Compare · 3 funds side by side · dividends reinvested

DIA, SIZE and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,052VUG · best of the three

02 / 04

DIA, SIZE and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Size Factor ETFUS Stock Styles · Large cap0.15%1.39%+11.1%+13.6%+18.4%+7.2%−8.0%13.2%$426M1.6

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%$45.9B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.3

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 · SIZE 2013 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.9B$15,693

DIA

SIZE

iShares MSCI USA Size Factor ETF · $426M$14,165

$10,000 five years ago, dividends reinvested · they hold 5.4% in common

DIAMeasureSIZE

+8.2%Year to dateJan 1 → Nov 5+11.1%

+10.8%1 yearTotal return+13.6%

+17.7%3 years · per year$10,000 became $16,322 · $16,580+18.4%

+9.4%5 years · per year$10,000 became $15,693 · $14,165+7.2%

0.16%Expense ratio$16 · $15 a year on $10k · lower is better0.15%

1.40%Trailing 12-mo yield$140 · $139 a year on $10k1.39%

−9.8%Worst dropSmaller is better−8.0%

13.4%VolatilityLower is calmer13.2%

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

2–6SIZE 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 SIZE: Top 5 Holdings

Today

DIA

33.3%in top 5

SIZE

in top 52.0%

DIAStockSIZE

10.3%GSnot top 5

6.6%CATnot top 5

6.2%MSFTnot top 5

5.3%AMGNnot top 5

4.9%Vnot top 5

not top 5OKTA0.4%

not top 5SN0.4%

not top 5TEAM0.4%

not top 5KMB0.4%

not top 5NTRA0.4%

Held in common5.4%

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

DIA vs SIZE Returns, Every Period

SPDRDIA

+9.4%

5 years, per year

SIZEiShares

+7.2%

5 years, per year

DIASIZEFaded: behind in that period

1–3SIZE wins

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

DIA vs SIZE

YTD

SPDRDIA

+8.2%

SIZEiShares

+11.1%

+8.2%Year to date+11.1%

−9.8%Worst drop · 1Y−8.0%

13.4%Volatility · 1Y13.2%

1.4%Yield1.4%

$45.9BAssets$426M

3–0SIZE wins

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

Cost, Income and Risk

Fees: DIA, SIZE, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SIZE0.15%$15

DIA0.16%$16

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

Yields: DIA, SIZE, VUG

1.40%highest, DIA

FundTrailing yieldYield$10k

DIA1.40%$140

SIZE1.39%$139

VUG0.43%$43

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

Income After Fees on $10,000

$124most kept, SIZE

SIZE$139 − $15 = $124

DIA$140 − $16 = $124

VUG$43 − $3 = $40

KeptFee

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

Overlap: DIA, SIZE, VUG

Today

20.7%most shared, DIA and VUG

DIASIZEVUG

DIA—5.4%20.7%

SIZE5.4%—18.0%

VUG20.7%18.0%—

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

Return vs Bumpiness: 3 ETFs

+13.6%SIZE, at 13.2% volatility

SIZEWorst drop−8.0%13.2% vol

DIAWorst drop−9.8%13.4% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

DIASIZE

+8.2%Year to date+11.1%

1.4%Yield1.4%

+10.8%Past year+13.6%

0.16%Fee0.15%

3–0SIZE 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$59.1B

1–1level

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026