Compare · 3 funds side by side · dividends reinvested

DIA, SMMD and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,765DIA · best of the three

Story of the three · IncomeMost incomeDIA · 1.38% · $138 a year on $10k

Story of the three · RiskSmallest drop

DIA, SMMD 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%1.38%+9.9%+10.6%+17.1%+9.5%−9.8%13.5%$45.5B1.6

iShares Russell 2500 ETFUS Stock Styles · Large cap0.23%1.15%+16.8%+18.5%+19.3%+6.1%−9.7%17.2%$4.3B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B2.6

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

End-of-day Nov 12, 2026 · returns include dividends · since: DIA 1998 · SMMD 2017 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.5B$15,765

DIA

SMMD

iShares Russell 2500 ETF · $4.3B$13,453

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

DIA

More Ways to See the Pairs

DIA vs SMMD: Top 5 Holdings

Today

DIA

33.3%in top 5

SMMD

in top 51.7%

DIAStockSMMD

10.5%GSnot top 5

6.8%CATnot top 5

5.9%MSFTnot top 5

5.3%AMGNnot top 5

4.8%Vnot top 5

Cost, Income and Risk

Fees: DIA, SMMD, IWF

Today

0.16%lowest, DIA

FundExpense ratioFee$10k

DIA0.16%$16

IWF0.18%$18

SMMD0.23%$23

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: DIA, SMMD, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Measure

SMMD

+9.9%Year to dateJan 1 → Nov 12+16.8%

+10.6%1 yearTotal return+18.5%

+17.1%3 years · per year$10,000 became $16,045 · $16,989+19.3%

+9.5%5 years · per year$10,000 became $15,765 · $13,453+6.1%

0.16%Expense ratio$16 · $23 a year on $10k · lower is better0.23%

1.38%Trailing 12-mo yield$138 · $115 a year on $10k1.15%

−9.8%Worst dropSmaller is better−9.7%

13.5%VolatilityLower is calmer17.2%

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

4–4Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5ATI0.3%

not top 5VTRS0.3%

not top 5USFD0.3%

not top 5RGLD0.3%

not top 5THC0.3%

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

DIA vs SMMD Returns, Every Period

5Y

SPDRDIA

+9.5%

5 years, per year

SMMDiShares

+6.1%

5 years, per year

DIASMMDFaded: behind in that period

1–3SMMD wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

DIA vs SMMD

YTD

SPDRDIA

+9.9%

SMMDiShares

+16.8%

+9.9%Year to date+16.8%

−9.8%Worst drop · 1Y−9.7%

13.5%Volatility · 1Y17.2%

1.4%Yield1.1%

$45.5BAssets$4.3B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

1.38%highest, DIA

FundTrailing yieldYield$10k

DIA1.38%$138

SMMD1.15%$115

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$122most kept, DIA

DIA$138 − $16 = $122

SMMD$115 − $23 = $92

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: DIA, SMMD, IWF

Today

21.2%most shared, DIA and IWF

DIASMMDIWF

DIA—0.0%21.2%

SMMD0.0%—2.4%

IWF21.2%2.4%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+18.5%SMMD, at 17.2% volatility

DIAWorst drop−9.8%13.5% vol

SMMDWorst drop−9.7%17.2% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

DIASMMD

+9.9%Year to date+16.8%

1.4%Yield1.1%

+10.6%Past year+18.5%

0.16%Fee0.23%

2–2level

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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DIA, SMMD and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three