Compare · 3 funds side by side · dividends reinvested

DIA, VUG and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,153VUG · best of the three

02 / 04

DIA, VUG 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%1.35%+12.2%+14.2%+19.3%+10.4%−9.8%12.9%$44.9B1.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B2.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: DIA 1998 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B$16,375

DIA

VUG

Vanguard Morningstar Growth ETF · $233B$17,153

$10,000 five years ago, dividends reinvested · they hold 20.5% in common

DIAMeasureVUG

+12.2%Year to dateJan 1 → Nov 4+6.3%

+14.2%1 yearTotal return+3.4%

+19.3%3 years · per year$10,000 became $16,984 · $19,712+25.4%

+10.4%5 years · per year$10,000 became $16,375 · $17,153+11.4%

0.16%Expense ratio$16 · $3 a year on $10k · lower is better0.03%

1.35%Trailing 12-mo yield$135 · $40 a year on $10k0.40%

−9.8%Worst dropSmaller is better−16.1%

12.9%VolatilityLower is calmer18.2%

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

5–3DIA wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DIA vs VUG: Top 5 Holdings

Today

DIA

33.5%in top 5

VUG

in top 545.2%

DIAStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

10.3%GSnot top 5

6.0%MSFT9.7%

7.2%CATnot top 5

5.3%AMGNnot top 5

not top 5GOOGL5.2%

4.8%Vnot top 5

not top 5AVGO4.3%

Held in common20.5%

End-of-day Nov 4, 2026 · share of each fund

DIA vs VUG Returns, Every Period

SPDRDIA

+10.4%

5 years, per year

VUGVanguard

+11.4%

5 years, per year

DIAVUGFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DIA vs VUG

YTD

SPDRDIA

+12.2%

VUGVanguard

+6.3%

+12.2%Year to date+6.3%

−9.8%Worst drop · 1Y−16.1%

12.9%Volatility · 1Y18.2%

1.3%Yield0.4%

$44.9BAssets$233B

4–0DIA wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DIA, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DIA0.16%$16

IWF0.18%$18

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DIA, VUG, IWF

1.35%highest, DIA

FundTrailing yieldYield$10k

DIA1.35%$135

VUG0.40%$40

IWF0.37%$37

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$119most kept, DIA

DIA$135 − $16 = $119

VUG$40 − $3 = $37

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DIA, VUG, IWF

Today

77.4%most shared, VUG and IWF

DIAVUGIWF

DIA—20.5%21.3%

VUG20.5%—77.4%

IWF21.3%77.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.2%DIA, at 12.9% volatility

DIAWorst drop−9.8%12.9% vol

VUGWorst drop−16.1%18.2% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DIAVUG

+12.2%Year to date+6.3%

1.3%Yield0.4%

+14.2%Past year+3.4%

0.16%Fee0.03%

3–1DIA wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026