Compare · 2 funds side by side · dividends reinvested

MLRG and DIA

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,693DIA · best of the two

02 / 03

MLRG 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%1.40%+8.2%+10.8%+17.7%+9.4%−9.8%13.4%$44.9B1.1

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

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

End-of-day Nov 5, 2026 · returns include dividends · since: MLRG 2004 · DIA 1998

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

Today

0.03%lowest, MLRG

FundExpense ratioFee$10k

MLRG0.03%$3

DIA0.16%$16

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

Yields: MLRG, DIA

1.40%highest, DIA

FundTrailing yieldYield$10k

DIA1.40%$140

MLRG1.02%$102

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

KeptFee

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

Overlap: MLRG, DIA

Today

29.0%most shared, MLRG and DIA

MLRGDIA

MLRG—29.0%

DIA29.0%—

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

Return vs Bumpiness: 2 ETFs

+10.8%DIA, at 13.4% volatility

DIAWorst drop−9.8%13.4% vol

MLRGWorst drop[…][…]

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

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026