Compare · 2 funds side by side · dividends reinvested

FPX and DIA

FPXFirst Trust×DIASPDR×

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

02 / 04

FPX 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%$45.1B1.1

First Trust US Equity Opportunities ETFUS Stock Styles · Large cap0.57%0.19%+4.0%+0.6%+30.9%+5.8%−18.9%26.5%$1.3B1.9

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: FPX 2006 · DIA 1998

Head to Head

Swap sides Versus in desk

Head to Head

First Trust US Equity Opportunities ETF · $1.3B$13,284

FPX

DIA

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

$10,000 five years ago, dividends reinvested · they hold 1.9% in common

FPXMeasureDIA

+4.0%Year to dateJan 1 → Nov 3+8.8%

+0.6%1 yearTotal return+10.3%

+30.9%3 years · per year$10,000 became $22,414 · $16,728+18.7%

+5.8%5 years · per year$10,000 became $13,284 · $15,770+9.5%

0.57%Expense ratio$57 · $16 a year on $10k · lower is better0.16%

0.19%Trailing 12-mo yield$19 · $139 a year on $10k1.39%

−18.9%Worst dropSmaller is better−9.8%

26.5%VolatilityLower is calmer12.6%

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

1–7DIA wins

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

More Ways to See the Pairs

FPX vs DIA: Top 5 Holdings

Today

FPX

34.0%in top 5

DIA

in top 533.8%

FPXStockDIA

not top 5GS10.5%

9.3%LLYnot top 5

8.5%SPCXnot top 5

not top 5CAT7.3%

7.2%GEVnot top 5

not top 5MSFT6.0%

not top 5AMGN5.2%

4.9%SNDKnot top 5

not top 5UNH4.7%

4.1%STXnot top 5

Held in common1.9%

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

FPX vs DIA Returns, Every Period

First TrustFPX

+5.8%

5 years, per year

DIASPDR

+9.5%

5 years, per year

FPXDIAFaded: behind in that period

1–3DIA wins

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

FPX vs DIA

YTD

First TrustFPX

+4.0%

DIASPDR

+8.8%

+4.0%Year to date+8.8%

−18.9%Worst drop · 1Y−9.8%

26.5%Volatility · 1Y12.6%

0.2%Yield1.4%

$1.3BAssets$45.1B

4–0DIA wins

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

Cost, Income and Risk

Fees: FPX, DIA

Today

0.16%lowest, DIA

FundExpense ratioFee$10k

DIA0.16%$16

FPX0.57%$57

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

Yields: FPX, DIA

1.39%highest, DIA

FundTrailing yieldYield$10k

DIA1.39%$139

FPX0.19%$19

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

Income After Fees on $10,000

$123most kept, DIA

DIA$139 − $16 = $123

FPX$19 − $57 = −$38

KeptFee

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

Overlap: FPX, DIA

Today

1.9%most shared, FPX and DIA

FPXDIA

FPX—1.9%

DIA1.9%—

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

FPXWorst drop−18.9%26.5% vol

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

Paid More vs Made More

YTD

DIAFPX

+8.8%Year to date+4.0%

1.4%Yield0.2%

+10.3%Past year+0.6%

0.16%Fee0.57%

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