Compare · 3 funds side by side · dividends reinvested

BLUX, DIA and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,565VUG · best of the three

02 / 04

BLUX, DIA and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Bluemonte Dynamic Total Market ETFUS Stock Styles · Large cap0.30%0.99%+13.7%+17.0%[…][…]−9.0%14.7%$614M1.7

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%$44.0B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.3

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: BLUX 2025 · DIA 1998 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Bluemonte Dynamic Total Market ETF · $614M[…]

BLUX

DIA

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

BLUXMeasureDIA

+13.7%Year to dateJan 1 → Nov 9+10.1%

+17.0%1 yearTotal return+13.2%

[…]3 years · per year$10,000 became […] · $16,221+17.5%

[…]5 years · per year$10,000 became […] · $15,889+9.7%

0.30%Expense ratio$30 · $16 a year on $10k · lower is better0.16%

0.99%Trailing 12-mo yield$99 · $137 a year on $10k1.37%

−9.0%Worst dropSmaller is better−9.8%

14.7%VolatilityLower is calmer13.6%

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

3–3Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BLUX vs DIA: Top 5 Holdings

Today

BLUX

99.8%in top 5

DIA

in top 532.9%

BLUXStockDIA

48.9%SPYMnot top 5

30.0%VTWOnot top 5

15.8%ISCVnot top 5

not top 5GS10.0%

not top 5CAT6.5%

not top 5MSFT6.1%

not top 5AMGN5.3%

5.2%SCHAnot top 5

not top 5V4.9%

Held in common0.0%

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

BLUX vs DIA Returns, Every Period

BluemonteBLUX

+17.0%

past year

DIASPDR

+13.2%

past year

BLUXDIAFaded: behind in that period

2–0BLUX wins

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

BLUX vs DIA

YTD

BluemonteBLUX

+13.7%

DIASPDR

+10.1%

+13.7%Year to date+10.1%

−9.0%Worst drop · 1Y−9.8%

14.7%Volatility · 1Y13.6%

1.0%Yield1.4%

$614MAssets$44.0B

2–2level

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

Cost, Income and Risk

Fees: BLUX, DIA, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DIA0.16%$16

BLUX0.30%$30

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

Yields: BLUX, DIA, VUG

1.37%highest, DIA

FundTrailing yieldYield$10k

DIA1.37%$137

BLUX0.99%$99

VUG0.41%$41

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

Income After Fees on $10,000

$121most kept, DIA

DIA$137 − $16 = $121

BLUX$99 − $30 = $69

VUG$41 − $3 = $38

KeptFee

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

Overlap: BLUX, DIA, VUG

Today

20.8%most shared, DIA and VUG

BLUXDIAVUG

BLUX—0.0%0.0%

DIA0.0%—20.8%

VUG0.0%20.8%—

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

Return vs Bumpiness: 3 ETFs

+17.0%BLUX, at 14.7% volatility

DIAWorst drop−9.8%13.6% vol

BLUXWorst drop−9.0%14.7% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

DIABLUX

+10.1%Year to date+13.7%

1.4%Yield1.0%

+13.2%Past year+17.0%

0.16%Fee0.30%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

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