Compare · 3 funds side by side · dividends reinvested

SCDS, 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

SCDS, 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%$44.9B1.6

JPMorgan Fundamental Data Science Small Core ETFUS Stock Styles · Large cap0.40%1.09%+23.3%+25.1%[…][…]−9.7%17.3%$9M1.7

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B2.4

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

End-of-day Nov 4, 2026 · returns include dividends · since: SCDS 2024 · DIA 1998 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Fundamental Data Science Small Core ETF · $9M[…]

SCDS

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B$16,375

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

SCDSMeasureDIA

+23.3%Year to dateJan 1 → Nov 4+12.2%

+25.1%1 yearTotal return+14.2%

[…]3 years · per year$10,000 became […] · $16,984+19.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

0.40%Expense ratio$40 · $16 a year on $10k · lower is better0.16%

1.09%Trailing 12-mo yield$109 · $135 a year on $10k1.35%

−9.7%Worst dropSmaller is better−9.8%

17.3%VolatilityLower is calmer12.9%

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

3–3Level

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

More Ways to See the Pairs

SCDS vs DIA: Top 5 Holdings

Today

SCDS

4.9%in top 5

DIA

in top 533.5%

SCDSStockDIA

not top 5GS10.3%

not top 5CAT7.2%

not top 5MSFT6.0%

not top 5AMGN5.3%

not top 5V4.8%

1.1%RHPnot top 5

1.0%LTHnot top 5

0.9%WSFSnot top 5

0.9%TWSTnot top 5

0.9%MOG-Anot top 5

Held in common0.0%

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

SCDS vs DIA Returns, Every Period

J.P. MorganSCDS

+25.1%

past year

DIASPDR

+14.2%

past year

SCDSDIAFaded: behind in that period

2–0SCDS wins

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

SCDS vs DIA

YTD

J.P. MorganSCDS

+23.3%

DIASPDR

+12.2%

+23.3%Year to date+12.2%

−9.7%Worst drop · 1Y−9.8%

17.3%Volatility · 1Y12.9%

1.1%Yield1.3%

$9.5MAssets$44.9B

2–2level

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

Cost, Income and Risk

Fees: SCDS, DIA, IWF

Today

0.16%lowest, DIA

FundExpense ratioFee$10k

DIA0.16%$16

IWF0.18%$18

SCDS0.40%$40

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

Yields: SCDS, DIA, IWF

1.35%highest, DIA

FundTrailing yieldYield$10k

DIA1.35%$135

SCDS1.09%$109

IWF0.37%$37

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

Income After Fees on $10,000

$119most kept, DIA

DIA$135 − $16 = $119

SCDS$109 − $40 = $69

IWF$37 − $18 = $19

KeptFee

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

Overlap: SCDS, DIA, IWF

Today

21.3%most shared, DIA and IWF

SCDSDIAIWF

SCDS—0.0%0.9%

DIA0.0%—21.3%

IWF0.9%21.3%—

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

Return vs Bumpiness: 3 ETFs

+25.1%SCDS, at 17.3% volatility

DIAWorst drop−9.8%12.9% vol

SCDSWorst drop−9.7%17.3% 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

DIASCDS

+12.2%Year to date+23.3%

1.3%Yield1.1%

+14.2%Past year+25.1%

0.16%Fee0.40%

2–2level

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$62.5B

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026