Compare · 3 funds side by side · dividends reinvested

ONEY, DIA and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,321ONEY · best of the three

02 / 04

ONEY, DIA and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Russell 1000 Yield Focus ETFUS Stock Styles · Large cap0.20%2.83%+21.3%+24.9%+19.0%+10.3%−9.1%12.9%$687M1.4

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%$45.9B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.6

Rank among the three1st → 3rdFee, 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: ONEY 2015 · DIA 1998 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Russell 1000 Yield Focus ETF · $687M$16,321

ONEY

DIA

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

$10,000 five years ago, dividends reinvested · they hold 0.5% in common

ONEYMeasureDIA

+21.3%Year to dateJan 1 → Nov 6+7.8%

+24.9%1 yearTotal return+9.9%

+19.0%3 years · per year$10,000 became $16,835 · $16,149+17.3%

+10.3%5 years · per year$10,000 became $16,321 · $15,590+9.3%

0.20%Expense ratio$20 · $16 a year on $10k · lower is better0.16%

2.83%Trailing 12-mo yield$283 · $140 a year on $10k1.40%

−9.1%Worst dropSmaller is better−9.8%

12.9%VolatilityLower is calmer13.4%

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

7–1ONEY wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ONEY vs DIA: Top 5 Holdings

Today

ONEY

11.6%in top 5

DIA

in top 532.7%

ONEYStockDIA

not top 5GS10.0%

not top 5CAT6.4%

not top 5MSFT6.2%

not top 5AMGN5.3%

not top 5V4.9%

3.8%PGRnot top 5

2.2%ACNnot top 5

2.2%CMCSAnot top 5

1.9%ALLnot top 5

1.5%CInot top 5

Held in common0.5%

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

ONEY vs DIA Returns, Every Period

SPDRONEY

+10.3%

5 years, per year

DIASPDR

+9.3%

5 years, per year

ONEYDIAFaded: behind in that period

4–0ONEY wins

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

ONEY vs DIA

YTD

SPDRONEY

+21.3%

DIASPDR

+7.8%

+21.3%Year to date+7.8%

−9.1%Worst drop · 1Y−9.8%

12.9%Volatility · 1Y13.4%

2.8%Yield1.4%

$687MAssets$45.9B

4–0ONEY wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ONEY, DIA, IWF

Today

0.16%lowest, DIA

FundExpense ratioFee$10k

DIA0.16%$16

IWF0.18%$18

ONEY0.20%$20

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

Yields: ONEY, DIA, IWF

2.83%highest, ONEY

FundTrailing yieldYield$10k

ONEY2.83%$283

DIA1.40%$140

IWF0.39%$39

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

Income After Fees on $10,000

$263most kept, ONEY

ONEY$283 − $20 = $263

DIA$140 − $16 = $124

IWF$39 − $18 = $21

KeptFee

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

Overlap: ONEY, DIA, IWF

Today

21.7%most shared, DIA and IWF

ONEYDIAIWF

ONEY—0.5%1.1%

DIA0.5%—21.7%

IWF1.1%21.7%—

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

Return vs Bumpiness: 3 ETFs

+24.9%ONEY, at 12.9% volatility

ONEYWorst drop−9.1%12.9% vol

DIAWorst drop−9.8%13.4% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

ONEYDIA

+21.3%Year to date+7.8%

2.8%Yield1.4%

+24.9%Past year+9.9%

0.20%Fee0.16%

3–1ONEY wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

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