Compare · 3 funds side by side · dividends reinvested

DIA, IWF and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,626VTV · best of the three

02 / 04

DIA, IWF and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.86%+19.0%+24.0%+21.3%+12.0%−6.4%10.7%$184B1.0

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.40%+8.2%+10.8%+17.7%+9.4%−9.8%13.4%$44.9B2.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.9

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

End-of-day Nov 5, 2026 · returns include dividends · since: DIA 1998 · IWF 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B$15,693

DIA

IWF

iShares Russell 1000 Growth ETF · $121B$15,330

$10,000 five years ago, dividends reinvested · they hold 21.6% in common

DIAMeasureIWF

+8.2%Year to dateJan 1 → Nov 5−6.5%

+10.8%1 yearTotal return−7.6%

+17.7%3 years · per year$10,000 became $16,322 · $17,073+19.5%

+9.4%5 years · per year$10,000 became $15,693 · $15,330+8.9%

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

1.40%Trailing 12-mo yield$140 · $39 a year on $10k0.39%

−9.8%Worst dropSmaller is better−14.6%

13.4%VolatilityLower is calmer19.3%

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

7–1DIA wins

End-of-day Nov 5, 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

33.3%in top 5

IWF

in top 539.6%

DIAStockIWF

not top 5NVDA14.6%

10.3%GSnot top 5

not top 5AAPL8.5%

6.6%CATnot top 5

6.2%MSFT6.4%

5.3%AMGNnot top 5

not top 5GOOGL5.3%

4.9%Vnot top 5

not top 5AVGO4.7%

Held in common21.6%

End-of-day Nov 5, 2026 · share of each fund

DIA vs IWF Returns, Every Period

SPDRDIA

+9.4%

5 years, per year

IWFiShares

+8.9%

5 years, per year

DIAIWFFaded: behind in that period

3–1DIA wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DIA vs VTV

YTD

SPDRDIA

+8.2%

VTVVanguard

+19.0%

+8.2%Year to date+19.0%

−9.8%Worst drop · 1Y−6.4%

13.4%Volatility · 1Y10.7%

1.4%Yield1.9%

$44.9BAssets$184B

4–0VTV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DIA, IWF, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

DIA0.16%$16

IWF0.18%$18

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DIA, IWF, VTV

1.86%highest, VTV

FundTrailing yieldYield$10k

VTV1.86%$186

DIA1.40%$140

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

DIA$140 − $16 = $124

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DIA, IWF, VTV

Today

23.4%most shared, DIA and VTV

DIAIWFVTV

DIA—21.6%23.4%

IWF21.6%—11.9%

VTV23.4%11.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+24.0%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

DIAWorst drop−9.8%13.4% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VTVDIA

+19.0%Year to date+8.2%

1.9%Yield1.4%

+24.0%Past year+10.8%

0.03%Fee0.16%

4–0VTV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026