Compare · 2 funds side by side · dividends reinvested

DIA and DLCU

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

02 / 03

DIA and DLCU, 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%$44.9B1.1

Dimensional US Large Company ETFUS Stock Styles · Large cap0.09%0.17%[…][…][…][…][…][…]$14.5B1.5

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: DIA 1998 · DLCU 1999

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B$16,375

DIA

DLCU

Dimensional US Large Company ETF · $14.5B[…]

$10,000 five years ago, dividends reinvested · they hold 29.3% in common

DIAMeasureDLCU

+12.2%Year to dateJan 1 → Nov 4[…]

+14.2%1 yearTotal return[…]

+19.3%3 years · per year$10,000 became $16,984 · […][…]

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

0.16%Expense ratio$16 · $9 a year on $10k · lower is better0.09%

1.35%Trailing 12-mo yield$135 · $17 a year on $10k0.17%

−9.8%Worst dropSmaller is better[…]

12.9%VolatilityLower is calmer[…]

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

1–1Level

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

More Ways to See the Pairs

DIA vs DLCU: Top 5 Holdings

Today

DIA

33.5%in top 5

DLCU

in top 527.2%

DIAStockDLCU

10.3%GSnot top 5

not top 5NVDA7.6%

not top 5AAPL7.4%

7.2%CATnot top 5

6.0%MSFT5.9%

5.3%AMGNnot top 5

4.8%Vnot top 5

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common29.3%

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

DIA vs DLCU Returns, Every Period

SPDRDIA

+14.2%

past year

DLCUDimensional

[…]

past year

Returns […]

DIADLCUFaded: behind in that period

0–0Level

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

DIA vs DLCU

YTD

SPDRDIA

+12.2%

DLCUDimensional

[…]

+12.2%Year to date[…]

−9.8%Worst drop · 1Y[…]

12.9%Volatility · 1Y[…]

1.3%Yield0.2%

$44.9BAssets$14.5B

1–0DIA wins

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

Cost, Income and Risk

Fees: DIA, DLCU

Today

0.09%lowest, DLCU

FundExpense ratioFee$10k

DLCU0.09%$9

DIA0.16%$16

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

Yields: DIA, DLCU

1.35%highest, DIA

FundTrailing yieldYield$10k

DIA1.35%$135

DLCU0.17%$17

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

Income After Fees on $10,000

$119most kept, DIA

DIA$135 − $16 = $119

DLCU$17 − $9 = $8

KeptFee

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

Overlap: DIA, DLCU

Today

29.3%most shared, DIA and DLCU

DIADLCU

DIA—29.3%

DLCU29.3%—

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

DLCUWorst drop[…][…]

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

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026