Compare · 2 funds side by side · dividends reinvested

IVSS and DIA

IVSSApplied Finance×DIASPDR×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,889DIA · best of the two

02 / 03

IVSS 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%1.37%+10.1%+13.2%+17.5%+9.7%−9.8%13.6%$44.0B1.1

Applied Finance IVS US SMID ETFUS Stock Styles · Large cap0.59%0.06%+20.6%[…][…][…][…][…]$30M1.7

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

End-of-day Nov 9, 2026 · returns include dividends · since: IVSS 2025 · DIA 1998

Head to Head

Swap sides Versus in desk

Head to Head

Applied Finance IVS US SMID ETF · $30M[…]

IVSS

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $44.0B$15,889

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

IVSSMeasureDIA

+20.6%Year to dateJan 1 → Nov 9+10.1%

[…]1 yearTotal return+13.2%

[…]3 years · per year$10,000 became […] · $16,221+17.5%

[…]5 years · per year$10,000 became […] · $15,889+9.7%

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

0.06%Trailing 12-mo yield$6 · $137 a year on $10k1.37%

[…]Worst dropSmaller is better−9.8%

[…]VolatilityLower is calmer13.6%

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

1–2DIA wins

End-of-day Nov 9, 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 532.9%

IVSSStockDIA

not top 5GS10.0%

not top 5CAT6.5%

not top 5MSFT6.1%

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 9, 2026 · share of each fund

IVSS vs DIA Returns, Every Period

Applied FinanceIVSS

[…]

past year

DIASPDR

+13.2%

past year

IVSSDIAFaded: behind in that period

1–0IVSS wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

IVSS vs DIA

YTD

Applied FinanceIVSS

+20.6%

DIASPDR

+10.1%

+20.6%Year to date+10.1%

[…]Worst drop · 1Y−9.8%

[…]Volatility · 1Y13.6%

0.1%Yield1.4%

$29.8MAssets$44.0B

1–1level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVSS, DIA

Today

0.16%lowest, DIA

FundExpense ratioFee$10k

DIA0.16%$16

IVSS0.59%$59

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IVSS, DIA

1.37%highest, DIA

FundTrailing yieldYield$10k

DIA1.37%$137

IVSS0.06%$6

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$121most kept, DIA

DIA$137 − $16 = $121

IVSS$6 − $59 = −$53

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IVSS, DIA

Today

0.0%most shared, IVSS and DIA

IVSSDIA

IVSS—0.0%

DIA0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.2%DIA, at 13.6% volatility

DIAWorst drop−9.8%13.6% vol

IVSSWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

DIAIVSS

+10.1%Year to date+20.6%

1.4%Yield0.1%

+13.2%Past year[…]

0.16%Fee0.59%

2–1DIA wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026