SUSL vs VIG: Differences, Returns & Fees

SUSL and VIG hold 35% of their weight in the same names, and SUSL returned +18.9% over the year. Net assets: $1.2bn on Oct 9, 2026 for iShares ESG MSCI USA Leaders ETF, and $109.1bn on Sep 30, 2026 for Vanguard Div Appreciation ETF.

VIG costs 0.06 points a year less; their one-year returns differ by 6.9 points; VIG is far larger, $109.1bn against $1.2bn.

SUSL vs VIG: Differences, Returns & Fees
SUSLVIG
Expense ratio0.10%0.04%
Net assets, as of Sep 30, 2026$1.2bn$109.1bn
Total return, 1 year+18.9%+12.0%
What it tracksMSCI USA Extended ESG Leaders IndexS&P U.S. Dividend Growers Index
Holdings in common35%
Top ten holdings, share of the fund49.6%33.5%

Holdings in common uses holdings dated Aug 31, 2026 and Oct 9, 2026.

+18.9%
SUSL total return, 1 year
+12.0%
VIG total return, 1 year
0.10%
SUSL expense ratio
0.04%
VIG expense ratio

What they hold in common

By the books each fund has filed, SUSL and VIG hold 35% 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 Aug 31, 2026 and Oct 9, 2026.

half

35% in common

Positions both hold, largest shared weight first
Holding SUSL VIG
MICROSOFT 10.70% 4.67%
ELI LILLY 2.68% 3.90%
VISA CLASS A 1.81% 2.50%
JOHNSON & JOHNSON 1.78% 2.73%
MASTERCARD CLASS A 1.35% 2.03%
COSTCO WHOLESALE CORP 1.19% 1.78%
LAM RESEARCH 1.13% 1.61%
CATERPILLAR INC 1.04% 1.57%
MERCK & CO INC 1.02% 1.56%
PROCTER & GAMBLE 1.00% 1.44%
COCA-COLA 0.97% 1.46%
HOME DEPOT 0.82% 1.39%
Only in SUSL
NVIDIA 14.94%
ALPHABET CLASS A 5.85%
ALPHABET CLASS C 4.61%
TESLA INC 3.10%
ADVANCED MICRO DEVICES 2.81%
APPLIED MATERIAL INC 1.14%
PALO ALTO NETWORKS 0.97%
GE AEROSPACE 0.91%
Only in VIG
Apple Inc 4.50%
Broadcom Inc 4.34%
JPMorgan Chase & Co 4.07%
ExxonMobil Holdings Corp 2.84%
Walmart Inc 1.96%
AbbVie Inc 1.93%
Cisco Systems Inc 1.86%
Bank of America Corp 1.72%

Check overlap with more funds →

On the same fields

SUSL
iShares ESG MSCI USA Leaders ETF
VIG
Vanguard Div Appreciation ETF
Where it sits Stock ETF Stock ETF
What it is Tracks an index Tracks an index of Dividend growth
Total return, 1 year +18.9% +12.0%
Expense ratio 0.10% 0.04%
Already in the S&P 500 98.4% 92.6%
Holdings 251 335
Net assets, SUSL as of Oct 9, 2026 and VIG as of Sep 30, 2026 $1.2bn $109.1bn

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

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%.

About VIG

VIG tracks an index of Dividend growth. Over the year to Oct 9, 2026 it returned +12.0% with distributions reinvested. The prospectus expense ratio is 0.04% a year. By its holdings published by its issuer as of Aug 31, 2026, 93% of the fund by weight is stocks the S&P 500 also holds, across 335 positions, with the top ten at 33.5%.

Questions people ask

Which returned more over the last year, SUSL or VIG?
In the year to Oct 9, 2026, with distributions reinvested, SUSL returned +18.9% and VIG +12.0%.
Which is cheaper, SUSL or VIG?
VIG is cheaper, by 0.06 percentage points a year. That is about $6 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do SUSL and VIG overlap with the S&P 500?
By their latest filed holdings, 98% of SUSL and 93% of VIG by weight is stocks the S&P 500 already holds.
Cite this pageCitation, APA and Markdown

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

Open data

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