Compare · 3 funds side by side · dividends reinvested

MCDS, DIA and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,777DIA · best of the three

Story of the three · IncomeMost incomeDIA · 1.38% · $138 a year on $10k

Story of the three · RiskSmallest drop

MCDS, DIA and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.38%+9.8%+12.7%+17.1%+9.5%−9.8%13.6%$45.3B1.5

JPMorgan Fundamental Data Science Mid Core ETFUS Stock Styles · Large cap0.35%1.02%+15.6%+19.1%[…][…]−7.5%13.6%$8M1.7

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$117B2.5

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

End-of-day Nov 10, 2026 · returns include dividends · since: MCDS 2024 · DIA 1998 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

MCDS

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.3B$15,777

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

MCDS

More Ways to See the Pairs

MCDS vs DIA: Top 5 Holdings

Today

MCDS

6.3%in top 5

DIA

in top 533.3%

MCDSStockDIA

not top 5GS10.3%

not top 5CAT6.8%

not top 5MSFT6.2%

not top 5AMGN5.3%

not top 5V4.8%

Cost, Income and Risk

Fees: MCDS, DIA, IWF

Today

0.16%lowest, DIA

FundExpense ratioFee$10k

DIA0.16%$16

IWF0.18%$18

MCDS0.35%$35

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

Yields: MCDS, DIA, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Measure

DIA

+15.6%Year to dateJan 1 → Nov 10+9.8%

+19.1%1 yearTotal return+12.7%

[…]3 years · per year$10,000 became […] · $16,066+17.1%

[…]5 years · per year$10,000 became […] · $15,777+9.5%

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

1.02%Trailing 12-mo yield$102 · $138 a year on $10k1.38%

−7.5%Worst dropSmaller is better−9.8%

13.6%VolatilityLower is calmer13.6%

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

3–2MCDS wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.7%MPCnot top 5

1.3%CAHnot top 5

1.1%HPEnot top 5

1.1%WABnot top 5

1.1%STTnot top 5

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

MCDS vs DIA Returns, Every Period

1Y

J.P. MorganMCDS

+19.1%

past year

DIASPDR

+12.7%

past year

MCDSDIAFaded: behind in that period

2–0MCDS wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

MCDS vs DIA

YTD

J.P. MorganMCDS

+15.6%

DIASPDR

+9.8%

+15.6%Year to date+9.8%

−7.5%Worst drop · 1Y−9.8%

13.6%Volatility · 1Y13.6%

1.0%Yield1.4%

$8.1MAssets$45.3B

2–1MCDS wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.38%highest, DIA

FundTrailing yieldYield$10k

DIA1.38%$138

MCDS1.02%$102

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$122most kept, DIA

DIA$138 − $16 = $122

MCDS$102 − $35 = $67

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: MCDS, DIA, IWF

Today

21.5%most shared, DIA and IWF

MCDSDIAIWF

MCDS—0.0%6.7%

DIA0.0%—21.5%

IWF6.7%21.5%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+19.1%MCDS, at 13.6% volatility

DIAWorst drop−9.8%13.6% vol

MCDSWorst drop−7.5%13.6% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

DIAMCDS

+9.8%Year to date+15.6%

1.4%Yield1.0%

+12.7%Past year+19.1%

0.16%Fee0.35%

2–2level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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MCDS, DIA and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three