Compare · 3 funds side by side · dividends reinvested

DIA, SPUS and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,275SPUS · best of the three

02 / 04

DIA, SPUS and VUG, 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%+8.2%+10.8%+17.7%+9.4%−9.8%13.4%$45.9B1.8

SP Funds S&P 500 Sharia Industry Exclusions ETFUS Stock Styles · Large cap0.45%0.55%+9.0%+9.4%+23.5%+12.8%−10.7%17.0%$3.4B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: DIA 1998 · SPUS 2019 · 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

SPUS

SP Funds S&P 500 Sharia Industry Exclusions ETF · $3.4B$18,275

$10,000 five years ago, dividends reinvested · they hold 22.9% in common

DIAMeasureSPUS

+8.2%Year to dateJan 1 → Nov 5+9.0%

+10.8%1 yearTotal return+9.4%

+17.7%3 years · per year$10,000 became $16,322 · $18,853+23.5%

+9.4%5 years · per year$10,000 became $15,693 · $18,275+12.8%

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

1.40%Trailing 12-mo yield$140 · $55 a year on $10k0.55%

−9.8%Worst dropSmaller is better−10.7%

13.4%VolatilityLower is calmer17.0%

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

5–3DIA 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 SPUS: Top 5 Holdings

Today

DIA

33.3%in top 5

SPUS

in top 544.9%

DIAStockSPUS

not top 5AAPL13.2%

not top 5NVDA12.6%

6.2%MSFT10.7%

10.3%GSnot top 5

6.6%CATnot top 5

5.3%AMGNnot top 5

4.9%Vnot top 5

not top 5GOOGL4.4%

not top 5AVGO4.0%

Held in common22.9%

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

DIA vs SPUS Returns, Every Period

SPDRDIA

+9.4%

5 years, per year

SPUSSP Funds

+12.8%

5 years, per year

DIASPUSFaded: behind in that period

1–3SPUS wins

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

DIA vs SPUS

YTD

SPDRDIA

+8.2%

SPUSSP Funds

+9.0%

+8.2%Year to date+9.0%

−9.8%Worst drop · 1Y−10.7%

13.4%Volatility · 1Y17.0%

1.4%Yield0.6%

$45.9BAssets$3.4B

3–1DIA wins

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

Cost, Income and Risk

Fees: DIA, SPUS, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DIA0.16%$16

SPUS0.45%$45

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

Yields: DIA, SPUS, VUG

1.40%highest, DIA

FundTrailing yieldYield$10k

DIA1.40%$140

SPUS0.55%$55

VUG0.43%$43

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

Income After Fees on $10,000

$124most kept, DIA

DIA$140 − $16 = $124

VUG$43 − $3 = $40

SPUS$55 − $45 = $10

KeptFee

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

Overlap: DIA, SPUS, VUG

Today

64.5%most shared, SPUS and VUG

DIASPUSVUG

DIA—22.9%20.7%

SPUS22.9%—64.5%

VUG20.7%64.5%—

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

Return vs Bumpiness: 3 ETFs

+10.8%DIA, at 13.4% volatility

DIAWorst drop−9.8%13.4% vol

SPUSWorst drop−10.7%17.0% 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

DIASPUS

+8.2%Year to date+9.0%

1.4%Yield0.6%

+10.8%Past year+9.4%

0.16%Fee0.45%

3–1DIA 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