Compare · 3 funds side by side · dividends reinvested

SIZE, DIA and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,927IWF · best of the three

Story of the three · IncomeMost incomeDIA · 1.37% · $137 a year on $10k

Story of the three · RiskSmallest drop

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%1.35%+14.5%+15.4%+18.1%+7.5%−8.0%13.4%$435M1.5

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.37%+10.3%+12.3%+17.3%+9.6%−9.8%13.6%$45.3B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$117B2.5

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

End-of-day Nov 11, 2026 · returns include dividends · since: SIZE 2013 · DIA 1998 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares MSCI USA Size Factor ETF · $435M$14,386

SIZE

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.3B$15,815

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

SIZE

More Ways to See the Pairs

SIZE vs DIA: Top 5 Holdings

Today

SIZE

1.9%in top 5

DIA

in top 533.1%

SIZEStockDIA

not top 5GS10.3%

not top 5CAT6.6%

not top 5MSFT6.1%

not top 5AMGN5.3%

not top 5V4.8%

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 11, 2026 · fee on $10,000 a year

Yields: SIZE, DIA, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Measure

DIA

+14.5%Year to dateJan 1 → Nov 11+10.3%

+15.4%1 yearTotal return+12.3%

+18.1%3 years · per year$10,000 became $16,455 · $16,129+17.3%

+7.5%5 years · per year$10,000 became $14,386 · $15,815+9.6%

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

1.35%Trailing 12-mo yield$135 · $137 a year on $10k1.37%

−8.0%Worst dropSmaller is better−9.8%

13.4%VolatilityLower is calmer13.6%

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

6–2SIZE wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.4%SNnot top 5

0.4%OKTAnot top 5

0.4%KMBnot top 5

0.4%VMRKnot top 5

0.4%VEEVnot top 5

Held in common5.4%

End-of-day Nov 11, 2026 · share of each fund

SIZE vs DIA Returns, Every Period

5Y

iSharesSIZE

+7.5%

5 years, per year

DIASPDR

+9.6%

5 years, per year

SIZEDIAFaded: behind in that period

3–1SIZE wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

SIZE vs DIA

YTD

iSharesSIZE

+14.5%

DIASPDR

+10.3%

+14.5%Year to date+10.3%

−8.0%Worst drop · 1Y−9.8%

13.4%Volatility · 1Y13.6%

1.3%Yield1.4%

$435MAssets$45.3B

3–1SIZE wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

1.37%highest, DIA

FundTrailing yieldYield$10k

DIA1.37%$137

SIZE1.35%$135

IWF0.37%$37

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$121most kept, DIA

DIA$137 − $16 = $121

SIZE$135 − $15 = $120

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: SIZE, DIA, IWF

Today

21.3%most shared, DIA and IWF

SIZEDIAIWF

SIZE—5.4%21.0%

DIA5.4%—21.3%

IWF21.0%21.3%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+15.4%SIZE, at 13.4% volatility

SIZEWorst drop−8.0%13.4% vol

DIAWorst drop−9.8%13.6% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

DIASIZE

+10.3%Year to date+14.5%

1.4%Yield1.3%

+12.3%Past year+15.4%

0.16%Fee0.15%

3–1SIZE wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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SIZE, DIA and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three