Compare · 3 funds side by side · dividends reinvested

APUE, DIA and IWF

APUEActivePassive×DIASPDR×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,590DIA · best of the three

02 / 04

APUE, DIA and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ActivePassive U.S. Equity ETFUS Stock Styles · Large cap0.31%0.76%+9.1%+10.7%+21.5%[…]−9.0%13.5%$2.4B1.6

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.40%+7.8%+9.9%+17.3%+9.3%−9.8%13.4%$45.3B1.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: APUE 2023 · DIA 1998 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

ActivePassive U.S. Equity ETF · $2.4B[…]

APUE

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.3B$15,590

$10,000 five years ago, dividends reinvested · they hold 28.3% in common

APUEMeasureDIA

+9.1%Year to dateJan 1 → Nov 6+7.8%

+10.7%1 yearTotal return+9.9%

+21.5%3 years · per year$10,000 became $17,957 · $16,149+17.3%

[…]5 years · per year$10,000 became […] · $15,590+9.3%

0.31%Expense ratio$31 · $16 a year on $10k · lower is better0.16%

0.76%Trailing 12-mo yield$76 · $140 a year on $10k1.40%

−9.0%Worst dropSmaller is better−9.8%

13.5%VolatilityLower is calmer13.4%

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

4–3APUE wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

APUE vs DIA: Top 5 Holdings

Today

APUE

27.2%in top 5

DIA

in top 532.7%

APUEStockDIA

not top 5GS10.0%

7.2%AAPLnot top 5

not top 5CAT6.4%

5.7%MSFT6.2%

6.0%NVDAnot top 5

not top 5AMGN5.3%

not top 5V4.9%

4.5%DFASnot top 5

3.7%AMZNnot top 5

Held in common28.3%

End-of-day Nov 6, 2026 · share of each fund

APUE vs DIA Returns, Every Period

ActivePassiveAPUE

+10.7%

past year

DIASPDR

+9.9%

past year

APUEDIAFaded: behind in that period

3–0APUE wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

APUE vs DIA

YTD

ActivePassiveAPUE

+9.1%

DIASPDR

+7.8%

+9.1%Year to date+7.8%

−9.0%Worst drop · 1Y−9.8%

13.5%Volatility · 1Y13.4%

0.8%Yield1.4%

$2.4BAssets$45.3B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: APUE, DIA, IWF

Today

0.16%lowest, DIA

FundExpense ratioFee$10k

DIA0.16%$16

IWF0.18%$18

APUE0.31%$31

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: APUE, DIA, IWF

1.40%highest, DIA

FundTrailing yieldYield$10k

DIA1.40%$140

APUE0.76%$76

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$124most kept, DIA

DIA$140 − $16 = $124

APUE$76 − $31 = $45

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: APUE, DIA, IWF

Today

50.7%most shared, APUE and IWF

APUEDIAIWF

APUE—28.3%50.7%

DIA28.3%—21.7%

IWF50.7%21.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+10.7%APUE, at 13.5% volatility

DIAWorst drop−9.8%13.4% vol

APUEWorst drop−9.0%13.5% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DIAAPUE

+7.8%Year to date+9.1%

1.4%Yield0.8%

+9.9%Past year+10.7%

0.16%Fee0.31%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026