Compare · 2 funds side by side · dividends reinvested

DIA and STAX

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,693DIA · best of the two

02 / 04

DIA and STAX, 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%$44.9B1.4

Nomura Tax-Free USA Short Term ETFUS Stock Styles · Large cap0.29%3.20%+1.5%+2.0%[…][…]−2.7%1.8%$11M1.5

Rank among the two1st → 2ndFee, 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 · STAX 2023

Head to Head

Swap sides Versus in desk

Head to Head

Nomura Tax-Free USA Short Term ETF · $11M[…]

STAX

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B$15,693

$10,000 five years ago, dividends reinvested

STAXMeasureDIA

+1.5%Year to dateJan 1 → Nov 5+8.2%

+2.0%1 yearTotal return+10.8%

[…]3 years · per year$10,000 became […] · $16,322+17.7%

[…]5 years · per year$10,000 became […] · $15,693+9.4%

0.29%Expense ratio$29 · $16 a year on $10k · lower is better0.16%

3.20%Trailing 12-mo yield$320 · $140 a year on $10k1.40%

−2.7%Worst dropSmaller is better−9.8%

1.8%VolatilityLower is calmer13.4%

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

3–3Level

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

More Ways to See the Pairs

STAX vs DIA: Top 5 Holdings

Today

STAX

[…]in top 5

DIA

in top 533.3%

STAXStockDIA

not top 5GS10.3%

not top 5CAT6.6%

not top 5MSFT6.2%

not top 5AMGN5.3%

not top 5V4.9%

Held in common[…]

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

STAX vs DIA Returns, Every Period

NomuraSTAX

+2.0%

past year

DIASPDR

+10.8%

past year

STAXDIAFaded: behind in that period

0–2DIA wins

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

STAX vs DIA

YTD

NomuraSTAX

+1.5%

DIASPDR

+8.2%

+1.5%Year to date+8.2%

−2.7%Worst drop · 1Y−9.8%

1.8%Volatility · 1Y13.4%

3.2%Yield1.4%

$11.3MAssets$44.9B

3–1STAX wins

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

Cost, Income and Risk

Fees: DIA, STAX

Today

0.16%lowest, DIA

FundExpense ratioFee$10k

DIA0.16%$16

STAX0.29%$29

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

Yields: DIA, STAX

3.20%highest, STAX

FundTrailing yieldYield$10k

STAX3.20%$320

DIA1.40%$140

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

Income After Fees on $10,000

$291most kept, STAX

STAX$320 − $29 = $291

DIA$140 − $16 = $124

KeptFee

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

Overlap: DIA, STAX

Today

[…]holdings […]

DIASTAX

DIA—[…]

STAX[…]—

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

Return vs Bumpiness: 2 ETFs

+10.8%DIA, at 13.4% volatility

STAXWorst drop−2.7%1.8% vol

DIAWorst drop−9.8%13.4% vol

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

Paid More vs Made More

YTD

STAXDIA

+1.5%Year to date+8.2%

3.2%Yield1.4%

+2.0%Past year+10.8%

0.29%Fee0.16%

3–1DIA wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026