Compare · 3 funds side by side · dividends reinvested

ALTL, DIA and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,052VUG · best of the three

02 / 04

ALTL, DIA and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.35%+12.2%+14.2%+19.3%+10.4%−9.8%12.9%$44.9B1.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B1.8

Pacer Lunt Large Cap Alternator ETFUS Stock Styles · Large cap0.60%1.51%−8.3%−11.1%+9.0%−0.6%−25.6%23.4%$72M2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: ALTL 2020 · DIA 1998 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Pacer Lunt Large Cap Alternator ETF · $72M$9,438

ALTL

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B$15,693

$10,000 five years ago, dividends reinvested · they hold 8.3% in common

ALTLMeasureDIA

−8.3%Year to dateJan 1 → Nov 5+12.2%

−11.1%1 yearTotal return+14.2%

+9.0%3 years · per year$10,000 became $12,936 · $16,984+19.3%

−0.6%5 years · per year$10,000 became $9,697 · $16,375+10.4%

0.60%Expense ratio$60 · $16 a year on $10k · lower is better0.16%

1.51%Trailing 12-mo yield$151 · $135 a year on $10k1.35%

−25.6%Worst dropSmaller is better−9.8%

23.4%VolatilityLower is calmer12.9%

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

1–7DIA wins

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

More Ways to See the Pairs

ALTL vs DIA: Top 5 Holdings

Today

ALTL

6.6%in top 5

DIA

in top 533.3%

ALTLStockDIA

not top 5GS10.3%

not top 5CAT6.6%

not top 5MSFT6.2%

not top 5AMGN5.3%

not top 5V4.9%

1.5%BRK-Bnot top 5

1.3%WECnot top 5

1.3%DUKnot top 5

1.3%LNTnot top 5

1.3%EVRGnot top 5

Held in common8.3%

End-of-day Nov 5, 2026 · share of each fund

ALTL vs DIA Returns, Every Period

PacerALTL

−0.6%

5 years, per year

DIASPDR

+10.4%

5 years, per year

ALTLDIAFaded: behind in that period

0–4DIA wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

ALTL vs DIA

YTD

PacerALTL

−8.3%

DIASPDR

+12.2%

−8.3%Year to date+12.2%

−25.6%Worst drop · 1Y−9.8%

23.4%Volatility · 1Y12.9%

1.5%Yield1.3%

$72.3MAssets$44.9B

3–1DIA wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ALTL, DIA, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DIA0.16%$16

ALTL0.60%$60

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: ALTL, DIA, VUG

1.51%highest, ALTL

FundTrailing yieldYield$10k

ALTL1.51%$151

DIA1.35%$135

VUG0.40%$40

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$119most kept, DIA

DIA$135 − $16 = $119

ALTL$151 − $60 = $91

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: ALTL, DIA, VUG

Today

20.7%most shared, DIA and VUG

ALTLDIAVUG

ALTL—8.3%5.4%

DIA8.3%—20.7%

VUG5.4%20.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.2%DIA, at 12.9% volatility

DIAWorst drop−9.8%12.9% vol

VUGWorst drop−16.1%18.2% vol

ALTLWorst drop−25.6%23.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

ALTLDIA

−8.3%Year to date+12.2%

1.5%Yield1.3%

−11.1%Past year+14.2%

0.60%Fee0.16%

3–1DIA wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026