Compare · 3 funds side by side · dividends reinvested

DEMZ, DIA and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,163DEMZ · best of the three

02 / 04

DEMZ, DIA and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Democratic Large Cap Core ETFUS Stock Styles · Large cap0.45%0.89%+9.8%+10.2%+22.4%+11.4%−12.3%15.4%$66M1.8

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.40%+7.8%+9.9%+17.3%+9.3%−9.8%13.4%$45.9B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: DEMZ 2020 · DIA 1998 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Democratic Large Cap Core ETF · $66M$17,163

DEMZ

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.9B$15,590

$10,000 five years ago, dividends reinvested · they hold 18.8% in common

DEMZMeasureDIA

+9.8%Year to dateJan 1 → Nov 6+7.8%

+10.2%1 yearTotal return+9.9%

+22.4%3 years · per year$10,000 became $18,354 · $16,149+17.3%

+11.4%5 years · per year$10,000 became $17,163 · $15,590+9.3%

0.45%Expense ratio$45 · $16 a year on $10k · lower is better0.16%

0.89%Trailing 12-mo yield$89 · $140 a year on $10k1.40%

−12.3%Worst dropSmaller is better−9.8%

15.4%VolatilityLower is calmer13.4%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DEMZ vs DIA: Top 5 Holdings

Today

DEMZ

24.5%in top 5

DIA

in top 532.7%

DEMZStockDIA

not top 5GS10.0%

not top 5CAT6.4%

5.4%MSFT6.2%

not top 5AMGN5.3%

5.2%AAPLnot top 5

4.9%Lnot top 5

not top 5V4.9%

4.8%COSTnot top 5

4.2%NVDAnot top 5

Held in common18.8%

End-of-day Nov 6, 2026 · share of each fund

DEMZ vs DIA Returns, Every Period

RAMDEMZ

+11.4%

5 years, per year

DIASPDR

+9.3%

5 years, per year

DEMZDIAFaded: behind in that period

4–0DEMZ wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

DEMZ vs DIA

YTD

RAMDEMZ

+9.8%

DIASPDR

+7.8%

+9.8%Year to date+7.8%

−12.3%Worst drop · 1Y−9.8%

15.4%Volatility · 1Y13.4%

0.9%Yield1.4%

$66.3MAssets$45.9B

3–1DIA wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DEMZ, DIA, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DIA0.16%$16

DEMZ0.45%$45

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DEMZ, DIA, VUG

1.40%highest, DIA

FundTrailing yieldYield$10k

DIA1.40%$140

DEMZ0.89%$89

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$124most kept, DIA

DIA$140 − $16 = $124

DEMZ$89 − $45 = $44

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DEMZ, DIA, VUG

Today

31.0%most shared, DEMZ and VUG

DEMZDIAVUG

DEMZ—18.8%31.0%

DIA18.8%—20.7%

VUG31.0%20.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+10.2%DEMZ, at 15.4% volatility

DIAWorst drop−9.8%13.4% vol

DEMZWorst drop−12.3%15.4% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DIADEMZ

+7.8%Year to date+9.8%

1.4%Yield0.9%

+9.9%Past year+10.2%

0.16%Fee0.45%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026