Compare · 2 funds side by side · dividends reinvested

FMCX and DIA

FMCXFirst Manhattan×DIASPDR×

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

02 / 04

FMCX 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%$45.1B1.0

FM Focus Equity ETFUS Stock Styles · Large cap0.72%0.29%+5.1%+4.1%+18.0%[…]−12.6%14.8%$116M2.0

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

End-of-day Nov 3, 2026 · returns include dividends · since: FMCX 2022 · DIA 1998

Head to Head

Swap sides Versus in desk

Head to Head

FM Focus Equity ETF · $116M[…]

FMCX

DIA

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

$10,000 five years ago, dividends reinvested · they hold 15.8% in common

FMCXMeasureDIA

+5.1%Year to dateJan 1 → Nov 3+8.8%

+4.1%1 yearTotal return+10.3%

+18.0%3 years · per year$10,000 became $16,423 · $16,728+18.7%

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

0.72%Expense ratio$72 · $16 a year on $10k · lower is better0.16%

0.29%Trailing 12-mo yield$29 · $139 a year on $10k1.39%

−12.6%Worst dropSmaller is better−9.8%

14.8%VolatilityLower is calmer12.6%

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

0–7DIA wins

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

More Ways to See the Pairs

FMCX vs DIA: Top 5 Holdings

Today

FMCX

28.2%in top 5

DIA

in top 533.8%

FMCXStockDIA

not top 5GS10.5%

7.4%MSFT6.0%

not top 5CAT7.3%

5.9%KKRnot top 5

5.8%GEnot top 5

not top 5AMGN5.2%

not top 5UNH4.7%

4.6%AMZNnot top 5

4.5%CRMnot top 5

Held in common15.8%

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

FMCX vs DIA Returns, Every Period

First ManhattanFMCX

+4.1%

past year

DIASPDR

+10.3%

past year

FMCXDIAFaded: behind in that period

0–3DIA wins

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

FMCX vs DIA

YTD

First ManhattanFMCX

+5.1%

DIASPDR

+8.8%

+5.1%Year to date+8.8%

−12.6%Worst drop · 1Y−9.8%

14.8%Volatility · 1Y12.6%

0.3%Yield1.4%

$116MAssets$45.1B

4–0DIA wins

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

Cost, Income and Risk

Fees: FMCX, DIA

Today

0.16%lowest, DIA

FundExpense ratioFee$10k

DIA0.16%$16

FMCX0.72%$72

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

Yields: FMCX, DIA

1.39%highest, DIA

FundTrailing yieldYield$10k

DIA1.39%$139

FMCX0.29%$29

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

Income After Fees on $10,000

$123most kept, DIA

DIA$139 − $16 = $123

FMCX$29 − $72 = −$43

KeptFee

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

Overlap: FMCX, DIA

Today

15.8%most shared, FMCX and DIA

FMCXDIA

FMCX—15.8%

DIA15.8%—

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

FMCXWorst drop−12.6%14.8% vol

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

Paid More vs Made More

YTD

DIAFMCX

+8.8%Year to date+5.1%

1.4%Yield0.3%

+10.3%Past year+4.1%

0.16%Fee0.72%

4–0DIA wins

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