Compare · 3 funds side by side · dividends reinvested

CFO, DIA and IWF

CFOVictoryShares×DIASPDR×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,559IWF · best of the three

02 / 04

CFO, DIA and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.35%+12.2%+14.2%+19.3%+10.4%−9.8%12.9%$45.1B1.8

VictoryShares US 500 Enhanced Volatility Wtd ETFUS Stock Styles · Large cap0.38%1.19%+14.4%+16.5%+15.6%+4.4%−7.1%10.6%$417M1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$120B2.4

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

End-of-day Nov 4, 2026 · returns include dividends · since: CFO 2014 · DIA 1998 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US 500 Enhanced Volatility Wtd ETF · $417M$12,395

CFO

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.1B$16,375

$10,000 five years ago, dividends reinvested · they hold 6.8% in common

CFOMeasureDIA

+14.4%Year to dateJan 1 → Nov 4+12.2%

+16.5%1 yearTotal return+14.2%

+15.6%3 years · per year$10,000 became $15,457 · $16,984+19.3%

+4.4%5 years · per year$10,000 became $12,395 · $16,375+10.4%

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

1.19%Trailing 12-mo yield$119 · $135 a year on $10k1.35%

−7.1%Worst dropSmaller is better−9.8%

10.6%VolatilityLower is calmer12.9%

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

4–4Level

End-of-day Nov 4, 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 533.5%

CFOStockDIA

not top 5GS10.3%

not top 5CAT7.2%

not top 5MSFT6.0%

not top 5AMGN5.3%

not top 5V4.8%

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 common6.8%

End-of-day Nov 4, 2026 · share of each fund

CFO vs DIA Returns, Every Period

VictorySharesCFO

+4.4%

5 years, per year

DIASPDR

+10.4%

5 years, per year

CFODIAFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

CFO vs DIA

YTD

VictorySharesCFO

+14.4%

DIASPDR

+12.2%

+14.4%Year to date+12.2%

−7.1%Worst drop · 1Y−9.8%

10.6%Volatility · 1Y12.9%

1.2%Yield1.3%

$417MAssets$45.1B

3–1CFO wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CFO, DIA, IWF

Today

0.16%lowest, DIA

FundExpense ratioFee$10k

DIA0.16%$16

IWF0.18%$18

CFO0.38%$38

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CFO, DIA, IWF

1.35%highest, DIA

FundTrailing yieldYield$10k

DIA1.35%$135

CFO1.19%$119

IWF0.37%$37

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$119most kept, DIA

DIA$135 − $16 = $119

CFO$119 − $38 = $81

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CFO, DIA, IWF

Today

21.3%most shared, DIA and IWF

CFODIAIWF

CFO—6.8%16.9%

DIA6.8%—21.3%

IWF16.9%21.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+16.5%CFO, at 10.6% volatility

CFOWorst drop−7.1%10.6% vol

DIAWorst drop−9.8%12.9% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DIACFO

+12.2%Year to date+14.4%

1.3%Yield1.2%

+14.2%Past year+16.5%

0.16%Fee0.38%

2–2level

End-of-day Nov 4, 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$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026