Compare · 2 funds side by side · dividends reinvested

APUE and DIA

APUEActivePassive×DIASPDR×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,701DIA · best of the two

Story of the two · IncomeMost incomeDIA · 1.37% · $137 a year on $10k

Story of the two · RiskSmallest drop

APUE and DIA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ActivePassive U.S. Equity ETFUS Stock Styles · Large cap0.31%0.74%+11.9%+12.6%+21.3%[…]−9.0%13.7%$2.5B1.4

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.37%+10.1%+10.0%+17.2%+9.4%−9.8%13.5%$46.0B1.5

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

End-of-day Nov 13, 2026 · returns include dividends · since: APUE 2023 · DIA 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

ActivePassive U.S. Equity ETF · $2.5B[…]

APUE

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $46.0B$15,701

$10,000 five years ago, dividends reinvested · they hold 27.5% in common

APUEMeasureDIA

+11.9%

More Ways to See the Pairs

APUE vs DIA: Top 5 Holdings

Today

APUE

26.1%in top 5

DIA

in top 533.3%

APUEStockDIA

not top 5GS10.5%

7.2%AAPLnot top 5

not top 5CAT6.8%

5.4%MSFT5.9%

5.3%NVDA

Cost, Income and Risk

Fees: APUE, DIA

Today

0.16%lowest, DIA

FundExpense ratioFee$10k

DIA0.16%$16

APUE0.31%$31

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: APUE, DIA

1Y

1.37%highest, DIA

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Year to dateJan 1 → Nov 13

+10.1%

+12.6%1 yearTotal return+10.0%

+21.3%3 years · per year$10,000 became $17,842 · $16,086+17.2%

[…]5 years · per year$10,000 became […] · $15,701+9.4%

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

0.74%Trailing 12-mo yield$74 · $137 a year on $10k1.37%

−9.0%Worst dropSmaller is better−9.8%

13.7%VolatilityLower is calmer13.5%

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

4–3APUE wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 5AMGN5.3%

not top 5V4.8%

4.5%DFASnot top 5

3.6%AMZNnot top 5

Held in common27.5%

End-of-day Nov 13, 2026 · share of each fund

APUE vs DIA Returns, Every Period

1Y

ActivePassiveAPUE

+12.6%

past year

DIASPDR

+10.0%

past year

APUEDIAFaded: behind in that period

3–0APUE wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

APUE vs DIA

YTD

ActivePassiveAPUE

+11.9%

DIASPDR

+10.1%

+11.9%Year to date+10.1%

−9.0%Worst drop · 1Y−9.8%

13.7%Volatility · 1Y13.5%

0.7%Yield1.4%

$2.5BAssets$46.0B

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

$10k

DIA1.37%$137

APUE0.74%$74

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$121most kept, DIA

DIA$137 − $16 = $121

APUE$74 − $31 = $43

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: APUE, DIA

Today

27.5%most shared, APUE and DIA

APUEDIA

APUE—27.5%

DIA27.5%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+12.6%APUE, at 13.7% volatility

DIAWorst drop−9.8%13.5% vol

APUEWorst drop−9.0%13.7% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

DIAAPUE

+10.1%Year to date+11.9%

1.4%Yield0.7%

+10.0%Past year+12.6%

0.16%Fee0.31%

2–2level

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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APUE and DIA

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two