Compare · 3 funds side by side · dividends reinvested

IVSS, DIA and IWF

IVSSApplied Finance×DIASPDR×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,590DIA · best of the three

02 / 04

IVSS, 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%1.40%+7.8%+9.9%+17.3%+9.3%−9.8%13.4%$45.9B1.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.0

Applied Finance IVS US SMID ETFUS Stock Styles · Large cap0.59%0.06%+18.3%[…][…][…][…][…]$31M2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: IVSS 2025 · DIA 1998 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Applied Finance IVS US SMID ETF · $31M[…]

IVSS

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.9B$15,590

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IVSSMeasureDIA

+18.3%Year to dateJan 1 → Nov 6+7.8%

[…]1 yearTotal return+9.9%

[…]3 years · per year$10,000 became […] · $16,149+17.3%

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

0.59%Expense ratio$59 · $16 a year on $10k · lower is better0.16%

0.06%Trailing 12-mo yield$6 · $140 a year on $10k1.40%

[…]Worst dropSmaller is better−9.8%

[…]VolatilityLower is calmer13.4%

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

1–2DIA wins

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

More Ways to See the Pairs

IVSS vs DIA: Top 5 Holdings

Today

IVSS

7.7%in top 5

DIA

in top 532.7%

IVSSStockDIA

not top 5GS10.0%

not top 5CAT6.4%

not top 5MSFT6.2%

not top 5AMGN5.3%

not top 5V4.9%

1.7%HQYnot top 5

1.6%PJTnot top 5

1.5%SEZLnot top 5

1.4%IDCCnot top 5

1.4%SWXnot top 5

Held in common0.0%

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

IVSS vs DIA Returns, Every Period

Applied FinanceIVSS

[…]

past year

DIASPDR

+9.9%

past year

IVSSDIAFaded: behind in that period

1–0IVSS wins

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

IVSS vs DIA

YTD

Applied FinanceIVSS

+18.3%

DIASPDR

+7.8%

+18.3%Year to date+7.8%

[…]Worst drop · 1Y−9.8%

[…]Volatility · 1Y13.4%

0.1%Yield1.4%

$30.8MAssets$45.9B

1–1level

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

Cost, Income and Risk

Fees: IVSS, DIA, IWF

Today

0.16%lowest, DIA

FundExpense ratioFee$10k

DIA0.16%$16

IWF0.18%$18

IVSS0.59%$59

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

Yields: IVSS, DIA, IWF

1.40%highest, DIA

FundTrailing yieldYield$10k

DIA1.40%$140

IWF0.39%$39

IVSS0.06%$6

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

Income After Fees on $10,000

$124most kept, DIA

DIA$140 − $16 = $124

IWF$39 − $18 = $21

IVSS$6 − $59 = −$53

KeptFee

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

Overlap: IVSS, DIA, IWF

Today

21.7%most shared, DIA and IWF

IVSSDIAIWF

IVSS—0.0%0.0%

DIA0.0%—21.7%

IWF0.0%21.7%—

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

IWFWorst drop−14.6%19.4% vol

IVSSWorst drop[…][…]

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

Paid More vs Made More

YTD

DIAIVSS

+7.8%Year to date+18.3%

1.4%Yield0.1%

+9.9%Past year[…]

0.16%Fee0.59%

2–1DIA 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$59.1B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026