Compare · 2 funds side by side · dividends reinvested

DLCU and DIA

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,770DIA · best of the two

02 / 03

DLCU and DIA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.39%+8.8%+10.3%+18.7%+9.5%−9.8%12.6%$45.1B1.1

Dimensional US Large Company ETFUS Stock Styles · Large cap0.09%0.17%[…][…][…][…][…][…]$14.2B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: DLCU 1999 · DIA 1998

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.1B$15,770

DIA

DLCU

Dimensional US Large Company ETF · $14.2B[…]

$10,000 five years ago, dividends reinvested · they hold 29.4% in common

DIAMeasureDLCU

+8.8%Year to dateJan 1 → Nov 3[…]

+10.3%1 yearTotal return[…]

+18.7%3 years · per year$10,000 became $16,728 · […][…]

+9.5%5 years · per year$10,000 became $15,770 · […][…]

0.16%Expense ratio$16 · $9 a year on $10k · lower is better0.09%

1.39%Trailing 12-mo yield$139 · $17 a year on $10k0.17%

−9.8%Worst dropSmaller is better[…]

12.6%VolatilityLower is calmer[…]

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

1–1Level

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

More Ways to See the Pairs

DIA vs DLCU: Top 5 Holdings

Today

DIA

33.8%in top 5

DLCU

in top 527.0%

DIAStockDLCU

10.5%GSnot top 5

not top 5AAPL7.6%

not top 5NVDA7.5%

7.3%CATnot top 5

6.0%MSFT5.8%

5.2%AMGNnot top 5

4.7%UNHnot top 5

not top 5AMZN3.7%

not top 5GOOGL2.5%

Held in common29.4%

End-of-day Nov 3, 2026 · share of each fund

DIA vs DLCU Returns, Every Period

SPDRDIA

+10.3%

past year

DLCUDimensional

[…]

past year

Returns […]

DIADLCUFaded: behind in that period

0–0Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

DIA vs DLCU

YTD

SPDRDIA

+8.8%

DLCUDimensional

[…]

+8.8%Year to date[…]

−9.8%Worst drop · 1Y[…]

12.6%Volatility · 1Y[…]

1.4%Yield0.2%

$45.1BAssets$14.2B

1–0DIA wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DLCU, DIA

Today

0.09%lowest, DLCU

FundExpense ratioFee$10k

DLCU0.09%$9

DIA0.16%$16

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: DLCU, DIA

1.39%highest, DIA

FundTrailing yieldYield$10k

DIA1.39%$139

DLCU0.17%$17

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$123most kept, DIA

DIA$139 − $16 = $123

DLCU$17 − $9 = $8

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: DLCU, DIA

Today

29.4%most shared, DLCU and DIA

DLCUDIA

DLCU—29.4%

DIA29.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+10.3%DIA, at 12.6% volatility

DIAWorst drop−9.8%12.6% vol

DLCUWorst drop[…][…]

End-of-day Nov 3, 2026 · up and left is better

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026