Compare · 3 funds side by side · dividends reinvested

DIA, ACEP and IWF

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

02 / 04

DIA, ACEP 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%$44.0B1.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B1.9

ARS Core Equity Portfolio ETFUS Stock Styles · Large cap0.46%0.11%+22.5%[…][…][…][…][…]$98M2.3

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: DIA 1998 · ACEP 2025 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

DIA

ACEP

ARS Core Equity Portfolio ETF · $98M[…]

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

DIAMeasureACEP

+10.1%Year to dateJan 1 → Nov 9+22.5%

+13.2%1 yearTotal return[…]

+17.5%3 years · per year$10,000 became $16,221 · […][…]

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

0.16%Expense ratio$16 · $46 a year on $10k · lower is better0.46%

1.37%Trailing 12-mo yield$137 · $11 a year on $10k0.11%

−9.8%Worst dropSmaller is better[…]

13.6%VolatilityLower is calmer[…]

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

2–1DIA wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DIA vs ACEP: Top 5 Holdings

Today

DIA

32.9%in top 5

ACEP

in top 519.6%

DIAStockACEP

10.0%GSnot top 5

6.5%CATnot top 5

6.1%MSFTnot top 5

5.3%AMGNnot top 5

4.9%Vnot top 5

not top 5ACN4.1%

not top 5CVX4.1%

not top 5B3.9%

not top 5PH3.8%

not top 5JPM3.7%

Held in common18.8%

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

DIA vs ACEP Returns, Every Period

SPDRDIA

+13.2%

past year

ACEPARS

[…]

past year

DIAACEPFaded: behind in that period

0–1ACEP wins

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

DIA vs IWF

YTD

SPDRDIA

+10.1%

IWFiShares

−2.5%

+10.1%Year to date−2.5%

−9.8%Worst drop · 1Y−14.6%

13.6%Volatility · 1Y19.5%

1.4%Yield0.4%

$44.0BAssets$115B

4–0DIA wins

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

Cost, Income and Risk

Fees: DIA, ACEP, IWF

Today

0.16%lowest, DIA

FundExpense ratioFee$10k

DIA0.16%$16

IWF0.18%$18

ACEP0.46%$46

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

Yields: DIA, ACEP, IWF

1.37%highest, DIA

FundTrailing yieldYield$10k

DIA1.37%$137

IWF0.38%$38

ACEP0.11%$11

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

Income After Fees on $10,000

$121most kept, DIA

DIA$137 − $16 = $121

IWF$38 − $18 = $20

ACEP$11 − $46 = −$35

KeptFee

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

Overlap: DIA, ACEP, IWF

Today

21.7%most shared, DIA and IWF

DIAACEPIWF

DIA—18.8%21.7%

ACEP18.8%—7.4%

IWF21.7%7.4%—

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

IWFWorst drop−14.6%19.5% vol

ACEPWorst drop[…][…]

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

Paid More vs Made More

YTD

DIAACEP

+10.1%Year to date+22.5%

1.4%Yield0.1%

+13.2%Past year[…]

0.16%Fee0.46%

2–1DIA 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$59.7B

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%

$120BAssets$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