Compare · 3 funds side by side · dividends reinvested

PFFD, DIA and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

PFFD, DIA and VUG, 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%+7.8%+9.9%+17.3%+9.3%−9.8%13.4%$45.9B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.0

Global X - U.S. Preferred ETFUS Stock Styles · Large cap0.23%7.10%−5.6%−5.2%+4.5%−2.2%−9.4%8.2%$1.9B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: PFFD 2017 · DIA 1998 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Global X - U.S. Preferred ETF · $1.9B$8,938

PFFD

DIA

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

$10,000 five years ago, dividends reinvested

PFFDMeasureDIA

−5.6%Year to dateJan 1 → Nov 6+7.8%

−5.2%1 yearTotal return+9.9%

+4.5%3 years · per year$10,000 became $11,410 · $16,149+17.3%

−2.2%5 years · per year$10,000 became $8,938 · $15,590+9.3%

0.23%Expense ratio$23 · $16 a year on $10k · lower is better0.16%

7.10%Trailing 12-mo yield$710 · $140 a year on $10k1.40%

−9.4%Worst dropSmaller is better−9.8%

8.2%VolatilityLower is calmer13.4%

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

3–5DIA wins

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

More Ways to See the Pairs

PFFD vs DIA: Top 5 Holdings

Today

PFFD

[…]in top 5

DIA

in top 532.7%

PFFDStockDIA

not top 5GS10.0%

not top 5CAT6.4%

not top 5MSFT6.2%

not top 5AMGN5.3%

not top 5V4.9%

Held in common[…]

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

PFFD vs DIA Returns, Every Period

Global XPFFD

−2.2%

5 years, per year

DIASPDR

+9.3%

5 years, per year

PFFDDIAFaded: behind in that period

0–4DIA wins

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

PFFD vs DIA

YTD

Global XPFFD

−5.6%

DIASPDR

+7.8%

−5.6%Year to date+7.8%

−9.4%Worst drop · 1Y−9.8%

8.2%Volatility · 1Y13.4%

7.1%Yield1.4%

$1.9BAssets$45.9B

3–1PFFD wins

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

Cost, Income and Risk

Fees: PFFD, DIA, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DIA0.16%$16

PFFD0.23%$23

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

Yields: PFFD, DIA, VUG

7.10%highest, PFFD

FundTrailing yieldYield$10k

PFFD7.10%$710

DIA1.40%$140

VUG0.42%$42

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

Income After Fees on $10,000

$687most kept, PFFD

PFFD$710 − $23 = $687

DIA$140 − $16 = $124

VUG$42 − $3 = $39

KeptFee

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

Overlap: PFFD, DIA, VUG

Today

20.7%most shared, DIA and VUG

PFFDDIAVUG

PFFD—[…][…]

DIA[…]—20.7%

VUG[…]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

PFFDWorst drop−9.4%8.2% vol

DIAWorst drop−9.8%13.4% 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

PFFDDIA

−5.6%Year to date+7.8%

7.1%Yield1.4%

−5.2%Past year+9.9%

0.23%Fee0.16%

3–1DIA 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