Compare · 2 funds side by side · dividends reinvested

CGUS and DIA

CGUSCapital Group×DIASPDR×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375DIA · best of the two

02 / 04

CGUS and DIA, 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%$45.1B1.4

Capital Group Core Equity ETFUS Stock Styles · Large cap0.33%0.82%+12.3%+12.4%+23.5%[…]−9.6%13.3%$12.2B1.6

Rank among the two1st → 2ndFee, 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: CGUS 2022 · DIA 1998

Head to Head

Swap sides Versus in desk

Head to Head

Capital Group Core Equity ETF · $12.2B[…]

CGUS

DIA

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

$10,000 five years ago, dividends reinvested · they hold 22.4% in common

CGUSMeasureDIA

+12.3%Year to dateJan 1 → Nov 4+12.2%

+12.4%1 yearTotal return+14.2%

+23.5%3 years · per year$10,000 became $18,826 · $16,984+19.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

0.33%Expense ratio$33 · $16 a year on $10k · lower is better0.16%

0.82%Trailing 12-mo yield$82 · $135 a year on $10k1.35%

−9.6%Worst dropSmaller is better−9.8%

13.3%VolatilityLower is calmer12.9%

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

3–4DIA wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CGUS vs DIA: Top 5 Holdings

Today

CGUS

28.3%in top 5

DIA

in top 533.5%

CGUSStockDIA

not top 5GS10.3%

7.2%NVDAnot top 5

not top 5CAT7.2%

7.1%MSFT6.0%

not top 5AMGN5.3%

5.1%AMZNnot top 5

5.0%AVGOnot top 5

not top 5V4.8%

3.9%LLYnot top 5

Held in common22.4%

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

CGUS vs DIA Returns, Every Period

Capital GroupCGUS

+12.4%

past year

DIASPDR

+14.2%

past year

CGUSDIAFaded: behind in that period

2–1CGUS wins

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

CGUS vs DIA

YTD

Capital GroupCGUS

+12.3%

DIASPDR

+12.2%

+12.3%Year to date+12.2%

−9.6%Worst drop · 1Y−9.8%

13.3%Volatility · 1Y12.9%

0.8%Yield1.3%

$12.2BAssets$45.1B

2–2level

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

Cost, Income and Risk

Fees: CGUS, DIA

Today

0.16%lowest, DIA

FundExpense ratioFee$10k

DIA0.16%$16

CGUS0.33%$33

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

Yields: CGUS, DIA

1.35%highest, DIA

FundTrailing yieldYield$10k

DIA1.35%$135

CGUS0.82%$82

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

Income After Fees on $10,000

$119most kept, DIA

DIA$135 − $16 = $119

CGUS$82 − $33 = $49

KeptFee

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

Overlap: CGUS, DIA

Today

22.4%most shared, CGUS and DIA

CGUSDIA

CGUS—22.4%

DIA22.4%—

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

Return vs Bumpiness: 2 ETFs

+14.2%DIA, at 12.9% volatility

DIAWorst drop−9.8%12.9% vol

CGUSWorst drop−9.6%13.3% vol

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

Paid More vs Made More

YTD

DIACGUS

+12.2%Year to date+12.3%

1.3%Yield0.8%

+14.2%Past year+12.4%

0.16%Fee0.33%

3–1DIA wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026