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ETF comparison

DFAC vs SUSA

Both US Total Market.

U.S. Core Equity 2 Portfolio-ETF Class Shares · iShares ESG Optimized MSCI USA ETF

Holdings overlap

Weighted by ISIN/CUSIP
42.7 %

183 positions appear in both funds. Buying equal dollars of DFAC and SUSA would leave roughly 42.7% of each dollar exposed to the same underlying securities.

DFAC unmatched 57.1% Shared 42.7% SUSA unmatched 57.1%

Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.

In DFAC only
2,362 positions
Shared
183 positions
In SUSA only
10 positions

Side by side

DFAC

U.S. Core Equity 2 Portfolio-ETF Class Shares

Dimensional · US Total Market

87 composite / 100
Expense ratio
0.18%
Net assets
$38.35B
TTM yield
0.88%
Top-10 conc.
25.8%
SUSA

iShares ESG Optimized MSCI USA ETF

iShares · US Total Market

79 composite / 100
Expense ratio
0.25%
Net assets
$4.04B
TTM yield
0.83%
Top-10 conc.
33.2%

Sub-score comparison

82
Cost
75
89
Tax efficiency
89
100
Liquidity
83
77
Concentration
67
—
Tracking quality
—
DFAC sub-score SUSA

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

DFAC is 7 bps cheaper than SUSA. On a $100,000 position that's about $70/yr more in fees for SUSA.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with DFAC vs SUSA.

Top shared holdings

183 shared in total
# Holding In DFAC In SUSA Overlap
1 NVIDIA CORPORATION 5.27% 7.35% 5.27%
2 APPLE INC. 5.12% 6.67% 5.12%
3 MICROSOFT CORPORATION 4.41% 4.86% 4.41%
4 ALPHABET INC. 1.69% 2.59% 1.69%
5 BROADCOM INC. 1.18% 2.73% 1.18%
6 MICRON TECHNOLOGY, INC. 1.09% 1.38% 1.09%
7 ALPHABET INC. 1.09% 3.42% 1.09%
8 ELI LILLY AND COMPANY 1.05% 1.41% 1.05%
9 VISA INC. 0.70% 1.10% 0.70%
10 WESTERN DIGITAL CORPORATION 0.62% 0.56% 0.56%
11 CISCO SYSTEMS, INC. 0.54% 0.81% 0.54%
12 MASTERCARD INCORPORATED 0.53% 1.00% 0.53%

Only in DFAC

2,362 total
  • AMAZON.COM, INC. 3.14%
  • META PLATFORMS, INC. 1.73%
  • JPMORGAN CHASE & CO. 1.09%
  • JOHNSON & JOHNSON 0.84%
  • EXXONMOBIL HOLDINGS CORPORATION 0.82%
  • BERKSHIRE HATHAWAY INC. 0.75%
  • CHEVRON CORPORATION 0.52%
  • ABBVIE INC. 0.44%
  • THE GOLDMAN SACHS GROUP, INC. 0.34%
  • BANK OF AMERICA CORPORATION 0.34%

Only in SUSA

10 total
  • EQUINIX, INC. 0.71%
  • DIGITAL REALTY TRUST, INC. 0.49%
  • WELLTOWER INC. 0.40%
  • AMERICAN TOWER CORPORATION 0.37%
  • MercadoLibre, Inc. 0.31%
  • CROWN CASTLE INC. 0.23%
  • ACCENTURE PUBLIC LIMITED COMPANY 0.22%
  • IRON MOUNTAIN INCORPORATED 0.12%
  • PROLOGIS, INC. 0.11%
  • ROYALTY PHARMA PLC 0.11%

Percentages are holdings overlap with the named fund.

Open DFAC or SUSA at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see /methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.