Compare · 2 funds side by side · dividends reinvested

CFA and DIA

CFAVictoryShares×DIASPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,770DIA · best of the two

02 / 04

CFA and DIA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US 500 Volatility Wtd ETFUS Stock Styles · Large cap0.38%1.20%+12.5%+14.3%+17.7%+7.6%−7.1%10.5%$540M1.5

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.39%+8.8%+10.3%+18.7%+9.5%−9.8%12.6%$45.1B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: CFA 2014 · DIA 1998

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US 500 Volatility Wtd ETF · $540M$14,447

CFA

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.1B$15,770

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

CFAMeasureDIA

+12.5%Year to dateJan 1 → Nov 3+8.8%

+14.3%1 yearTotal return+10.3%

+17.7%3 years · per year$10,000 became $16,304 · $16,728+18.7%

+7.6%5 years · per year$10,000 became $14,447 · $15,770+9.5%

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

1.20%Trailing 12-mo yield$120 · $139 a year on $10k1.39%

−7.1%Worst dropSmaller is better−9.8%

10.5%VolatilityLower is calmer12.6%

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

4–4Level

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

More Ways to See the Pairs

CFA vs DIA: Top 5 Holdings

Today

CFA

2.1%in top 5

DIA

in top 533.8%

CFAStockDIA

not top 5GS10.5%

not top 5CAT7.3%

not top 5MSFT6.0%

not top 5AMGN5.2%

not top 5UNH4.7%

0.5%BRK-Bnot top 5

0.4%WECnot top 5

0.4%ATOnot top 5

0.4%DUKnot top 5

0.4%EDnot top 5

Held in common6.9%

End-of-day Nov 3, 2026 · share of each fund

CFA vs DIA Returns, Every Period

VictorySharesCFA

+7.6%

5 years, per year

DIASPDR

+9.5%

5 years, per year

CFADIAFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

CFA vs DIA

YTD

VictorySharesCFA

+12.5%

DIASPDR

+8.8%

+12.5%Year to date+8.8%

−7.1%Worst drop · 1Y−9.8%

10.5%Volatility · 1Y12.6%

1.2%Yield1.4%

$540MAssets$45.1B

3–1CFA wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CFA, DIA

Today

0.16%lowest, DIA

FundExpense ratioFee$10k

DIA0.16%$16

CFA0.38%$38

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: CFA, DIA

1.39%highest, DIA

FundTrailing yieldYield$10k

DIA1.39%$139

CFA1.20%$120

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$123most kept, DIA

DIA$139 − $16 = $123

CFA$120 − $38 = $82

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: CFA, DIA

Today

6.9%most shared, CFA and DIA

CFADIA

CFA—6.9%

DIA6.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.3%CFA, at 10.5% volatility

CFAWorst drop−7.1%10.5% vol

DIAWorst drop−9.8%12.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

DIACFA

+8.8%Year to date+12.5%

1.4%Yield1.2%

+10.3%Past year+14.3%

0.16%Fee0.38%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026