Compare · 3 funds side by side · dividends reinvested

EPS, DIA and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,576EPS · best of the three

02 / 04

EPS, DIA and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. LargeCap FundUS Stock Styles · Large cap0.08%1.13%+12.3%+15.2%+21.6%+11.9%−8.4%13.2%$1.6B1.4

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.37%+10.1%+13.2%+17.5%+9.7%−9.8%13.6%$44.0B2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: EPS 2007 · DIA 1998 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. LargeCap Fund · $1.6B$17,576

EPS

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $44.0B$15,889

$10,000 five years ago, dividends reinvested · they hold 31.3% in common

EPSMeasureDIA

+12.3%Year to dateJan 1 → Nov 9+10.1%

+15.2%1 yearTotal return+13.2%

+21.6%3 years · per year$10,000 became $17,977 · $16,221+17.5%

+11.9%5 years · per year$10,000 became $17,576 · $15,889+9.7%

0.08%Expense ratio$8 · $16 a year on $10k · lower is better0.16%

1.13%Trailing 12-mo yield$113 · $137 a year on $10k1.37%

−8.4%Worst dropSmaller is better−9.8%

13.2%VolatilityLower is calmer13.6%

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

7–1EPS wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EPS vs DIA: Top 5 Holdings

Today

EPS

28.9%in top 5

DIA

in top 532.9%

EPSStockDIA

not top 5GS10.0%

6.7%NVDAnot top 5

not top 5CAT6.5%

6.3%AMZNnot top 5

4.9%MSFT6.1%

6.1%AAPLnot top 5

not top 5AMGN5.3%

5.0%GOOGLnot top 5

not top 5V4.9%

Held in common31.3%

End-of-day Nov 9, 2026 · share of each fund

EPS vs DIA Returns, Every Period

WisdomTreeEPS

+11.9%

5 years, per year

DIASPDR

+9.7%

5 years, per year

EPSDIAFaded: behind in that period

4–0EPS wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

EPS vs DIA

YTD

WisdomTreeEPS

+12.3%

DIASPDR

+10.1%

+12.3%Year to date+10.1%

−8.4%Worst drop · 1Y−9.8%

13.2%Volatility · 1Y13.6%

1.1%Yield1.4%

$1.6BAssets$44.0B

3–1EPS wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EPS, DIA, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

EPS0.08%$8

DIA0.16%$16

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: EPS, DIA, VUG

1.37%highest, DIA

FundTrailing yieldYield$10k

DIA1.37%$137

EPS1.13%$113

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$121most kept, DIA

DIA$137 − $16 = $121

EPS$113 − $8 = $105

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: EPS, DIA, VUG

Today

44.7%most shared, EPS and VUG

EPSDIAVUG

EPS—31.3%44.7%

DIA31.3%—20.8%

VUG44.7%20.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.2%EPS, at 13.2% volatility

EPSWorst drop−8.4%13.2% vol

DIAWorst drop−9.8%13.6% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

DIAEPS

+10.1%Year to date+12.3%

1.4%Yield1.1%

+13.2%Past year+15.2%

0.16%Fee0.08%

3–1EPS wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026