Compare · 3 funds side by side · dividends reinvested

DIA, XLSR and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,777DIA · best of the three

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

Story of the three · RiskSmallest drop

DIA, XLSR 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%+9.8%+12.7%+17.1%+9.5%−9.8%13.6%$45.3B1.1

State Street US Sector Rotation ETFUS Stock Styles · Large cap0.70%0.41%+4.3%+7.8%+16.3%+8.4%−11.1%14.6%$1.1B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$117B2.5

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

End-of-day Nov 10, 2026 · returns include dividends · since: DIA 1998 · XLSR 2019 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.3B$15,777

DIA

XLSR

State Street US Sector Rotation ETF · $1.1B$14,943

$10,000 five years ago, dividends reinvested · they hold 13.9% in common

DIA

More Ways to See the Pairs

DIA vs XLSR: Top 5 Holdings

Today

DIA

33.3%in top 5

XLSR

in top 566.9%

DIAStockXLSR

not top 5XLK27.3%

not top 5XLV19.4%

not top 5XLF10.4%

10.3%GSnot top 5

6.8%CATnot top 5

Cost, Income and Risk

Fees: DIA, XLSR, IWF

Today

0.16%lowest, DIA

FundExpense ratioFee$10k

DIA0.16%$16

IWF0.18%$18

XLSR0.70%$70

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

Yields: DIA, XLSR, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Measure

XLSR

+9.8%Year to dateJan 1 → Nov 10+4.3%

+12.7%1 yearTotal return+7.8%

+17.1%3 years · per year$10,000 became $16,066 · $15,742+16.3%

+9.5%5 years · per year$10,000 became $15,777 · $14,943+8.4%

0.16%Expense ratio$16 · $70 a year on $10k · lower is better0.70%

1.38%Trailing 12-mo yield$138 · $41 a year on $10k0.41%

−9.8%Worst dropSmaller is better−11.1%

13.6%VolatilityLower is calmer14.6%

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

8–0DIA wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

6.2%MSFTnot top 5

5.3%AMGNnot top 5

not top 5XLP5.2%

4.8%Vnot top 5

not top 5XLY4.6%

Held in common13.9%

End-of-day Nov 10, 2026 · share of each fund

DIA vs XLSR Returns, Every Period

5Y

SPDRDIA

+9.5%

5 years, per year

XLSRSPDR

+8.4%

5 years, per year

DIAXLSRFaded: behind in that period

4–0DIA wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

DIA vs XLSR

YTD

SPDRDIA

+9.8%

XLSRSPDR

+4.3%

+9.8%Year to date+4.3%

−9.8%Worst drop · 1Y−11.1%

13.6%Volatility · 1Y14.6%

1.4%Yield0.4%

$45.3BAssets$1.1B

4–0DIA wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.38%highest, DIA

FundTrailing yieldYield$10k

DIA1.38%$138

XLSR0.41%$41

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$122most kept, DIA

DIA$138 − $16 = $122

IWF$38 − $18 = $20

XLSR$41 − $70 = −$29

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: DIA, XLSR, IWF

Today

21.5%most shared, DIA and IWF

DIAXLSRIWF

DIA—13.9%21.5%

XLSR13.9%—21.4%

IWF21.5%21.4%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+12.7%DIA, at 13.6% volatility

DIAWorst drop−9.8%13.6% vol

XLSRWorst drop−11.1%14.6% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

DIAXLSR

+9.8%Year to date+4.3%

1.4%Yield0.4%

+12.7%Past year+7.8%

0.16%Fee0.70%

4–0DIA wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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DIA, XLSR and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three