Compare · 2 funds side by side · dividends reinvested

LRGC and DIA

LRGCAlliance Bernstein×DIASPDR×

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

02 / 04

LRGC 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%$45.1B1.4

AB US Large Cap Strategic Equities ETFUS Stock Styles · Large cap0.39%0.53%+9.5%+9.7%+22.4%[…]−10.0%12.4%$1.3B1.6

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: LRGC 2023 · DIA 1998

Head to Head

Swap sides Versus in desk

Head to Head

AB US Large Cap Strategic Equities ETF · $1.3B[…]

LRGC

DIA

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

$10,000 five years ago, dividends reinvested · they hold 27.3% in common

LRGCMeasureDIA

+9.5%Year to dateJan 1 → Nov 4+8.8%

+9.7%1 yearTotal return+10.3%

+22.4%3 years · per year$10,000 became $18,338 · $16,728+18.7%

[…]5 years · per year$10,000 became […] · $15,770+9.5%

0.39%Expense ratio$39 · $16 a year on $10k · lower is better0.16%

0.53%Trailing 12-mo yield$53 · $139 a year on $10k1.39%

−10.0%Worst dropSmaller is better−9.8%

12.4%VolatilityLower is calmer12.6%

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

3–4DIA wins

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

More Ways to See the Pairs

LRGC vs DIA: Top 5 Holdings

Today

LRGC

30.1%in top 5

DIA

in top 533.5%

LRGCStockDIA

not top 5GS10.3%

7.6%NVDAnot top 5

not top 5CAT7.2%

6.9%MSFT6.0%

5.8%AAPLnot top 5

not top 5AMGN5.3%

5.1%GOOGnot top 5

not top 5V4.8%

4.7%AMZNnot top 5

Held in common27.3%

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

LRGC vs DIA Returns, Every Period

Alliance BernsteinLRGC

+9.7%

past year

DIASPDR

+10.3%

past year

LRGCDIAFaded: behind in that period

2–1LRGC wins

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

LRGC vs DIA

YTD

Alliance BernsteinLRGC

+9.5%

DIASPDR

+8.8%

+9.5%Year to date+8.8%

−10.0%Worst drop · 1Y−9.8%

12.4%Volatility · 1Y12.6%

0.5%Yield1.4%

$1.3BAssets$45.1B

2–2level

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

Cost, Income and Risk

Fees: LRGC, DIA

Today

0.16%lowest, DIA

FundExpense ratioFee$10k

DIA0.16%$16

LRGC0.39%$39

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

Yields: LRGC, DIA

1.39%highest, DIA

FundTrailing yieldYield$10k

DIA1.39%$139

LRGC0.53%$53

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

Income After Fees on $10,000

$123most kept, DIA

DIA$139 − $16 = $123

LRGC$53 − $39 = $14

KeptFee

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

Overlap: LRGC, DIA

Today

27.3%most shared, LRGC and DIA

LRGCDIA

LRGC—27.3%

DIA27.3%—

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

Return vs Bumpiness: 2 ETFs

+10.3%DIA, at 12.6% volatility

LRGCWorst drop−10.0%12.4% vol

DIAWorst drop−9.8%12.6% vol

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

Paid More vs Made More

YTD

DIALRGC

+8.8%Year to date+9.5%

1.4%Yield0.5%

+10.3%Past year+9.7%

0.16%Fee0.39%

3–1DIA wins

End-of-day Nov 4, 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 4, 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 4, 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 4, 2026