Compare · 3 funds side by side · dividends reinvested

BUSM, DIA and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,693DIA · best of the three

02 / 04

BUSM, DIA and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.40%+8.2%+10.8%+17.7%+9.4%−9.8%13.4%$45.9B1.5

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B1.5

EA Series Trust - EA Bridgeway Ultra-Small Company Market ETFUS Stock Styles · Large cap0.73%0.00%[…][…][…][…][…][…]$108M3.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: BUSM 1997 · DIA 1998 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

EA Series Trust - EA Bridgeway Ultra-Small Company Market ETF · $108M[…]

BUSM

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.9B$15,693

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

BUSMMeasureDIA

[…]Year to dateJan 1 → Nov 5+8.2%

[…]1 yearTotal return+10.8%

[…]3 years · per year$10,000 became […] · $16,322+17.7%

[…]5 years · per year$10,000 became […] · $15,693+9.4%

0.73%Expense ratio$73 · $16 a year on $10k · lower is better0.16%

0.00%Trailing 12-mo yield$0 · $140 a year on $10k1.40%

[…]Worst dropSmaller is better−9.8%

[…]VolatilityLower is calmer13.4%

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

0–2DIA wins

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

More Ways to See the Pairs

BUSM vs DIA: Top 5 Holdings

Today

BUSM

2.9%in top 5

DIA

in top 533.3%

BUSMStockDIA

not top 5GS10.3%

not top 5CAT6.6%

not top 5MSFT6.2%

not top 5AMGN5.3%

not top 5V4.9%

0.6%OPRTnot top 5

0.6%RCKYnot top 5

0.6%ACCOnot top 5

0.6%FLXSnot top 5

0.6%TREEnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

BUSM vs DIA Returns, Every Period

BridgewayBUSM

[…]

past year

DIASPDR

+10.8%

past year

Returns […]

BUSMDIAFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

BUSM vs DIA

YTD

BridgewayBUSM

[…]

DIASPDR

+8.2%

[…]Year to date+8.2%

[…]Worst drop · 1Y−9.8%

[…]Volatility · 1Y13.4%

0.0%Yield1.4%

$108MAssets$45.9B

1–0DIA wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BUSM, DIA, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DIA0.16%$16

BUSM0.73%$73

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: BUSM, DIA, IJH

1.40%highest, DIA

FundTrailing yieldYield$10k

DIA1.40%$140

IJH1.26%$126

BUSM0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$124most kept, DIA

DIA$140 − $16 = $124

IJH$126 − $5 = $121

BUSM$0 − $73 = −$73

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: BUSM, DIA, IJH

Today

0.0%most shared, BUSM and DIA

BUSMDIAIJH

BUSM—0.0%0.0%

DIA0.0%—0.0%

IJH0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+12.9%IJH, at 15.5% volatility

DIAWorst drop−9.8%13.4% vol

IJHWorst drop−8.8%15.5% vol

BUSMWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DIAIJH

+8.2%Year to date+9.5%

1.4%Yield1.3%

+10.8%Past year+12.9%

0.16%Fee0.05%

3–1IJH wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026