Compare · 3 funds side by side · dividends reinvested

CDL, DIA and IWF

CDLVictoryShares×DIASPDR×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,332CDL · best of the three

02 / 04

CDL, DIA and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US Large Cap High Div Volatility Wtd ETFUS Stock Styles · Large cap0.38%3.04%+20.4%+23.9%+19.5%+10.3%−7.9%11.1%$420M1.4

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%$45.9B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B2.6

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: CDL 2015 · DIA 1998 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US Large Cap High Div Volatility Wtd ETF · $420M$16,332

CDL

DIA

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

$10,000 five years ago, dividends reinvested · they hold 6.9% in common

CDLMeasureDIA

+20.4%Year to dateJan 1 → Nov 5+8.2%

+23.9%1 yearTotal return+10.8%

+19.5%3 years · per year$10,000 became $17,046 · $16,322+17.7%

+10.3%5 years · per year$10,000 became $16,332 · $15,693+9.4%

0.38%Expense ratio$38 · $16 a year on $10k · lower is better0.16%

3.04%Trailing 12-mo yield$304 · $140 a year on $10k1.40%

−7.9%Worst dropSmaller is better−9.8%

11.1%VolatilityLower is calmer13.4%

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

7–1CDL wins

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

More Ways to See the Pairs

CDL vs DIA: Top 5 Holdings

Today

CDL

8.3%in top 5

DIA

in top 533.3%

CDLStockDIA

not top 5GS10.3%

not top 5CAT6.6%

not top 5MSFT6.2%

not top 5AMGN5.3%

not top 5V4.9%

1.7%WECnot top 5

1.7%DUKnot top 5

1.6%EDnot top 5

1.6%EVRGnot top 5

1.6%LNTnot top 5

Held in common6.9%

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

CDL vs DIA Returns, Every Period

VictorySharesCDL

+10.3%

5 years, per year

DIASPDR

+9.4%

5 years, per year

CDLDIAFaded: behind in that period

4–0CDL wins

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

CDL vs DIA

YTD

VictorySharesCDL

+20.4%

DIASPDR

+8.2%

+20.4%Year to date+8.2%

−7.9%Worst drop · 1Y−9.8%

11.1%Volatility · 1Y13.4%

3.0%Yield1.4%

$420MAssets$45.9B

4–0CDL wins

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

Cost, Income and Risk

Fees: CDL, DIA, IWF

Today

0.16%lowest, DIA

FundExpense ratioFee$10k

DIA0.16%$16

IWF0.18%$18

CDL0.38%$38

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

Yields: CDL, DIA, IWF

3.04%highest, CDL

FundTrailing yieldYield$10k

CDL3.04%$304

DIA1.40%$140

IWF0.39%$39

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

Income After Fees on $10,000

$266most kept, CDL

CDL$304 − $38 = $266

DIA$140 − $16 = $124

IWF$39 − $18 = $21

KeptFee

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

Overlap: CDL, DIA, IWF

Today

21.6%most shared, DIA and IWF

CDLDIAIWF

CDL—6.9%2.2%

DIA6.9%—21.6%

IWF2.2%21.6%—

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

Return vs Bumpiness: 3 ETFs

+23.9%CDL, at 11.1% volatility

CDLWorst drop−7.9%11.1% vol

DIAWorst drop−9.8%13.4% vol

IWFWorst drop−14.6%19.3% vol

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

Paid More vs Made More

YTD

CDLDIA

+20.4%Year to date+8.2%

3.0%Yield1.4%

+23.9%Past year+10.8%

0.38%Fee0.16%

3–1CDL wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

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