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ETF comparison

SUSA vs VYM

US Total Market vs Dividend.

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

Holdings overlap

Weighted by ISIN/CUSIP
23.1 %

81 positions appear in both funds. Buying equal dollars of SUSA and VYM would leave roughly 23.1% of each dollar exposed to the same underlying securities.

SUSA unmatched 76.7% Shared 23.1% VYM unmatched 76.6%

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
112 positions
Shared
81 positions
In VYM only
523 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%
VYM

Vanguard High Dividend Yield Index Fund ETF Shares

Vanguard · Dividend

90 composite / 100
Expense ratio
0.040%
Net assets
$95.75B
whole fund, 2 share classes
TTM yield
2.28%
Top-10 conc.
26.1%

Sub-score comparison

75
Cost
96
89
Tax efficiency
76
83
Liquidity
100
67
Concentration
77
—
Tracking quality
—
SUSA sub-score VYM

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

Cost difference

VYM 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 VYM.

Top shared holdings

81 shared in total
# Holding In SUSA In VYM Overlap
1 BROADCOM INC. 2.73% 7.35% 2.73%
2 THE HOME DEPOT, INC. 1.10% 1.34% 1.10%
3 MORGAN STANLEY 1.29% 0.96% 0.96%
4 CISCO SYSTEMS, INC. 0.81% 1.86% 0.81%
5 VERIZON COMMUNICATIONS INC. 0.66% 0.80% 0.66%
6 GILEAD SCIENCES, INC. 0.69% 0.66% 0.66%
7 INTERNATIONAL BUSINESS MACHINES CORPORATION 0.56% 0.85% 0.56%
8 THE COCA-COLA COMPANY 0.54% 1.38% 0.54%
9 THE PROCTER & GAMBLE COMPANY 0.54% 1.37% 0.54%
10 CATERPILLAR INC. 0.52% 1.50% 0.52%
11 THE PROGRESSIVE CORPORATION 0.51% 0.50% 0.50%
12 TEXAS INSTRUMENTS INCORPORATED 0.48% 1.02% 0.48%

Only in SUSA

112 total
  • NVIDIA CORPORATION 7.35%
  • APPLE INC. 6.67%
  • MICROSOFT CORPORATION 4.86%
  • ALPHABET INC. 3.42%
  • ALPHABET INC. 2.59%
  • ELI LILLY AND COMPANY 1.41%
  • MICRON TECHNOLOGY, INC. 1.38%
  • TESLA, INC. 1.36%
  • ADVANCED MICRO DEVICES, INC. 1.33%
  • APPLIED MATERIALS, INC. 1.15%

Only in VYM

523 total
  • JPMorgan Chase & Co 3.82%
  • ExxonMobil Holdings Corp 2.63%
  • Johnson & Johnson 2.51%
  • AbbVie Inc 1.80%
  • Bank of America Corp 1.66%
  • UnitedHealth Group Inc 1.52%
  • Chevron Corp 1.48%
  • Philip Morris International Inc 1.21%
  • RTX Corp 1.18%
  • Goldman Sachs Group Inc/The 1.13%

Percentages are holdings overlap with the named fund.

Open SUSA or VYM 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.