Compare · 3 funds side by side · dividends reinvested

HCMT, DIA and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

HCMT, DIA and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.40%+7.8%+9.9%+17.3%+9.3%−9.8%13.4%$45.3B1.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.8

Direxion HCM Tactical Enhanced US ETFUS Stock Styles · Large cap1.18%0.53%−2.6%−4.6%+18.8%[…]−16.7%29.8%$539M2.7

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: HCMT 2023 · DIA 1998 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Direxion HCM Tactical Enhanced US ETF · $539M[…]

HCMT

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.3B$15,590

$10,000 five years ago, dividends reinvested · they hold 22.9% in common

HCMTMeasureDIA

−2.6%Year to dateJan 1 → Nov 6+7.8%

−4.6%1 yearTotal return+9.9%

+18.8%3 years · per year$10,000 became $16,747 · $16,149+17.3%

[…]5 years · per year$10,000 became […] · $15,590+9.3%

1.18%Expense ratio$118 · $16 a year on $10k · lower is better0.16%

0.53%Trailing 12-mo yield$53 · $140 a year on $10k1.40%

−16.7%Worst dropSmaller is better−9.8%

29.8%VolatilityLower is calmer13.4%

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

1–6DIA wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HCMT vs DIA: Top 5 Holdings

Today

HCMT

18.7%in top 5

DIA

in top 532.7%

HCMTStockDIA

not top 5GS10.0%

not top 5CAT6.4%

4.2%MSFT6.2%

5.3%AAPLnot top 5

not top 5AMGN5.3%

not top 5V4.9%

4.7%NVDAnot top 5

2.7%AMZNnot top 5

1.8%GOOGLnot top 5

Held in common22.9%

End-of-day Nov 6, 2026 · share of each fund

HCMT vs DIA Returns, Every Period

DirexionHCMT

−4.6%

past year

DIASPDR

+9.9%

past year

HCMTDIAFaded: behind in that period

1–2DIA wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

HCMT vs DIA

YTD

DirexionHCMT

−2.6%

DIASPDR

+7.8%

−2.6%Year to date+7.8%

−16.7%Worst drop · 1Y−9.8%

29.8%Volatility · 1Y13.4%

0.5%Yield1.4%

$539MAssets$45.3B

4–0DIA wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HCMT, DIA, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DIA0.16%$16

HCMT1.18%$118

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: HCMT, DIA, VUG

1.40%highest, DIA

FundTrailing yieldYield$10k

DIA1.40%$140

HCMT0.53%$53

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$124most kept, DIA

DIA$140 − $16 = $124

VUG$42 − $3 = $39

HCMT$53 − $118 = −$65

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: HCMT, DIA, VUG

Today

37.0%most shared, HCMT and VUG

HCMTDIAVUG

HCMT—22.9%37.0%

DIA22.9%—20.7%

VUG37.0%20.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.9%DIA, at 13.4% volatility

DIAWorst drop−9.8%13.4% vol

VUGWorst drop−15.1%19.0% vol

HCMTWorst drop−16.7%29.8% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DIAVUG

+7.8%Year to date+1.4%

1.4%Yield0.4%

+9.9%Past year+0.2%

0.16%Fee0.03%

3–1DIA wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026