Compare · 3 funds side by side · dividends reinvested

DIA, IJR and VTV

02 / 04

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,885VTV · best of the three

Story of the three · IncomeMost incomeVTV · 1.82% · $182 a year on $10k

Story of the three · RiskSmallest drop

DIA, IJR and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.82%+21.7%+24.0%+21.2%+12.3%−6.4%10.8%$184B1.0

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.38%+9.9%+10.6%+17.1%+9.5%−9.8%13.5%$45.7B2.5

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.0%+19.1%+16.7%+5.3%−9.7%16.4%$106B2.5

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

End-of-day Nov 12, 2026 · returns include dividends · since: DIA 1998 · IJR 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.7B$15,765

DIA

IJR

iShares Core S&P Small-Cap ETF · $106B$12,918

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

DIAMeasure

More Ways to See the Pairs

DIA vs IJR: Top 5 Holdings

Today

DIA

33.3%in top 5

IJR

in top 52.7%

DIAStockIJR

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, IJR, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IJR0.06%$6

DIA0.16%$16

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: DIA, IJR, VTV

1Y

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+21.7%

SCHVSchwab

+19.2%

+21.7%Year to date+19.2%

1.8%Yield1.8%

$184BAssets$15.8B

1–0VTV wins

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

IJR

+9.9%Year to dateJan 1 → Nov 12+18.0%

+10.6%1 yearTotal return+19.1%

+17.1%3 years · per year$10,000 became $16,045 · $15,910+16.7%

+9.5%5 years · per year$10,000 became $15,765 · $12,918+5.3%

0.16%Expense ratio$16 · $6 a year on $10k · lower is better0.06%

1.38%Trailing 12-mo yield$138 · $121 a year on $10k1.21%

−9.8%Worst dropSmaller is better−9.7%

13.5%VolatilityLower is calmer16.4%

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

4–4Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5VSAT0.6%

not top 5MTCH0.5%

not top 5RHP0.5%

not top 5PAYC0.5%

not top 5TGTX0.5%

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

DIA vs IJR Returns, Every Period

5Y

SPDRDIA

+9.5%

5 years, per year

IJRiShares

+5.3%

5 years, per year

DIAIJRFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

DIA vs VTV

YTD

SPDRDIA

+9.9%

VTVVanguard

+21.7%

+9.9%Year to date+21.7%

−9.8%Worst drop · 1Y−6.4%

13.5%Volatility · 1Y10.8%

1.4%Yield1.8%

$45.7BAssets$184B

4–0VTV wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1.82%highest, VTV

FundTrailing yieldYield$10k

VTV1.82%$182

DIA1.38%$138

IJR1.21%$121

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

Income After Fees on $10,000

1Y

$179most kept, VTV

VTV$182 − $3 = $179

DIA$138 − $16 = $122

IJR$121 − $6 = $115

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: DIA, IJR, VTV

Today

23.4%most shared, DIA and VTV

DIAIJRVTV

DIA—0.0%23.4%

IJR0.0%—0.0%

VTV23.4%0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+24.0%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

DIAWorst drop−9.8%13.5% vol

IJRWorst drop−9.7%16.4% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

VTVIJR

+21.7%Year to date+18.0%

1.8%Yield1.2%

+24.0%Past year+19.1%

0.03%Fee0.06%

4–0VTV wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

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DIA, IJR and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three