Compare · 3 funds side by side · dividends reinvested

CDL, DIA and VUG

CDLVictoryShares×DIASPDR×VUGVanguard×

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 VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US Large Cap High Div Volatility Wtd ETFUS Stock Styles · Large cap0.38%3.00%+22.2%+25.6%+20.3%+10.8%−7.9%11.0%$408M1.5

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%$44.9B2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$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 5, 2026 · returns include dividends · since: CDL 2015 · DIA 1998 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US Large Cap High Div Volatility Wtd ETF · $408M$16,332

CDL

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B$15,693

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

CDLMeasureDIA

+22.2%Year to dateJan 1 → Nov 5+12.2%

+25.6%1 yearTotal return+14.2%

+20.3%3 years · per year$10,000 became $17,409 · $16,984+19.3%

+10.8%5 years · per year$10,000 became $16,692 · $16,375+10.4%

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

3.00%Trailing 12-mo yield$300 · $135 a year on $10k1.35%

−7.9%Worst dropSmaller is better−9.8%

11.0%VolatilityLower is calmer12.9%

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

+10.8%

5 years, per year

DIASPDR

+10.4%

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

+22.2%

DIASPDR

+12.2%

+22.2%Year to date+12.2%

−7.9%Worst drop · 1Y−9.8%

11.0%Volatility · 1Y12.9%

3.0%Yield1.3%

$408MAssets$44.9B

4–0CDL wins

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

Cost, Income and Risk

Fees: CDL, DIA, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DIA0.16%$16

CDL0.38%$38

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

Yields: CDL, DIA, VUG

3.00%highest, CDL

FundTrailing yieldYield$10k

CDL3.00%$300

DIA1.35%$135

VUG0.40%$40

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

Income After Fees on $10,000

$262most kept, CDL

CDL$300 − $38 = $262

DIA$135 − $16 = $119

VUG$40 − $3 = $37

KeptFee

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

Overlap: CDL, DIA, VUG

Today

20.7%most shared, DIA and VUG

CDLDIAVUG

CDL—6.9%0.5%

DIA6.9%—20.7%

VUG0.5%20.7%—

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

Return vs Bumpiness: 3 ETFs

+25.6%CDL, at 11.0% volatility

CDLWorst drop−7.9%11.0% vol

DIAWorst drop−9.8%12.9% vol

VUGWorst drop−16.1%18.2% vol

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

Paid More vs Made More

YTD

CDLDIA

+22.2%Year to date+12.2%

3.0%Yield1.3%

+25.6%Past year+14.2%

0.38%Fee0.16%

3–1CDL wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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 5, 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 5, 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 5, 2026