Compare · 3 funds side by side · dividends reinvested

CGUS, DIA and IWF

CGUSCapital Group×DIASPDR×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,892IWF · best of the three

02 / 04

CGUS, 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%1.37%+10.1%+13.2%+17.5%+9.7%−9.8%13.6%$44.0B1.6

Capital Group Core Equity ETFUS Stock Styles · Large cap0.33%0.83%+10.4%+12.3%+21.4%[…]−9.6%14.2%$11.9B1.7

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: CGUS 2022 · DIA 1998 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Capital Group Core Equity ETF · $11.9B[…]

CGUS

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $44.0B$15,889

$10,000 five years ago, dividends reinvested · they hold 22.2% in common

CGUSMeasureDIA

+10.4%Year to dateJan 1 → Nov 9+10.1%

+12.3%1 yearTotal return+13.2%

+21.4%3 years · per year$10,000 became $17,895 · $16,221+17.5%

[…]5 years · per year$10,000 became […] · $15,889+9.7%

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

0.83%Trailing 12-mo yield$83 · $137 a year on $10k1.37%

−9.6%Worst dropSmaller is better−9.8%

14.2%VolatilityLower is calmer13.6%

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

3–4DIA wins

End-of-day Nov 9, 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

28.1%in top 5

DIA

in top 532.9%

CGUSStockDIA

not top 5GS10.0%

7.4%MSFT6.1%

6.8%NVDAnot top 5

not top 5CAT6.5%

5.5%AMZNnot top 5

not top 5AMGN5.3%

not top 5V4.9%

4.5%AVGOnot top 5

3.9%METAnot top 5

Held in common22.2%

End-of-day Nov 9, 2026 · share of each fund

CGUS vs DIA Returns, Every Period

Capital GroupCGUS

+12.3%

past year

DIASPDR

+13.2%

past year

CGUSDIAFaded: behind in that period

2–1CGUS wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

CGUS vs DIA

YTD

Capital GroupCGUS

+10.4%

DIASPDR

+10.1%

+10.4%Year to date+10.1%

−9.6%Worst drop · 1Y−9.8%

14.2%Volatility · 1Y13.6%

0.8%Yield1.4%

$11.9BAssets$44.0B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CGUS, DIA, IWF

Today

0.16%lowest, DIA

FundExpense ratioFee$10k

DIA0.16%$16

IWF0.18%$18

CGUS0.33%$33

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CGUS, DIA, IWF

1.37%highest, DIA

FundTrailing yieldYield$10k

DIA1.37%$137

CGUS0.83%$83

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$121most kept, DIA

DIA$137 − $16 = $121

CGUS$83 − $33 = $50

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CGUS, DIA, IWF

Today

41.7%most shared, CGUS and IWF

CGUSDIAIWF

CGUS—22.2%41.7%

DIA22.2%—21.7%

IWF41.7%21.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.2%DIA, at 13.6% volatility

DIAWorst drop−9.8%13.6% vol

CGUSWorst drop−9.6%14.2% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

DIACGUS

+10.1%Year to date+10.4%

1.4%Yield0.8%

+13.2%Past year+12.3%

0.16%Fee0.33%

3–1DIA wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026