Compare · 3 funds side by side · dividends reinvested

DIA, LCF and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,590DIA · best of the three

02 / 04

DIA, LCF 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%1.40%+7.8%+9.9%+17.3%+9.3%−9.8%13.4%$45.3B1.3

Touchstone US Large Cap Focused ETFUS Stock Styles · Large cap1.18%0.52%+5.9%+7.7%+18.5%[…]−11.7%13.7%$67M2.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: DIA 1998 · LCF 2022 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.3B$15,590

DIA

LCF

Touchstone US Large Cap Focused ETF · $67M[…]

$10,000 five years ago, dividends reinvested · they hold 24.8% in common

DIAMeasureLCF

+7.8%Year to dateJan 1 → Nov 6+5.9%

+9.9%1 yearTotal return+7.7%

+17.3%3 years · per year$10,000 became $16,149 · $16,628+18.5%

+9.3%5 years · per year$10,000 became $15,590 · […][…]

0.16%Expense ratio$16 · $118 a year on $10k · lower is better1.18%

1.40%Trailing 12-mo yield$140 · $52 a year on $10k0.52%

−9.8%Worst dropSmaller is better−11.7%

13.4%VolatilityLower is calmer13.7%

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

6–1DIA wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DIA vs LCF: Top 5 Holdings

Today

DIA

32.7%in top 5

LCF

in top 538.6%

DIAStockLCF

6.2%MSFT10.1%

10.0%GSnot top 5

not top 5AAPL8.5%

not top 5GOOG7.2%

not top 5NVDA6.9%

6.4%CATnot top 5

not top 5AMZN6.0%

5.3%AMGNnot top 5

4.9%Vnot top 5

Held in common24.8%

End-of-day Nov 6, 2026 · share of each fund

DIA vs LCF Returns, Every Period

SPDRDIA

+9.9%

past year

LCFTouchstone

+7.7%

past year

DIALCFFaded: behind in that period

2–1DIA wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

DIA vs LCF

YTD

SPDRDIA

+7.8%

LCFTouchstone

+5.9%

+7.8%Year to date+5.9%

−9.8%Worst drop · 1Y−11.7%

13.4%Volatility · 1Y13.7%

1.4%Yield0.5%

$45.3BAssets$67.3M

4–0DIA wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DIA, LCF, IWF

Today

0.16%lowest, DIA

FundExpense ratioFee$10k

DIA0.16%$16

IWF0.18%$18

LCF1.18%$118

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DIA, LCF, IWF

1.40%highest, DIA

FundTrailing yieldYield$10k

DIA1.40%$140

LCF0.52%$52

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$124most kept, DIA

DIA$140 − $16 = $124

IWF$39 − $18 = $21

LCF$52 − $118 = −$66

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DIA, LCF, IWF

Today

39.6%most shared, LCF and IWF

DIALCFIWF

DIA—24.8%21.7%

LCF24.8%—39.6%

IWF21.7%39.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.9%DIA, at 13.4% volatility

DIAWorst drop−9.8%13.4% vol

LCFWorst drop−11.7%13.7% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DIALCF

+7.8%Year to date+5.9%

1.4%Yield0.5%

+9.9%Past year+7.7%

0.16%Fee1.18%

4–0DIA wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026