Compare · 3 funds side by side · dividends reinvested

DIA, IWF and IJH

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, IWF and IJH, 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%$44.0B1.8

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.6%+17.5%+16.9%+7.0%−8.8%15.8%$125B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: DIA 1998 · IWF 2000 · IJH 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

IWF

iShares Russell 1000 Growth ETF · $118B$15,892

$10,000 five years ago, dividends reinvested · they hold 21.7% in common

DIAMeasureIWF

+10.1%Year to dateJan 1 → Nov 9−2.5%

+13.2%1 yearTotal return−2.2%

+17.5%3 years · per year$10,000 became $16,221 · $17,207+19.8%

+9.7%5 years · per year$10,000 became $15,889 · $15,892+9.7%

0.16%Expense ratio$16 · $18 a year on $10k · lower is better0.18%

1.37%Trailing 12-mo yield$137 · $38 a year on $10k0.38%

−9.8%Worst dropSmaller is better−14.6%

13.6%VolatilityLower is calmer19.5%

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

6–1DIA 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 IWF: Top 5 Holdings

Today

DIA

32.9%in top 5

IWF

in top 539.7%

DIAStockIWF

not top 5NVDA14.3%

10.0%GSnot top 5

not top 5AAPL8.8%

6.1%MSFT6.5%

6.5%CATnot top 5

not top 5GOOGL5.5%

5.3%AMGNnot top 5

4.9%Vnot top 5

not top 5AVGO4.5%

Held in common21.7%

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

DIA vs IWF Returns, Every Period

SPDRDIA

+9.7%

5 years, per year

IWFiShares

+9.7%

5 years, per year

DIAIWFFaded: behind in that period

2–1DIA wins

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

DIA vs IJH

YTD

SPDRDIA

+10.1%

IJHiShares

+13.6%

+10.1%Year to date+13.6%

−9.8%Worst drop · 1Y−8.8%

13.6%Volatility · 1Y15.8%

1.4%Yield1.2%

$44.0BAssets$125B

2–2level

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

Cost, Income and Risk

Fees: DIA, IWF, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DIA0.16%$16

IWF0.18%$18

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

Yields: DIA, IWF, IJH

1.37%highest, DIA

FundTrailing yieldYield$10k

DIA1.37%$137

IJH1.21%$121

IWF0.38%$38

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

Income After Fees on $10,000

$121most kept, DIA

DIA$137 − $16 = $121

IJH$121 − $5 = $116

IWF$38 − $18 = $20

KeptFee

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

Overlap: DIA, IWF, IJH

Today

21.7%most shared, DIA and IWF

DIAIWFIJH

DIA—21.7%0.0%

IWF21.7%—1.8%

IJH0.0%1.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.5%IJH, at 15.8% volatility

DIAWorst drop−9.8%13.6% vol

IJHWorst drop−8.8%15.8% vol

IWFWorst drop−14.6%19.5% vol

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

Paid More vs Made More

YTD

DIAIJH

+10.1%Year to date+13.6%

1.4%Yield1.2%

+13.2%Past year+17.5%

0.16%Fee0.05%

3–1IJH 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$61.4B

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%

$122BAssets$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