Compare · 3 funds side by side · dividends reinvested

DIA, DFMC and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

DIA, DFMC and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.40%+7.8%+9.9%+17.3%+9.3%−9.8%13.4%$45.9B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.8

U.S. Micro Cap Portfolio ETFUS Stock Styles · Large cap0.43%0.48%[…][…][…][…][…][…]$7.5B2.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: DIA 1998 · DFMC 1981 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

DIA

DFMC

U.S. Micro Cap Portfolio ETF · $7.5B[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

DIAMeasureDFMC

+7.8%Year to dateJan 1 → Nov 6[…]

+9.9%1 yearTotal return[…]

+17.3%3 years · per year$10,000 became $16,149 · […][…]

+9.3%5 years · per year$10,000 became $15,590 · […][…]

0.16%Expense ratio$16 · $43 a year on $10k · lower is better0.43%

1.40%Trailing 12-mo yield$140 · $48 a year on $10k0.48%

−9.8%Worst dropSmaller is better[…]

13.4%VolatilityLower is calmer[…]

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

2–0DIA wins

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

More Ways to See the Pairs

DIA vs DFMC: Top 5 Holdings

Today

DIA

32.7%in top 5

DFMC

in top 52.0%

DIAStockDFMC

10.0%GSnot top 5

6.4%CATnot top 5

6.2%MSFTnot top 5

5.3%AMGNnot top 5

4.9%Vnot top 5

not top 5FBP0.5%

not top 5CVSA0.4%

not top 5HURN0.4%

not top 5AIR0.4%

not top 5USLM0.4%

Held in common0.0%

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

DIA vs DFMC Returns, Every Period

SPDRDIA

+9.9%

past year

DFMCDimensional

[…]

past year

Returns […]

DIADFMCFaded: behind in that period

0–0Level

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

DIA vs DFMC

YTD

SPDRDIA

+7.8%

DFMCDimensional

[…]

+7.8%Year to date[…]

−9.8%Worst drop · 1Y[…]

13.4%Volatility · 1Y[…]

1.4%Yield0.5%

$45.9BAssets$7.5B

1–0DIA wins

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

Cost, Income and Risk

Fees: DIA, DFMC, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DIA0.16%$16

DFMC0.43%$43

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

Yields: DIA, DFMC, VUG

1.40%highest, DIA

FundTrailing yieldYield$10k

DIA1.40%$140

DFMC0.48%$48

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

VUG$42 − $3 = $39

DFMC$48 − $43 = $5

KeptFee

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

Overlap: DIA, DFMC, VUG

Today

20.7%most shared, DIA and VUG

DIADFMCVUG

DIA—0.0%20.7%

DFMC0.0%—0.0%

VUG20.7%0.0%—

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

Return vs Bumpiness: 3 ETFs

+9.9%DIA, at 13.4% volatility

DIAWorst drop−9.8%13.4% vol

VUGWorst drop−15.1%19.0% vol

DFMCWorst drop[…][…]

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

Paid More vs Made More

YTD

DIAVUG

+7.8%Year to date+1.4%

1.4%Yield0.4%

+9.9%Past year+0.2%

0.16%Fee0.03%

3–1DIA wins

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$59.1B

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