Compare · 3 funds side by side · dividends reinvested

PFFA, DIA and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,559IWF · best of the three

02 / 04

PFFA, 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%1.35%+12.2%+14.2%+19.3%+10.4%−9.8%12.9%$45.1B1.5

Virtus InfraCap U.S. Preferred Stock ETFUS Stock Styles · Large cap2.11%10.90%−4.5%−1.9%+11.9%+4.0%−10.7%8.4%$2.2B2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$120B2.3

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

End-of-day Nov 4, 2026 · returns include dividends · since: PFFA 2018 · DIA 1998 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Virtus InfraCap U.S. Preferred Stock ETF · $2.2B$12,194

PFFA

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.1B$16,375

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

PFFAMeasureDIA

−4.5%Year to dateJan 1 → Nov 4+12.2%

−1.9%1 yearTotal return+14.2%

+11.9%3 years · per year$10,000 became $14,006 · $16,984+19.3%

+4.0%5 years · per year$10,000 became $12,194 · $16,375+10.4%

2.11%Expense ratio$211 · $16 a year on $10k · lower is better0.16%

10.90%Trailing 12-mo yield$1,090 · $135 a year on $10k1.35%

−10.7%Worst dropSmaller is better−9.8%

8.4%VolatilityLower is calmer12.9%

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

2–6DIA wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PFFA vs DIA: Top 5 Holdings

Today

PFFA

13.0%in top 5

DIA

in top 533.5%

PFFAStockDIA

not top 5GS10.3%

not top 5CAT7.2%

not top 5MSFT6.0%

not top 5AMGN5.3%

not top 5V4.8%

3.2%STRDnot top 5

2.9%FLG-PAnot top 5

2.4%ET-PInot top 5

2.3%CTGGnot top 5

2.3%TDS-PVnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

PFFA vs DIA Returns, Every Period

VirtusPFFA

+4.0%

5 years, per year

DIASPDR

+10.4%

5 years, per year

PFFADIAFaded: behind in that period

0–4DIA wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

PFFA vs DIA

YTD

VirtusPFFA

−4.5%

DIASPDR

+12.2%

−4.5%Year to date+12.2%

−10.7%Worst drop · 1Y−9.8%

8.4%Volatility · 1Y12.9%

10.9%Yield1.3%

$2.2BAssets$45.1B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PFFA, DIA, IWF

Today

0.16%lowest, DIA

FundExpense ratioFee$10k

DIA0.16%$16

IWF0.18%$18

PFFA2.11%$211

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PFFA, DIA, IWF

10.90%highest, PFFA

FundTrailing yieldYield$10k

PFFA10.90%$1,090

DIA1.35%$135

IWF0.37%$37

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$879most kept, PFFA

PFFA$1,090 − $211 = $879

DIA$135 − $16 = $119

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: PFFA, DIA, IWF

Today

21.3%most shared, DIA and IWF

PFFADIAIWF

PFFA—0.0%0.0%

DIA0.0%—21.3%

IWF0.0%21.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.2%DIA, at 12.9% volatility

PFFAWorst drop−10.7%8.4% vol

DIAWorst drop−9.8%12.9% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

PFFADIA

−4.5%Year to date+12.2%

10.9%Yield1.3%

−1.9%Past year+14.2%

2.11%Fee0.16%

3–1DIA wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026