Compare · 3 funds side by side · dividends reinvested

DIA, EPRF and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,701DIA · best of the three

Story of the three · IncomeMost incomeEPRF · 6.68% · $668 a year on $10k

Story of the three · RiskSmallest drop

DIA, EPRF 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%+10.0%+17.2%+9.4%−9.8%13.5%$46.0B1.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.6%−3.9%+18.6%+9.2%−14.6%19.6%$118B2.3

Innovator S&P Inv. Grade Preferred ETFUS Stock Styles · Large cap0.47%6.68%−9.1%−9.6%+0.9%−3.7%−11.3%8.0%$61M2.4

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

End-of-day Nov 13, 2026 · returns include dividends · since: DIA 1998 · EPRF 2016 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR Dow Jones Industrial Average ETF Trust · $46.0B$15,701

DIA

EPRF

Innovator S&P Inv. Grade Preferred ETF · $61M$8,283

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

DIA

More Ways to See the Pairs

DIA vs EPRF: Top 5 Holdings

Today

DIA

33.3%in top 5

EPRF

in top 520.2%

DIAStockEPRF

10.5%GSnot top 5

6.8%CATnot top 5

5.9%MSFTnot top 5

5.3%AMGNnot top 5

4.8%Vnot top 5

Cost, Income and Risk

Fees: DIA, EPRF, IWF

Today

0.16%lowest, DIA

FundExpense ratioFee$10k

DIA0.16%$16

IWF0.18%$18

EPRF0.47%$47

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: DIA, EPRF, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

+3.9%Year to date+4.7%

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

$221BAssets$61.4B

1–1level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Measure

EPRF

+10.1%Year to dateJan 1 → Nov 13−9.1%

+10.0%1 yearTotal return−9.6%

+17.2%3 years · per year$10,000 became $16,086 · $10,277+0.9%

+9.4%5 years · per year$10,000 became $15,701 · $8,283−3.7%

0.16%Expense ratio$16 · $47 a year on $10k · lower is better0.47%

1.37%Trailing 12-mo yield$137 · $668 a year on $10k6.68%

−9.8%Worst dropSmaller is better−11.3%

13.5%VolatilityLower is calmer8.0%

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

6–2DIA wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5HIG-PG4.1%

not top 5UMBFO4.1%

not top 5VOYA-PB4.0%

not top 5AXS-PE4.0%

not top 5STT-PG4.0%

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

DIA vs EPRF Returns, Every Period

5Y

SPDRDIA

+9.4%

5 years, per year

EPRFInnovator

−3.7%

5 years, per year

DIAEPRFFaded: behind in that period

4–0DIA wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

DIA vs EPRF

YTD

SPDRDIA

+10.1%

EPRFInnovator

−9.1%

+10.1%Year to date−9.1%

−9.8%Worst drop · 1Y−11.3%

13.5%Volatility · 1Y8.0%

1.4%Yield6.7%

$46.0BAssets$61.0M

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

6.68%highest, EPRF

FundTrailing yieldYield$10k

EPRF6.68%$668

DIA1.37%$137

IWF0.38%$38

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$621most kept, EPRF

EPRF$668 − $47 = $621

DIA$137 − $16 = $121

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: DIA, EPRF, IWF

Today

21.2%most shared, DIA and IWF

DIAEPRFIWF

DIA—0.0%21.2%

EPRF0.0%—0.0%

IWF21.2%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+10.0%DIA, at 13.5% volatility

EPRFWorst drop−11.3%8.0% vol

DIAWorst drop−9.8%13.5% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

EPRFDIA

−9.1%Year to date+10.1%

6.7%Yield1.4%

−9.6%Past year+10.0%

0.47%Fee0.16%

3–1DIA wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.1BAssets$47.0B

1–1level

End-of-day Nov 13, 2026

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DIA, EPRF and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three