Compare · 3 funds side by side · dividends reinvested

SIZE, DIA and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,693DIA · best of the three

02 / 04

SIZE, DIA and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Size Factor ETFUS Stock Styles · Large cap0.15%1.39%+11.1%+13.6%+18.4%+7.2%−8.0%13.2%$441M1.5

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.40%+8.2%+10.8%+17.7%+9.4%−9.8%13.4%$44.9B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: SIZE 2013 · DIA 1998 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Size Factor ETF · $441M$14,165

SIZE

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B$15,693

$10,000 five years ago, dividends reinvested · they hold 5.4% in common

SIZEMeasureDIA

+11.1%Year to dateJan 1 → Nov 5+8.2%

+13.6%1 yearTotal return+10.8%

+18.4%3 years · per year$10,000 became $16,580 · $16,322+17.7%

+7.2%5 years · per year$10,000 became $14,165 · $15,693+9.4%

0.15%Expense ratio$15 · $16 a year on $10k · lower is better0.16%

1.39%Trailing 12-mo yield$139 · $140 a year on $10k1.40%

−8.0%Worst dropSmaller is better−9.8%

13.2%VolatilityLower is calmer13.4%

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

6–2SIZE wins

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

More Ways to See the Pairs

SIZE vs DIA: Top 5 Holdings

Today

SIZE

2.0%in top 5

DIA

in top 533.3%

SIZEStockDIA

not top 5GS10.3%

not top 5CAT6.6%

not top 5MSFT6.2%

not top 5AMGN5.3%

not top 5V4.9%

0.4%OKTAnot top 5

0.4%SNnot top 5

0.4%TEAMnot top 5

0.4%KMBnot top 5

0.4%NTRAnot top 5

Held in common5.4%

End-of-day Nov 5, 2026 · share of each fund

SIZE vs DIA Returns, Every Period

iSharesSIZE

+7.2%

5 years, per year

DIASPDR

+9.4%

5 years, per year

SIZEDIAFaded: behind in that period

3–1SIZE wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SIZE vs DIA

YTD

iSharesSIZE

+11.1%

DIASPDR

+8.2%

+11.1%Year to date+8.2%

−8.0%Worst drop · 1Y−9.8%

13.2%Volatility · 1Y13.4%

1.4%Yield1.4%

$441MAssets$44.9B

3–0SIZE wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SIZE, DIA, IWF

Today

0.15%lowest, SIZE

FundExpense ratioFee$10k

SIZE0.15%$15

DIA0.16%$16

IWF0.18%$18

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SIZE, DIA, IWF

1.40%highest, DIA

FundTrailing yieldYield$10k

DIA1.40%$140

SIZE1.39%$139

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$124most kept, SIZE

SIZE$139 − $15 = $124

DIA$140 − $16 = $124

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SIZE, DIA, IWF

Today

21.6%most shared, DIA and IWF

SIZEDIAIWF

SIZE—5.4%20.9%

DIA5.4%—21.6%

IWF20.9%21.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.6%SIZE, at 13.2% volatility

SIZEWorst drop−8.0%13.2% vol

DIAWorst drop−9.8%13.4% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DIASIZE

+8.2%Year to date+11.1%

1.4%Yield1.4%

+10.8%Past year+13.6%

0.16%Fee0.15%

3–0SIZE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026