do OEF and SUSL overlap with the S&P 500?

By their latest filed holdings, 100% of OEF and 98% of SUSL by weight is stocks the S&P 500 already holds.

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OEF vs SUSL: Differences, Returns & Fees

OEF and SUSL hold 53% of their weight in the same names, and SUSL returned +18.9% over the year. Net assets on Oct 9, 2026: $20.8bn for iShares S&P 100 ETF and $1.2bn for iShares ESG MSCI USA Leaders ETF.

SUSL costs 0.10 points a year less; their one-year returns differ by 2.1 points; OEF is 16.7 times larger.

OEF vs SUSL: Differences, Returns & Fees
	OEF	SUSL
Expense ratio	0.20%	0.10%
Net assets	$20.8bn	$1.2bn
Total return, 1 year	+16.8%	+18.9%
What it tracks	S&P 100	MSCI USA Extended ESG Leaders Index
Holdings in common	53%
Top ten holdings, share of the fund	52.6%	49.6%

Holdings in common uses holdings dated Oct 9, 2026.

+16.8%

OEF total return, 1 year

+18.9%

SUSL total return, 1 year

0.20%

OEF expense ratio

0.10%

SUSL expense ratio

What they hold in common

By the books each fund has filed, OEF and SUSL hold 53% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated Oct 9, 2026.

50%

half

53% in common

Positions both hold, largest shared weight first

Holding OEF SUSL

NVIDIA 11.11% 14.94%

MICROSOFT 7.96% 10.70%

ALPHABET CLASS A 4.13% 5.85%

ALPHABET CLASS C 3.31% 4.61%

TESLA INC 2.16% 3.10%

ADVANCED MICRO DEVICES 1.99% 2.81%

ELI LILLY 1.89% 2.68%

VISA CLASS A 1.32% 1.81%

JOHNSON & JOHNSON 1.26% 1.78%

MASTERCARD CLASS A 0.95% 1.35%

COSTCO WHOLESALE CORP 0.84% 1.19%

APPLIED MATERIAL INC 0.81% 1.14%

Only in OEF

APPLE 9.84%

AMAZON.COM INC 5.16%

BROADCOM INC 3.45%

META PLATFORMS CLASS A 3.17%

MICRON TECHNOLOGY 2.33%

BERKSHIRE HATHAWAY INC CLASS B 1.92%

JPMORGAN CHASE & CO 1.77%

EXXONMOBIL HOLDINGS CORP 1.39%

Only in SUSL

MARVELL TECHNOLOGY 0.67%

ANALOG DEVICES 0.56%

SEAGATE TECHNOLOGY HOLDINGS PLC 0.49%

EATON PLC 0.47%

WELLTOWER 0.45%

TJX 0.43%

WESTERN DIGITAL CORP 0.39%

MARATHON PETROLEUM 0.38%

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On the same fields

OEF

iShares S&P 100 ETF

SUSL

iShares ESG MSCI USA Leaders ETF

Where it sits Stock ETF Stock ETF

Issuer iShares iShares

What it is Tracks an index Tracks an index

Total return, 1 year +16.8% +18.9%

Expense ratio 0.20% 0.10%

Already in the S&P 500 99.9% 98.4%

Holdings 102 251

Net assets $20.8bn $1.2bn

OEF and SUSL on the fields both publish, as of Oct 9, 2026. Source: ETFIQ.

About OEF

OEF tracks an index. Over the year to Oct 9, 2026 it returned +16.8% with distributions reinvested. The prospectus expense ratio is 0.20% a year. By its holdings published by its issuer for Oct 9, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 102 positions, with the top ten at 52.6%.

About SUSL

SUSL tracks an index. Over the year to Oct 9, 2026 it returned +18.9% with distributions reinvested. The prospectus expense ratio is 0.10% a year. By its holdings published by its issuer for Oct 9, 2026, 98% of the fund by weight is stocks the S&P 500 also holds, across 251 positions, with the top ten at 49.6%.

Questions people ask

Which returned more over the last year, OEF or SUSL?: In the year to Oct 9, 2026, with distributions reinvested, OEF returned +16.8% and SUSL +18.9%.
Which is cheaper, OEF or SUSL?: SUSL is cheaper, by 0.10 percentage points a year. That is about $10 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do OEF and SUSL overlap with the S&P 500?: By their latest filed holdings, 100% of OEF and 98% of SUSL by weight is stocks the S&P 500 already holds.

Other comparisons

AVLC vs OEF FTGS vs OEF OEF vs TDVG FVAL vs OEF SPMO vs SUSL SUSL vs USMV RDVY vs SUSL DGRW vs SUSL

OEF on its own →SUSL on its own →Hold both: look the portfolio through →Rankings →Standards and sources →

Where these figures came from

OEF and SUSL filings on SEC EDGAR ↗OEF prospectus with the expense ratio (SEC) ↗iShares page for OEF ↗SUSL prospectus with the expense ratio (SEC) ↗iShares page for SUSL ↗

ETFIQ links to the documents behind every figure; a link is not an endorsement. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, OEF against SUSL, data as of Oct 9, 2026. https://etfiq.com/compare/any/oef-vs-susl

Open data

Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms.