Compare · 3 funds side by side · dividends reinvested

DIA, IWF and VO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,559IWF · best of the three

02 / 04

DIA, IWF and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.34%+14.7%+15.3%+20.7%+7.4%−8.2%12.4%$103B1.5

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%$44.9B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B2.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: DIA 1998 · IWF 2000 · VO 2004

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

IWF

iShares Russell 1000 Growth ETF · $121B$16,559

$10,000 five years ago, dividends reinvested · they hold 21.3% in common

DIAMeasureIWF

+12.2%Year to dateJan 1 → Nov 4−0.1%

+14.2%1 yearTotal return−3.0%

+19.3%3 years · per year$10,000 became $16,984 · $18,310+22.3%

+10.4%5 years · per year$10,000 became $16,375 · $16,559+10.6%

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

1.35%Trailing 12-mo yield$135 · $37 a year on $10k0.37%

−9.8%Worst dropSmaller is better−15.6%

12.9%VolatilityLower is calmer18.3%

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

6–2DIA wins

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 IWF: Top 5 Holdings

Today

DIA

33.5%in top 5

IWF

in top 539.3%

DIAStockIWF

not top 5NVDA15.1%

10.3%GSnot top 5

not top 5AAPL8.1%

7.2%CATnot top 5

6.0%MSFT6.1%

5.3%AMGNnot top 5

not top 5GOOGL5.1%

not top 5AVGO4.8%

4.8%Vnot top 5

Held in common21.3%

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

DIA vs IWF Returns, Every Period

SPDRDIA

+10.4%

5 years, per year

IWFiShares

+10.6%

5 years, per year

DIAIWFFaded: behind in that period

2–2Level

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

DIA vs VO

YTD

SPDRDIA

+12.2%

VOVanguard

+14.7%

+12.2%Year to date+14.7%

−9.8%Worst drop · 1Y−8.2%

12.9%Volatility · 1Y12.4%

1.3%Yield1.3%

$44.9BAssets$103B

3–0VO wins

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

Cost, Income and Risk

Fees: DIA, IWF, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

DIA0.16%$16

IWF0.18%$18

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

Yields: DIA, IWF, VO

1.35%highest, DIA

FundTrailing yieldYield$10k

DIA1.35%$135

VO1.34%$134

IWF0.37%$37

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

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

DIA$135 − $16 = $119

IWF$37 − $18 = $19

KeptFee

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

Overlap: DIA, IWF, VO

Today

21.3%most shared, DIA and IWF

DIAIWFVO

DIA—21.3%1.1%

IWF21.3%—9.3%

VO1.1%9.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.3%VO, at 12.4% volatility

VOWorst drop−8.2%12.4% vol

DIAWorst drop−9.8%12.9% vol

IWFWorst drop−15.6%18.3% vol

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

Paid More vs Made More

YTD

DIAVO

+12.2%Year to date+14.7%

1.3%Yield1.3%

+14.2%Past year+15.3%

0.16%Fee0.03%

3–0VO wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

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