Compare · 3 funds side by side · dividends reinvested

EQTY, DIA and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,892IWF · best of the three

02 / 04

EQTY, DIA 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%1.37%+10.1%+13.2%+17.5%+9.7%−9.8%13.6%$44.0B1.8

Kovitz Core Equity ETFUS Stock Styles · Large cap0.99%0.02%+11.7%+18.1%+19.1%[…]−11.9%13.5%$1.4B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.3

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: EQTY 2011 · DIA 1998 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Kovitz Core Equity ETF · $1.4B[…]

EQTY

DIA

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

$10,000 five years ago, dividends reinvested · they hold 16.3% in common

EQTYMeasureDIA

+11.7%Year to dateJan 1 → Nov 9+10.1%

+18.1%1 yearTotal return+13.2%

+19.1%3 years · per year$10,000 became $16,904 · $16,221+17.5%

[…]5 years · per year$10,000 became […] · $15,889+9.7%

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

0.02%Trailing 12-mo yield$2 · $137 a year on $10k1.37%

−11.9%Worst dropSmaller is better−9.8%

13.5%VolatilityLower is calmer13.6%

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

4–3EQTY wins

End-of-day Nov 9, 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 532.9%

EQTYStockDIA

not top 5GS10.0%

not top 5CAT6.5%

not top 5MSFT6.1%

5.4%GOOGnot top 5

not top 5AMGN5.3%

not top 5V4.9%

4.8%AMZNnot top 5

4.5%ICEnot top 5

4.4%BDXnot top 5

4.2%PMnot top 5

Held in common16.3%

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

EQTY vs DIA Returns, Every Period

KovitzEQTY

+18.1%

past year

DIASPDR

+13.2%

past year

EQTYDIAFaded: behind in that period

3–0EQTY wins

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

EQTY vs DIA

YTD

KovitzEQTY

+11.7%

DIASPDR

+10.1%

+11.7%Year to date+10.1%

−11.9%Worst drop · 1Y−9.8%

13.5%Volatility · 1Y13.6%

0.0%Yield1.4%

$1.4BAssets$44.0B

2–2level

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

Cost, Income and Risk

Fees: EQTY, DIA, IWF

Today

0.16%lowest, DIA

FundExpense ratioFee$10k

DIA0.16%$16

IWF0.18%$18

EQTY0.99%$99

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

Yields: EQTY, DIA, IWF

1.37%highest, DIA

FundTrailing yieldYield$10k

DIA1.37%$137

IWF0.38%$38

EQTY0.02%$2

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

Income After Fees on $10,000

$121most kept, DIA

DIA$137 − $16 = $121

IWF$38 − $18 = $20

EQTY$2 − $99 = −$97

KeptFee

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

Overlap: EQTY, DIA, IWF

Today

21.7%most shared, DIA and IWF

EQTYDIAIWF

EQTY—16.3%20.8%

DIA16.3%—21.7%

IWF20.8%21.7%—

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

Return vs Bumpiness: 3 ETFs

+18.1%EQTY, at 13.5% volatility

EQTYWorst drop−11.9%13.5% vol

DIAWorst drop−9.8%13.6% vol

IWFWorst drop−14.6%19.5% vol

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

Paid More vs Made More

YTD

DIAEQTY

+10.1%Year to date+11.7%

1.4%Yield0.0%

+13.2%Past year+18.1%

0.16%Fee0.99%

2–2level

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