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ETF comparison

SUSA vs VIG

US Total Market vs Dividend.

iShares ESG Optimized MSCI USA ETF · Vanguard Dividend Appreciation Index Fund ETF Shares

Holdings overlap

Weighted by ISIN/CUSIP
34.0 %

70 positions appear in both funds. Buying equal dollars of SUSA and VIG would leave roughly 34.0% of each dollar exposed to the same underlying securities.

SUSA unmatched 65.8% Shared 34.0% VIG unmatched 65.6%

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 SUSA only
123 positions
Shared
70 positions
In VIG only
263 positions

Side by side

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%
VIG

Vanguard Dividend Appreciation Index Fund ETF Shares

Vanguard · Dividend

89 composite / 100
Expense ratio
0.040%
Net assets
$127.60B
whole fund, 2 share classes
TTM yield
1.50%
Top-10 conc.
33.4%

Sub-score comparison

75
Cost
96
89
Tax efficiency
78
83
Liquidity
100
67
Concentration
67
—
Tracking quality
—
SUSA sub-score VIG

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

Cost difference

VIG is 21 bps cheaper than SUSA. On a $100,000 position that's about $210/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 SUSA vs VIG.

Top shared holdings

70 shared in total
# Holding In SUSA In VIG Overlap
1 APPLE INC. 6.67% 4.45% 4.45%
2 MICROSOFT CORPORATION 4.86% 4.34% 4.34%
3 BROADCOM INC. 2.73% 4.63% 2.73%
4 ELI LILLY AND COMPANY 1.41% 3.93% 1.41%
5 THE HOME DEPOT, INC. 1.10% 1.43% 1.10%
6 VISA INC. 1.10% 2.45% 1.10%
7 MORGAN STANLEY 1.29% 1.09% 1.09%
8 MASTERCARD INCORPORATED 1.00% 2.00% 1.00%
9 LAM RESEARCH CORPORATION 0.96% 1.58% 0.96%
10 CISCO SYSTEMS, INC. 0.81% 1.98% 0.81%
11 GILEAD SCIENCES, INC. 0.69% 0.70% 0.69%
12 INTERNATIONAL BUSINESS MACHINES CORPORATION 0.56% 0.91% 0.56%

Only in SUSA

123 total
  • NVIDIA CORPORATION 7.35%
  • ALPHABET INC. 3.42%
  • ALPHABET INC. 2.59%
  • MICRON TECHNOLOGY, INC. 1.38%
  • TESLA, INC. 1.36%
  • ADVANCED MICRO DEVICES, INC. 1.33%
  • APPLIED MATERIALS, INC. 1.15%
  • PALO ALTO NETWORKS, INC. 0.95%
  • AMERICAN EXPRESS COMPANY 0.77%
  • EQUINIX, INC. 0.71%

Only in VIG

263 total
  • JPMorgan Chase & Co 4.07%
  • ExxonMobil Holdings Corp 2.78%
  • Johnson & Johnson 2.67%
  • Walmart Inc 2.11%
  • AbbVie Inc 1.92%
  • Bank of America Corp 1.75%
  • UnitedHealth Group Inc 1.63%
  • Goldman Sachs Group Inc/The 1.24%
  • Amphenol Corp 0.85%
  • McDonald's Corp 0.83%

Percentages are holdings overlap with the named fund.

Open SUSA or VIG 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.