Compare EQTY and DIA | ETF Tracker

EQTY 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%$45.1B1.4

Kovitz Core Equity ETFUS Stock Styles · Large cap0.99%0.02%+10.1%+14.3%+20.5%[…]−11.9%12.8%$1.4B1.6

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: EQTY 2011 · DIA 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Kovitz Core Equity ETF · $1.4B[…]

EQTY

DIA

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

$10,000 five years ago, dividends reinvested · they hold 16.2% in common

EQTYMeasureDIA

+10.1%Year to dateJan 1 → Nov 3+8.8%

+14.3%1 yearTotal return+10.3%

+20.5%3 years · per year$10,000 became $17,507 · $16,728+18.7%

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

0.99%Expense ratio$99 · $16 a year on $10k · lower is better0.16%

0.02%Trailing 12-mo yield$2 · $139 a year on $10k1.39%

−11.9%Worst dropSmaller is better−9.8%

12.8%VolatilityLower is calmer12.6%

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

3–4DIA wins

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

More Ways to See the Pairs

EQTY vs DIA: Top 5 Holdings

Today

EQTY

23.3%in top 5

DIA

in top 533.8%

EQTYStockDIA

not top 5GS10.5%

not top 5CAT7.3%

not top 5MSFT6.0%

5.4%GOOGnot top 5

not top 5AMGN5.2%

4.8%AMZNnot top 5

not top 5UNH4.7%

4.5%ICEnot top 5

4.4%BDXAnot top 5

4.2%PMnot top 5

Held in common16.2%

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

EQTY vs DIA Returns, Every Period

1Y

KovitzEQTY

+14.3%

past year

DIASPDR

+10.3%

past year

EQTYDIAFaded: behind in that period

3–0EQTY wins

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

EQTY vs DIA

YTD

KovitzEQTY

+10.1%

DIASPDR

+8.8%

+10.1%Year to date+8.8%

−11.9%Worst drop · 1Y−9.8%

12.8%Volatility · 1Y12.6%

0.0%Yield1.4%

$1.4BAssets$45.1B

3–1DIA wins

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

Cost, Income and Risk

Fees: EQTY, DIA

Today

0.16%lowest, DIA

FundExpense ratioFee$10k

DIA0.16%$16

EQTY0.99%$99

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

Yields: EQTY, DIA

1Y

1.39%highest, DIA

FundTrailing yieldYield$10k

DIA1.39%$139

EQTY0.02%$2

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

Income After Fees on $10,000

1Y

$123most kept, DIA

DIA$139 − $16 = $123

EQTY$2 − $99 = −$97

KeptFee

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

Overlap: EQTY, DIA

Today

16.2%most shared, EQTY and DIA

EQTYDIA

EQTY—16.2%

DIA16.2%—

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

Return vs Bumpiness: 2 ETFs

1Y

+14.3%EQTY, at 12.8% volatility

DIAWorst drop−9.8%12.6% vol

EQTYWorst drop−11.9%12.8% vol

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

Paid More vs Made More

YTD

DIAEQTY

+8.8%Year to date+10.1%

1.4%Yield0.0%

+10.3%Past year+14.3%

0.16%Fee0.99%

2–2level

End-of-day Nov 3, 2026

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