Compare · 3 funds side by side · dividends reinvested

LRGF, DIA and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,963LRGF · best of the three

02 / 04

LRGF, DIA and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Equity Factor ETFUS Stock Styles · Large cap0.08%1.11%+8.4%+8.9%+22.4%+12.4%−8.7%13.6%$3.5B1.4

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.40%+8.2%+10.8%+17.7%+9.4%−9.8%13.4%$45.9B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B2.9

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

End-of-day Nov 5, 2026 · returns include dividends · since: LRGF 2015 · DIA 1998 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Equity Factor ETF · $3.5B$17,963

LRGF

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.9B$15,693

$10,000 five years ago, dividends reinvested · they hold 26.8% in common

LRGFMeasureDIA

+8.4%Year to dateJan 1 → Nov 5+8.2%

+8.9%1 yearTotal return+10.8%

+22.4%3 years · per year$10,000 became $18,356 · $16,322+17.7%

+12.4%5 years · per year$10,000 became $17,963 · $15,693+9.4%

0.08%Expense ratio$8 · $16 a year on $10k · lower is better0.16%

1.11%Trailing 12-mo yield$111 · $140 a year on $10k1.40%

−8.7%Worst dropSmaller is better−9.8%

13.6%VolatilityLower is calmer13.4%

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

5–3LRGF wins

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

More Ways to See the Pairs

LRGF vs DIA: Top 5 Holdings

Today

LRGF

26.2%in top 5

DIA

in top 533.3%

LRGFStockDIA

not top 5GS10.3%

7.2%AAPLnot top 5

6.8%NVDAnot top 5

not top 5CAT6.6%

5.7%MSFT6.2%

not top 5AMGN5.3%

not top 5V4.9%

3.3%AMZNnot top 5

3.3%GOOGnot top 5

Held in common26.8%

End-of-day Nov 5, 2026 · share of each fund

LRGF vs DIA Returns, Every Period

iSharesLRGF

+12.4%

5 years, per year

DIASPDR

+9.4%

5 years, per year

LRGFDIAFaded: behind in that period

3–1LRGF wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

LRGF vs DIA

YTD

iSharesLRGF

+8.4%

DIASPDR

+8.2%

+8.4%Year to date+8.2%

−8.7%Worst drop · 1Y−9.8%

13.6%Volatility · 1Y13.4%

1.1%Yield1.4%

$3.5BAssets$45.9B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LRGF, DIA, IWF

Today

0.08%lowest, LRGF

FundExpense ratioFee$10k

LRGF0.08%$8

DIA0.16%$16

IWF0.18%$18

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: LRGF, DIA, IWF

1.40%highest, DIA

FundTrailing yieldYield$10k

DIA1.40%$140

LRGF1.11%$111

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$124most kept, DIA

DIA$140 − $16 = $124

LRGF$111 − $8 = $103

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: LRGF, DIA, IWF

Today

49.5%most shared, LRGF and IWF

LRGFDIAIWF

LRGF—26.8%49.5%

DIA26.8%—21.6%

IWF49.5%21.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+10.8%DIA, at 13.4% volatility

DIAWorst drop−9.8%13.4% vol

LRGFWorst drop−8.7%13.6% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DIALRGF

+8.2%Year to date+8.4%

1.4%Yield1.1%

+10.8%Past year+8.9%

0.16%Fee0.08%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026