Compare · 2 funds side by side · dividends reinvested

LCDS and DIA

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375DIA · best of the two

02 / 04

LCDS and DIA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Fundamental Data Science Large Core ETFUS Stock Styles · Large cap0.30%0.85%+13.9%+14.5%[…][…]−9.1%12.4%$16M1.3

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.35%+12.2%+14.2%+19.3%+10.4%−9.8%12.9%$45.1B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: LCDS 2024 · DIA 1998

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Fundamental Data Science Large Core ETF · $16M[…]

LCDS

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.1B$16,375

$10,000 five years ago, dividends reinvested · they hold 24.2% in common

LCDSMeasureDIA

+13.9%Year to dateJan 1 → Nov 4+12.2%

+14.5%1 yearTotal return+14.2%

[…]3 years · per year$10,000 became […] · $16,984+19.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

0.30%Expense ratio$30 · $16 a year on $10k · lower is better0.16%

0.85%Trailing 12-mo yield$85 · $135 a year on $10k1.35%

−9.1%Worst dropSmaller is better−9.8%

12.4%VolatilityLower is calmer12.9%

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

4–2LCDS wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LCDS vs DIA: Top 5 Holdings

Today

LCDS

31.1%in top 5

DIA

in top 533.5%

LCDSStockDIA

not top 5GS10.3%

8.4%NVDAnot top 5

7.5%AAPLnot top 5

not top 5CAT7.2%

6.7%MSFT6.0%

not top 5AMGN5.3%

not top 5V4.8%

4.3%AMZNnot top 5

4.2%GOOGLnot top 5

Held in common24.2%

End-of-day Nov 4, 2026 · share of each fund

LCDS vs DIA Returns, Every Period

J.P. MorganLCDS

+14.5%

past year

DIASPDR

+14.2%

past year

LCDSDIAFaded: behind in that period

2–0LCDS wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

LCDS vs DIA

YTD

J.P. MorganLCDS

+13.9%

DIASPDR

+12.2%

+13.9%Year to date+12.2%

−9.1%Worst drop · 1Y−9.8%

12.4%Volatility · 1Y12.9%

0.9%Yield1.3%

$16.3MAssets$45.1B

3–1LCDS wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LCDS, DIA

Today

0.16%lowest, DIA

FundExpense ratioFee$10k

DIA0.16%$16

LCDS0.30%$30

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: LCDS, DIA

1.35%highest, DIA

FundTrailing yieldYield$10k

DIA1.35%$135

LCDS0.85%$85

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$119most kept, DIA

DIA$135 − $16 = $119

LCDS$85 − $30 = $55

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: LCDS, DIA

Today

24.2%most shared, LCDS and DIA

LCDSDIA

LCDS—24.2%

DIA24.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.5%LCDS, at 12.4% volatility

LCDSWorst drop−9.1%12.4% vol

DIAWorst drop−9.8%12.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DIALCDS

+12.2%Year to date+13.9%

1.3%Yield0.9%

+14.2%Past year+14.5%

0.16%Fee0.30%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026