Compare · 2 funds side by side · dividends reinvested

LRGF and DIA

LRGFiShares×DIASPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,000LRGF · best of the two

02 / 04

LRGF and DIA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Equity Factor ETFUS Stock Styles · Large cap0.08%1.10%+8.8%+8.9%+22.2%+12.5%−8.7%13.6%$3.5B1.4

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.40%+7.8%+9.9%+17.3%+9.3%−9.8%13.4%$45.9B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: LRGF 2015 · DIA 1998

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Equity Factor ETF · $3.5B$18,000

LRGF

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.9B$15,590

$10,000 five years ago, dividends reinvested · they hold 27.0% in common

LRGFMeasureDIA

+8.8%Year to dateJan 1 → Nov 6+7.8%

+8.9%1 yearTotal return+9.9%

+22.2%3 years · per year$10,000 became $18,250 · $16,149+17.3%

+12.5%5 years · per year$10,000 became $18,000 · $15,590+9.3%

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

1.10%Trailing 12-mo yield$110 · $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 6, 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

26.3%in top 5

DIA

in top 532.7%

LRGFStockDIA

not top 5GS10.0%

7.4%AAPLnot top 5

6.4%NVDAnot top 5

not top 5CAT6.4%

5.7%MSFT6.2%

not top 5AMGN5.3%

not top 5V4.9%

3.4%GOOGnot top 5

3.4%AMZNnot top 5

Held in common27.0%

End-of-day Nov 6, 2026 · share of each fund

LRGF vs DIA Returns, Every Period

iSharesLRGF

+12.5%

5 years, per year

DIASPDR

+9.3%

5 years, per year

LRGFDIAFaded: behind in that period

3–1LRGF wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

LRGF vs DIA

YTD

iSharesLRGF

+8.8%

DIASPDR

+7.8%

+8.8%Year to date+7.8%

−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 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LRGF, DIA

Today

0.08%lowest, LRGF

FundExpense ratioFee$10k

LRGF0.08%$8

DIA0.16%$16

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: LRGF, DIA

1.40%highest, DIA

FundTrailing yieldYield$10k

DIA1.40%$140

LRGF1.10%$110

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$124most kept, DIA

DIA$140 − $16 = $124

LRGF$110 − $8 = $102

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: LRGF, DIA

Today

27.0%most shared, LRGF and DIA

LRGFDIA

LRGF—27.0%

DIA27.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.9%DIA, at 13.4% volatility

DIAWorst drop−9.8%13.4% vol

LRGFWorst drop−8.7%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DIALRGF

+7.8%Year to date+8.8%

1.4%Yield1.1%

+9.9%Past year+8.9%

0.16%Fee0.08%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026