Compare · 2 funds side by side · dividends reinvested

MLRG and DIA

Story of the two · Growth3Y$10,000 three years agoDividends reinvested · both on one scale$16,728DIA · best of the two

02 / 03

MLRG and DIA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.39%+8.8%+10.3%+18.7%+9.5%−9.8%12.6%$45.1B1.1

iShares MSCI USA ETFUS Stock Styles · Large cap0.03%1.00%[…][…][…][…][…][…]$1.3B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: MLRG 2004 · DIA 1998

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA ETF · $1.3B[…]

MLRG

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.1B$15,770

$10,000 five years ago, dividends reinvested · they hold 29.1% in common

MLRGMeasureDIA

[…]Year to dateJan 1 → Nov 3+8.8%

[…]1 yearTotal return+10.3%

[…]3 years · per year$10,000 became […] · $16,728+18.7%

[…]5 years · per year$10,000 became […] · $15,770+9.5%

0.03%Expense ratio$3 · $16 a year on $10k · lower is better0.16%

1.00%Trailing 12-mo yield$100 · $139 a year on $10k1.39%

[…]Worst dropSmaller is better−9.8%

[…]VolatilityLower is calmer12.6%

MLRGDIA Winner of the row, in its colourEach row: the bigger of the two fills its side

1–1Level

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MLRG vs DIA: Top 5 Holdings

Today

MLRG

26.7%in top 5

DIA

in top 533.8%

MLRGStockDIA

not top 5GS10.5%

7.8%AAPLnot top 5

not top 5CAT7.3%

7.2%NVDAnot top 5

5.6%MSFT6.0%

not top 5AMGN5.2%

not top 5UNH4.7%

3.6%AMZNnot top 5

2.5%GOOGLnot top 5

Held in common29.1%

End-of-day Nov 3, 2026 · share of each fund

MLRG vs DIA Returns, Every Period

iSharesMLRG

[…]

past year

DIASPDR

+10.3%

past year

Returns […]

MLRGDIAFaded: behind in that period

0–0Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

MLRG vs DIA

YTD

iSharesMLRG

[…]

DIASPDR

+8.8%

[…]Year to date+8.8%

[…]Worst drop · 1Y−9.8%

[…]Volatility · 1Y12.6%

1.0%Yield1.4%

$1.3BAssets$45.1B

1–0DIA wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MLRG, DIA

Today

0.03%lowest, MLRG

FundExpense ratioFee$10k

MLRG0.03%$3

DIA0.16%$16

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: MLRG, DIA

1.39%highest, DIA

FundTrailing yieldYield$10k

DIA1.39%$139

MLRG1.00%$100

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$123most kept, DIA

DIA$139 − $16 = $123

MLRG$100 − $3 = $97

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: MLRG, DIA

Today

29.1%most shared, MLRG and DIA

MLRGDIA

MLRG—29.1%

DIA29.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+10.3%DIA, at 12.6% volatility

DIAWorst drop−9.8%12.6% vol

MLRGWorst drop[…][…]

End-of-day Nov 3, 2026 · up and left is better

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026