Compare · 3 funds side by side · dividends reinvested

AVUS, DIA and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,865VTV · best of the three

02 / 04

AVUS, DIA and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.1

Avantis U.S. Equity ETFUS Stock Styles · Large cap0.15%0.94%+14.9%+18.4%+21.9%+11.5%−7.8%13.3%$14.3B2.0

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.37%+10.1%+13.2%+17.5%+9.7%−9.8%13.6%$44.0B2.9

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

End-of-day Nov 9, 2026 · returns include dividends · since: AVUS 2019 · DIA 1998 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Avantis U.S. Equity ETF · $14.3B$17,267

AVUS

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $44.0B$15,889

$10,000 five years ago, dividends reinvested · they hold 25.4% in common

AVUSMeasureDIA

+14.9%Year to dateJan 1 → Nov 9+10.1%

+18.4%1 yearTotal return+13.2%

+21.9%3 years · per year$10,000 became $18,116 · $16,221+17.5%

+11.5%5 years · per year$10,000 became $17,267 · $15,889+9.7%

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

0.94%Trailing 12-mo yield$94 · $137 a year on $10k1.37%

−7.8%Worst dropSmaller is better−9.8%

13.3%VolatilityLower is calmer13.6%

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

7–1AVUS wins

End-of-day Nov 9, 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

21.7%in top 5

DIA

in top 532.9%

AVUSStockDIA

not top 5GS10.0%

not top 5CAT6.5%

4.9%MSFT6.1%

6.0%AAPLnot top 5

not top 5AMGN5.3%

4.9%NVDAnot top 5

not top 5V4.9%

3.6%AMZNnot top 5

2.2%METAnot top 5

Held in common25.4%

End-of-day Nov 9, 2026 · share of each fund

AVUS vs DIA Returns, Every Period

AvantisAVUS

+11.5%

5 years, per year

DIASPDR

+9.7%

5 years, per year

AVUSDIAFaded: behind in that period

4–0AVUS wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

AVUS vs VTV

YTD

AvantisAVUS

+14.9%

VTVVanguard

+20.9%

+14.9%Year to date+20.9%

−7.8%Worst drop · 1Y−6.4%

13.3%Volatility · 1Y10.8%

0.9%Yield1.8%

$14.3BAssets$184B

4–0VTV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AVUS, DIA, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

AVUS0.15%$15

DIA0.16%$16

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: AVUS, DIA, VTV

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

DIA1.37%$137

AVUS0.94%$94

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

DIA$137 − $16 = $121

AVUS$94 − $15 = $79

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: AVUS, DIA, VTV

Today

38.5%most shared, AVUS and VTV

AVUSDIAVTV

AVUS—25.4%38.5%

DIA25.4%—23.4%

VTV38.5%23.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+25.4%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

AVUSWorst drop−7.8%13.3% vol

DIAWorst drop−9.8%13.6% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VTVAVUS

+20.9%Year to date+14.9%

1.8%Yield0.9%

+25.4%Past year+18.4%

0.03%Fee0.15%

4–0VTV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026