Compare · 3 funds side by side · dividends reinvested

RAFE, DIA and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,468RAFE · best of the three

Story of the three · IncomeMost incomeRAFE · 1.44% · $144 a year on $10k

Story of the three · RiskSmallest drop

RAFE, DIA and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

PIMCO RAFI ESG U.S. ETFUS Stock Styles · Large cap0.29%1.44%+23.6%+28.1%+22.3%+11.8%−7.5%12.1%$177M1.3

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.38%+9.8%+12.7%+17.1%+9.5%−9.8%13.6%$45.3B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$117B2.8

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

End-of-day Nov 10, 2026 · returns include dividends · since: RAFE 2019 · DIA 1998 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

PIMCO RAFI ESG U.S. ETF · $177M$17,468

RAFE

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.3B$15,777

$10,000 five years ago, dividends reinvested · they hold 30.2% in common

RAFE

More Ways to See the Pairs

RAFE vs DIA: Top 5 Holdings

Today

RAFE

19.1%in top 5

DIA

in top 533.3%

RAFEStockDIA

not top 5GS10.3%

not top 5CAT6.8%

5.4%MSFT6.2%

5.5%AAPLnot top 5

not top 5AMGN

Cost, Income and Risk

Fees: RAFE, DIA, IWF

Today

0.16%lowest, DIA

FundExpense ratioFee$10k

DIA0.16%$16

IWF0.18%$18

RAFE0.29%$29

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

Yields: RAFE, DIA, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Measure

DIA

+23.6%Year to dateJan 1 → Nov 10+9.8%

+28.1%1 yearTotal return+12.7%

+22.3%3 years · per year$10,000 became $18,304 · $16,066+17.1%

+11.8%5 years · per year$10,000 became $17,468 · $15,777+9.5%

0.29%Expense ratio$29 · $16 a year on $10k · lower is better0.16%

1.44%Trailing 12-mo yield$144 · $138 a year on $10k1.38%

−7.5%Worst dropSmaller is better−9.8%

12.1%VolatilityLower is calmer13.6%

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

7–1RAFE wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.3%

not top 5V4.8%

3.1%JNJnot top 5

2.7%UNHnot top 5

2.4%JPMnot top 5

Held in common30.2%

End-of-day Nov 10, 2026 · share of each fund

RAFE vs DIA Returns, Every Period

5Y

PIMCORAFE

+11.8%

5 years, per year

DIASPDR

+9.5%

5 years, per year

RAFEDIAFaded: behind in that period

4–0RAFE wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

RAFE vs DIA

YTD

PIMCORAFE

+23.6%

DIASPDR

+9.8%

+23.6%Year to date+9.8%

−7.5%Worst drop · 1Y−9.8%

12.1%Volatility · 1Y13.6%

1.4%Yield1.4%

$177MAssets$45.3B

3–0RAFE wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.44%highest, RAFE

FundTrailing yieldYield$10k

RAFE1.44%$144

DIA1.38%$138

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$122most kept, DIA

DIA$138 − $16 = $122

RAFE$144 − $29 = $115

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: RAFE, DIA, IWF

Today

30.2%most shared, RAFE and DIA

RAFEDIAIWF

RAFE—30.2%25.8%

DIA30.2%—21.5%

IWF25.8%21.5%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+28.1%RAFE, at 12.1% volatility

RAFEWorst drop−7.5%12.1% vol

DIAWorst drop−9.8%13.6% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

RAFEDIA

+23.6%Year to date+9.8%

1.4%Yield1.4%

+28.1%Past year+12.7%

0.29%Fee0.16%

2–1RAFE wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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RAFE, DIA and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three