Compare · 3 funds side by side · dividends reinvested

LRGF, DIA and VUG

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 VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Equity Factor ETFUS Stock Styles · Large cap0.08%1.06%+13.3%+12.4%+24.5%+13.7%−8.7%12.9%$3.7B1.5

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%$44.9B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.4

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 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Equity Factor ETF · $3.7B$17,963

LRGF

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B$15,693

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

LRGFMeasureDIA

+13.3%Year to dateJan 1 → Nov 5+12.2%

+12.4%1 yearTotal return+14.2%

+24.5%3 years · per year$10,000 became $19,310 · $16,984+19.3%

+13.7%5 years · per year$10,000 became $19,018 · $16,375+10.4%

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

1.06%Trailing 12-mo yield$106 · $135 a year on $10k1.35%

−8.7%Worst dropSmaller is better−9.8%

12.9%VolatilityLower is calmer12.9%

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

5–2LRGF 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

+13.7%

5 years, per year

DIASPDR

+10.4%

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

+13.3%

DIASPDR

+12.2%

+13.3%Year to date+12.2%

−8.7%Worst drop · 1Y−9.8%

12.9%Volatility · 1Y12.9%

1.1%Yield1.3%

$3.7BAssets$44.9B

2–1LRGF wins

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

Cost, Income and Risk

Fees: LRGF, DIA, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

LRGF0.08%$8

DIA0.16%$16

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

Yields: LRGF, DIA, VUG

1.35%highest, DIA

FundTrailing yieldYield$10k

DIA1.35%$135

LRGF1.06%$106

VUG0.40%$40

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

Income After Fees on $10,000

$119most kept, DIA

DIA$135 − $16 = $119

LRGF$106 − $8 = $98

VUG$40 − $3 = $37

KeptFee

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

Overlap: LRGF, DIA, VUG

Today

46.5%most shared, LRGF and VUG

LRGFDIAVUG

LRGF—26.8%46.5%

DIA26.8%—20.7%

VUG46.5%20.7%—

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

Return vs Bumpiness: 3 ETFs

+14.2%DIA, at 12.9% volatility

LRGFWorst drop−8.7%12.9% vol

DIAWorst drop−9.8%12.9% vol

VUGWorst drop−16.1%18.2% vol

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

Paid More vs Made More

YTD

DIALRGF

+12.2%Year to date+13.3%

1.3%Yield1.1%

+14.2%Past year+12.4%

0.16%Fee0.08%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026