SUSL vs VYM
iShares ESG MSCI USA Leaders ETF vs Vanguard High Dividend Yield ETF
Which is better, SUSL or VYM?
Large Cap Blend against Large Cap Value.
VYM has a lower expense ratio. SUSL led over 1Y, 3Y, 5Y and the full window. VYM is less concentrated, with 25.8% of the fund in its ten largest positions against 49.3%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | SUSL | VYM |
|---|---|---|
| Expense Ratio | 0.10% | 0.04%Best |
| AUM | $1.2B | $78.9B |
| Dividend Yield | 0.93% | 2.37% |
| Holdings | 254 | 608 |
| YTD Return | +13.77%Best | +11.83% |
| 1Y Return | +18.93%Best | +15.96% |
| 3Y Return (annualized) | +22.52%Best | +18.60% |
| 5Y Return (annualized) | +13.17%Best | +11.51% |
| Volatility (annualized) | 16.9% | 15.2%Best |
| Max Drawdown | -34.3%Best | -35.7% |
| $10,000 over 5 years | $18,563Best | $17,241 |
| Top 10 Weight | 49.3% | 25.8%Best |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | May 7, 2019 | Nov 10, 2006 |
Volatility and max drawdown are measured over the window both funds cover: May 10, 2019 to Oct 14, 2026 (7.4 years).
SUSL vs VYM growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 7.4 years both funds cover.
SUSL vs VYM Performance
iShares ESG MSCI USA Leaders ETF (SUSL) is an ETF from iShares by BlackRock (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year SUSL returned +18.93% while VYM returned +15.96%. Year to date, SUSL is up 13.77% versus a gain of 11.83% for VYM.
Over three years, SUSL compounded at +22.52% per year against +18.60% for VYM; over five years the annualized figures are +13.17% and +11.51% respectively. Across the full 7-year window we track, SUSL has the edge at +16.17% annualized vs +11.01%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SUSL has been the more volatile fund, with annualized monthly volatility of 16.9% compared with 15.2% for VYM. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -34.3% for SUSL and -35.7% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.84. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SUSL charges 0.10% per year while VYM charges 0.04%. On a $10,000 position that is $10 vs $4 annually, a gap of $6 per year that compounds over a long holding period. On income, SUSL currently yields 0.93% against 2.37% for VYM.
Holdings Overlap
28.6% of SUSL's money is in holdings VYM also owns. 41.6% of VYM's money is in holdings SUSL also owns.
The two portfolios partly overlap.
126 positions in common, counted across the 251 positions we hold weights for in SUSL and 602 in VYM, against full books of 254 and 608.
What only one of them owns
Our book lists 448 positions for VYM that do not appear in our book for SUSL (56.5% of the fund), and 121 for SUSL that do not appear in VYM (71.2%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in SUSL | Weight in VYM | Difference |
|---|---|---|---|
| JNJJohnson & Johnson - Common | 1.80% | 2.58% | 0.78% |
| CATCaterpillar, Inc. | 1.10% | 1.46% | 0.36% |
| MRKMerck & Co | 1.03% | 1.47% | 0.44% |
| KOCoca Cola Co. | 0.96% | 1.39% | 0.43% |
| PGProcter & Gamble Company | 0.97% | 1.36% | 0.39% |
| HDHome Depot Inc/The | 0.81% | 1.32% | 0.51% |
| MSMorgan Stanley | 0.64% | 0.96% | 0.32% |
| LINLinde Plc Ordinary Shares | 0.63% | 0.91% | 0.28% |
| IBMInternational Business Machines Corp. | 0.61% | 0.89% | 0.28% |
| AMGNAmgen Inc. | 0.63% | 0.86% | 0.23% |
41.6% of VYM is already inside SUSL.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, SUSL or VYM?
SUSL has an expense ratio of 0.10% while VYM charges 0.04%. VYM is the cheaper option, by $6 a year on a $10,000 investment.
Which performed better, SUSL or VYM?
Over the past year SUSL returned +18.93% vs +15.96% for VYM, so SUSL leads on 1-year performance. Over the longest common window we track (7 years), SUSL annualized +16.17% vs +11.01% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SUSL or VYM?
SUSL has been the more volatile fund at 16.9% annualized versus 15.2% for VYM. Worst drawdown: SUSL -34.3% vs VYM -35.7%.
Should I hold both SUSL and VYM?
SUSL and VYM have a monthly-return correlation of 0.84, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between SUSL and VYM?
41.6% of VYM's money is in holdings SUSL also owns. 41.6% of VYM's is in holdings SUSL also owns. They hold 126 positions in common, counted across the 251 positions we hold weights for in SUSL and 602 in VYM.
Which pays a higher dividend, SUSL or VYM?
SUSL yields 0.93% while VYM yields 2.37%, so VYM currently pays the higher dividend yield.
Is VYM better than SUSL?
VYM has a lower expense ratio. SUSL led over 1Y, 3Y, 5Y and the full window. VYM is less concentrated, with 25.8% of the fund in its ten largest positions against 49.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.