Compare · 3 funds side by side · dividends reinvested

PBUS, DIA and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,807PBUS · best of the three

02 / 04

PBUS, DIA and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco MSCI USA ETFUS Stock Styles · Large cap0.04%1.05%+8.5%+9.2%+21.9%+10.9%−9.0%13.8%$10.7B1.6

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

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.4

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: PBUS 2017 · DIA 1998 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Invesco MSCI USA ETF · $10.7B$16,807

PBUS

DIA

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

$10,000 five years ago, dividends reinvested · they hold 29.8% in common

PBUSMeasureDIA

+8.5%Year to dateJan 1 → Nov 6+7.8%

+9.2%1 yearTotal return+9.9%

+21.9%3 years · per year$10,000 became $18,100 · $16,149+17.3%

+10.9%5 years · per year$10,000 became $16,807 · $15,590+9.3%

0.04%Expense ratio$4 · $16 a year on $10k · lower is better0.16%

1.05%Trailing 12-mo yield$105 · $140 a year on $10k1.40%

−9.0%Worst dropSmaller is better−9.8%

13.8%VolatilityLower is calmer13.4%

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

5–3PBUS wins

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

More Ways to See the Pairs

PBUS vs DIA: Top 5 Holdings

Today

PBUS

27.2%in top 5

DIA

in top 532.7%

PBUSStockDIA

not top 5GS10.0%

8.0%AAPLnot top 5

6.6%NVDAnot top 5

not top 5CAT6.4%

6.0%MSFT6.2%

not top 5AMGN5.3%

not top 5V4.9%

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common29.8%

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

PBUS vs DIA Returns, Every Period

InvescoPBUS

+10.9%

5 years, per year

DIASPDR

+9.3%

5 years, per year

PBUSDIAFaded: behind in that period

3–1PBUS wins

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

PBUS vs DIA

YTD

InvescoPBUS

+8.5%

DIASPDR

+7.8%

+8.5%Year to date+7.8%

−9.0%Worst drop · 1Y−9.8%

13.8%Volatility · 1Y13.4%

1.0%Yield1.4%

$10.7BAssets$45.9B

2–2level

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

Cost, Income and Risk

Fees: PBUS, DIA, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

PBUS0.04%$4

DIA0.16%$16

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

Yields: PBUS, DIA, VUG

1.40%highest, DIA

FundTrailing yieldYield$10k

DIA1.40%$140

PBUS1.05%$105

VUG0.42%$42

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

Income After Fees on $10,000

$124most kept, DIA

DIA$140 − $16 = $124

PBUS$105 − $4 = $101

VUG$42 − $3 = $39

KeptFee

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

Overlap: PBUS, DIA, VUG

Today

54.7%most shared, PBUS and VUG

PBUSDIAVUG

PBUS—29.8%54.7%

DIA29.8%—20.7%

VUG54.7%20.7%—

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

Return vs Bumpiness: 3 ETFs

+9.9%DIA, at 13.4% volatility

DIAWorst drop−9.8%13.4% vol

PBUSWorst drop−9.0%13.8% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

DIAPBUS

+7.8%Year to date+8.5%

1.4%Yield1.0%

+9.9%Past year+9.2%

0.16%Fee0.04%

2–2level

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