Compare · 2 funds side by side · dividends reinvested

MCDS and DIA

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,770DIA · best of the two

02 / 04

MCDS 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

JPMorgan Fundamental Data Science Mid Core ETFUS Stock Styles · Large cap0.35%1.01%+15.7%+17.7%[…][…]−7.5%12.9%$8M1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: MCDS 2024 · DIA 1998

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Fundamental Data Science Mid Core ETF · $8M[…]

MCDS

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.1B$15,770

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

MCDSMeasureDIA

+15.7%Year to dateJan 1 → Nov 3+8.8%

+17.7%1 yearTotal return+10.3%

[…]3 years · per year$10,000 became […] · $16,728+18.7%

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

0.35%Expense ratio$35 · $16 a year on $10k · lower is better0.16%

1.01%Trailing 12-mo yield$101 · $139 a year on $10k1.39%

−7.5%Worst dropSmaller is better−9.8%

12.9%VolatilityLower is calmer12.6%

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

3–3Level

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

More Ways to See the Pairs

MCDS vs DIA: Top 5 Holdings

Today

MCDS

6.8%in top 5

DIA

in top 533.8%

MCDSStockDIA

not top 5GS10.5%

not top 5CAT7.3%

not top 5MSFT6.0%

not top 5AMGN5.2%

not top 5UNH4.7%

1.9%MPCnot top 5

1.3%NTRAnot top 5

1.3%HPEnot top 5

1.2%CAHnot top 5

1.1%STTnot top 5

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

MCDS vs DIA Returns, Every Period

J.P. MorganMCDS

+17.7%

past year

DIASPDR

+10.3%

past year

MCDSDIAFaded: behind in that period

2–0MCDS wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

MCDS vs DIA

YTD

J.P. MorganMCDS

+15.7%

DIASPDR

+8.8%

+15.7%Year to date+8.8%

−7.5%Worst drop · 1Y−9.8%

12.9%Volatility · 1Y12.6%

1.0%Yield1.4%

$8.1MAssets$45.1B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MCDS, DIA

Today

0.16%lowest, DIA

FundExpense ratioFee$10k

DIA0.16%$16

MCDS0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: MCDS, DIA

1.39%highest, DIA

FundTrailing yieldYield$10k

DIA1.39%$139

MCDS1.01%$101

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$123most kept, DIA

DIA$139 − $16 = $123

MCDS$101 − $35 = $66

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: MCDS, DIA

Today

0.0%most shared, MCDS and DIA

MCDSDIA

MCDS—0.0%

DIA0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.7%MCDS, at 12.9% volatility

DIAWorst drop−9.8%12.6% vol

MCDSWorst drop−7.5%12.9% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

DIAMCDS

+8.8%Year to date+15.7%

1.4%Yield1.0%

+10.3%Past year+17.7%

0.16%Fee0.35%

2–2level

End-of-day Nov 3, 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 3, 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 3, 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 3, 2026