Compare · 2 funds side by side · dividends reinvested

CFO and DIA

CFOVictoryShares×DIASPDR×

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

02 / 04

CFO and DIA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US 500 Enhanced Volatility Wtd ETFUS Stock Styles · Large cap0.38%1.21%+12.5%+14.2%+15.3%+3.8%−7.1%10.5%$417M1.5

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: CFO 2014 · DIA 1998

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US 500 Enhanced Volatility Wtd ETF · $417M$12,033

CFO

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

CFOMeasureDIA

+12.5%Year to dateJan 1 → Nov 3+8.8%

+14.2%1 yearTotal return+10.3%

+15.3%3 years · per year$10,000 became $15,340 · $16,728+18.7%

+3.8%5 years · per year$10,000 became $12,033 · $15,770+9.5%

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

1.21%Trailing 12-mo yield$121 · $139 a year on $10k1.39%

−7.1%Worst dropSmaller is better−9.8%

10.5%VolatilityLower is calmer12.6%

CFODIA 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

CFO vs DIA: Top 5 Holdings

Today

CFO

2.1%in top 5

DIA

in top 533.8%

CFOStockDIA

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

CFO vs DIA Returns, Every Period

VictorySharesCFO

+3.8%

5 years, per year

DIASPDR

+9.5%

5 years, per year

CFODIAFaded: behind in that period

2–2Level

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

CFO vs DIA

YTD

VictorySharesCFO

+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%

$417MAssets$45.1B

3–1CFO wins

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

Cost, Income and Risk

Fees: CFO, DIA

Today

0.16%lowest, DIA

FundExpense ratioFee$10k

DIA0.16%$16

CFO0.38%$38

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

Yields: CFO, DIA

1.39%highest, DIA

FundTrailing yieldYield$10k

DIA1.39%$139

CFO1.21%$121

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

Income After Fees on $10,000

$123most kept, DIA

DIA$139 − $16 = $123

CFO$121 − $38 = $83

KeptFee

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

Overlap: CFO, DIA

Today

6.9%most shared, CFO and DIA

CFODIA

CFO—6.9%

DIA6.9%—

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

Return vs Bumpiness: 2 ETFs

+14.2%CFO, at 10.5% volatility

CFOWorst 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

DIACFO

+8.8%Year to date+12.5%

1.4%Yield1.2%

+10.3%Past year+14.2%

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