Compare · 4 funds side by side · dividends reinvested

AVUS, DIA, IWF and VUG

AVUSAvantis×DIASPDR×IWFiShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,912AVUS · best of the four

02 / 04

AVUS, DIA, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Avantis U.S. Equity ETFUS Stock Styles · Large cap0.15%0.93%+16.8%+18.5%+24.0%+12.4%−7.8%12.5%$14.7B1.4

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%$44.9B2.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B3.6

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: AVUS 2019 · DIA 1998 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Avantis U.S. Equity ETF · $14.7B$17,912

AVUS

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B$16,375

$10,000 five years ago, dividends reinvested · they hold 24.8% in common

AVUSMeasureDIA

+16.8%Year to dateJan 1 → Nov 4+12.2%

+18.5%1 yearTotal return+14.2%

+24.0%3 years · per year$10,000 became $19,063 · $16,984+19.3%

+12.4%5 years · per year$10,000 became $17,912 · $16,375+10.4%

0.15%Expense ratio$15 · $16 a year on $10k · lower is better0.16%

0.93%Trailing 12-mo yield$93 · $135 a year on $10k1.35%

−7.8%Worst dropSmaller is better−9.8%

12.5%VolatilityLower is calmer12.9%

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

7–1AVUS wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AVUS vs DIA: Top 5 Holdings

Today

AVUS

21.3%in top 5

DIA

in top 533.5%

AVUSStockDIA

not top 5GS10.3%

not top 5CAT7.2%

4.7%MSFT6.0%

5.7%AAPLnot top 5

5.3%NVDAnot top 5

not top 5AMGN5.3%

not top 5V4.8%

3.4%AMZNnot top 5

2.2%METAnot top 5

Held in common24.8%

End-of-day Nov 4, 2026 · share of each fund

AVUS vs DIA Returns, Every Period

AvantisAVUS

+12.4%

5 years, per year

DIASPDR

+10.4%

5 years, per year

AVUSDIAFaded: behind in that period

4–0AVUS wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

AVUS vs DIA

YTD

AvantisAVUS

+16.8%

DIASPDR

+12.2%

+16.8%Year to date+12.2%

−7.8%Worst drop · 1Y−9.8%

12.5%Volatility · 1Y12.9%

0.9%Yield1.3%

$14.7BAssets$44.9B

3–1AVUS wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AVUS, DIA, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

AVUS0.15%$15

DIA0.16%$16

IWF0.18%$18

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: AVUS, DIA, IWF, VUG

1.35%highest, DIA

FundTrailing yieldYield$10k

DIA1.35%$135

AVUS0.93%$93

VUG0.40%$40

IWF0.37%$37

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$119most kept, DIA

DIA$135 − $16 = $119

AVUS$93 − $15 = $78

VUG$40 − $3 = $37

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: AVUS, DIA, IWF, VUG

Today

77.4%most shared, IWF and VUG

AVUSDIAIWFVUG

AVUS—24.8%44.4%40.7%

DIA24.8%—21.3%20.5%

IWF44.4%21.3%—77.4%

VUG40.7%20.5%77.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+18.5%AVUS, at 12.5% volatility

AVUSWorst drop−7.8%12.5% vol

DIAWorst drop−9.8%12.9% vol

VUGWorst drop−16.1%18.2% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DIAAVUS

+12.2%Year to date+16.8%

1.3%Yield0.9%

+14.2%Past year+18.5%

0.16%Fee0.15%

3–1AVUS wins

End-of-day Nov 4, 2026

Popular Pairs Near These Four

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 4, 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 4, 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 4, 2026