Compare · 3 funds side by side · dividends reinvested

MLRG, DIA and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,052VUG · best of the three

02 / 04

MLRG, DIA and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA ETFUS Stock Styles · Large cap0.03%1.02%[…][…][…][…][…][…]$1.3B1.5

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%$44.9B1.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B1.8

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: MLRG 2004 · DIA 1998 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA ETF · $1.3B[…]

MLRG

DIA

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

$10,000 five years ago, dividends reinvested · they hold 29.0% in common

MLRGMeasureDIA

[…]Year to dateJan 1 → Nov 5+8.2%

[…]1 yearTotal return+10.8%

[…]3 years · per year$10,000 became […] · $16,322+17.7%

[…]5 years · per year$10,000 became […] · $15,693+9.4%

0.03%Expense ratio$3 · $16 a year on $10k · lower is better0.16%

1.02%Trailing 12-mo yield$102 · $140 a year on $10k1.40%

[…]Worst dropSmaller is better−9.8%

[…]VolatilityLower is calmer13.4%

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

1–1Level

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

More Ways to See the Pairs

MLRG vs DIA: Top 5 Holdings

Today

MLRG

26.7%in top 5

DIA

in top 533.3%

MLRGStockDIA

not top 5GS10.3%

7.5%AAPLnot top 5

7.3%NVDAnot top 5

not top 5CAT6.6%

5.6%MSFT6.2%

not top 5AMGN5.3%

not top 5V4.9%

3.7%AMZNnot top 5

2.5%GOOGLnot top 5

Held in common29.0%

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

MLRG vs DIA Returns, Every Period

iSharesMLRG

[…]

past year

DIASPDR

+10.8%

past year

Returns […]

MLRGDIAFaded: behind in that period

0–0Level

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

MLRG vs DIA

YTD

iSharesMLRG

[…]

DIASPDR

+8.2%

[…]Year to date+8.2%

[…]Worst drop · 1Y−9.8%

[…]Volatility · 1Y13.4%

1.0%Yield1.4%

$1.3BAssets$44.9B

1–0DIA wins

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

Cost, Income and Risk

Fees: MLRG, DIA, VUG

Today

0.03%lowest, MLRG

FundExpense ratioFee$10k

MLRG0.03%$3

VUG0.03%$3

DIA0.16%$16

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

Yields: MLRG, DIA, VUG

1.40%highest, DIA

FundTrailing yieldYield$10k

DIA1.40%$140

MLRG1.02%$102

VUG0.43%$43

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

Income After Fees on $10,000

$124most kept, DIA

DIA$140 − $16 = $124

MLRG$102 − $3 = $99

VUG$43 − $3 = $40

KeptFee

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

Overlap: MLRG, DIA, VUG

Today

55.3%most shared, MLRG and VUG

MLRGDIAVUG

MLRG—29.0%55.3%

DIA29.0%—20.7%

VUG55.3%20.7%—

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

VUGWorst drop−15.1%19.0% vol

MLRGWorst drop[…][…]

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

Paid More vs Made More

YTD

DIAVUG

+8.2%Year to date+0.5%

1.4%Yield0.4%

+10.8%Past year−0.6%

0.16%Fee0.03%

3–1DIA wins

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$62.5B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026