Compare · 3 funds side by side · dividends reinvested

DIA, SIMS and VTV

02 / 04

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,892VTV · best of the three

Story of the three · IncomeMost incomeVTV · 1.81% · $181 a year on $10k

Story of the three · RiskSmallest drop

DIA, SIMS and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.81%+22.3%+25.5%+21.2%+12.3%−6.4%10.8%$184B1.0

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.37%+10.3%+12.3%+17.3%+9.6%−9.8%13.6%$45.3B2.0

State Street SPDR S&P Kensho Intelligent Structures ETFUS Stock Styles · Large cap0.45%0.55%+8.2%−1.6%+15.2%−0.4%−13.3%22.7%$8M3.0

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

End-of-day Nov 11, 2026 · returns include dividends · since: DIA 1998 · SIMS 2017 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.3B$15,815

DIA

SIMS

State Street SPDR S&P Kensho Intelligent Structures ETF · $8M$9,794

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

DIA

More Ways to See the Pairs

DIA vs SIMS: Top 5 Holdings

Today

DIA

33.1%in top 5

SIMS

in top 518.8%

DIAStockSIMS

10.3%GSnot top 5

6.6%CATnot top 5

6.1%MSFTnot top 5

5.3%AMGNnot top 5

4.8%Vnot top 5

Cost, Income and Risk

Fees: DIA, SIMS, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

DIA0.16%$16

SIMS0.45%$45

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: DIA, SIMS, VTV

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+22.3%

SCHVSchwab

+19.9%

+22.3%Year to date+19.9%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Measure

SIMS

+10.3%Year to dateJan 1 → Nov 11+8.2%

+12.3%1 yearTotal return−1.6%

+17.3%3 years · per year$10,000 became $16,129 · $15,298+15.2%

+9.6%5 years · per year$10,000 became $15,815 · $9,794−0.4%

0.16%Expense ratio$16 · $45 a year on $10k · lower is better0.45%

1.37%Trailing 12-mo yield$137 · $55 a year on $10k0.55%

−9.8%Worst dropSmaller is better−13.3%

13.6%VolatilityLower is calmer22.7%

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

8–0DIA wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5TTEK4.0%

not top 5ADT3.9%

not top 5VLTO3.8%

not top 5ALRM3.8%

not top 5ITRI3.3%

Held in common0.9%

End-of-day Nov 11, 2026 · share of each fund

DIA vs SIMS Returns, Every Period

5Y

SPDRDIA

+9.6%

5 years, per year

SIMSSPDR

−0.4%

5 years, per year

DIASIMSFaded: behind in that period

4–0DIA wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

DIA vs VTV

YTD

SPDRDIA

+10.3%

VTVVanguard

+22.3%

+10.3%Year to date+22.3%

−9.8%Worst drop · 1Y−6.4%

13.6%Volatility · 1Y10.8%

1.4%Yield1.8%

$45.3BAssets$184B

4–0VTV wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

1.81%highest, VTV

FundTrailing yieldYield$10k

VTV1.81%$181

DIA1.37%$137

SIMS0.55%$55

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$178most kept, VTV

VTV$181 − $3 = $178

DIA$137 − $16 = $121

SIMS$55 − $45 = $10

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: DIA, SIMS, VTV

Today

23.4%most shared, DIA and VTV

DIASIMSVTV

DIA—0.9%23.4%

SIMS0.9%—1.8%

VTV23.4%1.8%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+25.5%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

DIAWorst drop−9.8%13.6% vol

SIMSWorst drop−13.3%22.7% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

VTVDIA

+22.3%Year to date+10.3%

1.8%Yield1.4%

+25.5%Past year+12.3%

0.03%Fee0.16%

4–0VTV wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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DIA, SIMS and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three