Compare · 2 funds side by side · dividends reinvested

FCTR and DIA

FCTRFirst Trust×DIASPDR×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,765DIA · best of the two

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

Story of the two · RiskSmallest drop

FCTR 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%1.38%+9.9%+10.6%+17.1%+9.5%−9.8%13.5%$45.7B1.0

First Trust Lunt U.S. Factor Rotation ETFUS Stock Styles · Large cap0.65%0.64%−9.3%−9.2%+10.3%−1.4%−22.9%20.9%$44M2.0

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

End-of-day Nov 12, 2026 · returns include dividends · since: FCTR 2018 · DIA 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Lunt U.S. Factor Rotation ETF · $44M$9,309

FCTR

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.7B$15,765

$10,000 five years ago, dividends reinvested · they hold 7.7% in common

FCTRMeasureDIA

−9.3%

More Ways to See the Pairs

FCTR vs DIA: Top 5 Holdings

Today

FCTR

7.6%in top 5

DIA

in top 533.3%

FCTRStockDIA

not top 5GS10.5%

not top 5CAT6.8%

not top 5MSFT5.9%

not top 5AMGN5.3%

1.2%V

Cost, Income and Risk

Fees: FCTR, DIA

Today

0.16%lowest, DIA

FundExpense ratioFee$10k

DIA0.16%$16

FCTR0.65%$65

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: FCTR, DIA

1Y

1.38%highest, DIA

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to dateJan 1 → Nov 12

+9.9%

−9.2%1 yearTotal return+10.6%

+10.3%3 years · per year$10,000 became $13,429 · $16,045+17.1%

−1.4%5 years · per year$10,000 became $9,309 · $15,765+9.5%

0.65%Expense ratio$65 · $16 a year on $10k · lower is better0.16%

0.64%Trailing 12-mo yield$64 · $138 a year on $10k1.38%

−22.9%Worst dropSmaller is better−9.8%

20.9%VolatilityLower is calmer13.5%

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

0–8DIA wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.8%

2.0%CHTRnot top 5

1.6%INTUnot top 5

1.6%FISVnot top 5

1.2%VLTOnot top 5

Held in common7.7%

End-of-day Nov 12, 2026 · share of each fund

FCTR vs DIA Returns, Every Period

5Y

First TrustFCTR

−1.4%

5 years, per year

DIASPDR

+9.5%

5 years, per year

FCTRDIAFaded: behind in that period

0–4DIA wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

FCTR vs DIA

YTD

First TrustFCTR

−9.3%

DIASPDR

+9.9%

−9.3%Year to date+9.9%

−22.9%Worst drop · 1Y−9.8%

20.9%Volatility · 1Y13.5%

0.6%Yield1.4%

$43.9MAssets$45.7B

4–0DIA wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

$10k

DIA1.38%$138

FCTR0.64%$64

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

Income After Fees on $10,000

1Y

$122most kept, DIA

DIA$138 − $16 = $122

FCTR$64 − $65 = −$1

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: FCTR, DIA

Today

7.7%most shared, FCTR and DIA

FCTRDIA

FCTR—7.7%

DIA7.7%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+10.6%DIA, at 13.5% volatility

DIAWorst drop−9.8%13.5% vol

FCTRWorst drop−22.9%20.9% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

DIAFCTR

+9.9%Year to date−9.3%

1.4%Yield0.6%

+10.6%Past year−9.2%

0.16%Fee0.65%

4–0DIA wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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FCTR and DIA

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two