Compare · 3 funds side by side · dividends reinvested

SIZE, DIA and VUG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,394VUG · best of the three

Story of the three · IncomeMost incomeDIA · 1.38% · $138 a year on $10k

Story of the three · RiskSmallest drop

SIZE, DIA and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Size Factor ETFUS Stock Styles · Large cap0.15%1.36%+13.2%+15.0%+17.4%+7.4%−8.0%13.4%$435M1.6

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%$44.0B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B2.3

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

End-of-day Nov 10, 2026 · returns include dividends · since: SIZE 2013 · DIA 1998 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares MSCI USA Size Factor ETF · $435M$14,293

SIZE

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $44.0B$15,777

$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

2.0%in top 5

DIA

in top 533.3%

SIZEStockDIA

not top 5GS10.3%

not top 5CAT6.8%

not top 5MSFT6.2%

not top 5AMGN5.3%

not top 5V4.8%

Cost, Income and Risk

Fees: SIZE, DIA, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SIZE0.15%$15

DIA0.16%$16

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

Yields: SIZE, DIA, VUG

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$61.4B

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

+13.2%Year to dateJan 1 → Nov 10+9.8%

+15.0%1 yearTotal return+12.7%

+17.4%3 years · per year$10,000 became $16,174 · $16,066+17.1%

+7.4%5 years · per year$10,000 became $14,293 · $15,777+9.5%

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

1.36%Trailing 12-mo yield$136 · $138 a year on $10k1.38%

−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 10, 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 10, 2026 · share of each fund

SIZE vs DIA Returns, Every Period

5Y

iSharesSIZE

+7.4%

5 years, per year

DIASPDR

+9.5%

5 years, per year

SIZEDIAFaded: behind in that period

3–1SIZE wins

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

SIZE vs DIA

YTD

iSharesSIZE

+13.2%

DIASPDR

+9.8%

+13.2%Year to date+9.8%

−8.0%Worst drop · 1Y−9.8%

13.4%Volatility · 1Y13.6%

1.4%Yield1.4%

$435MAssets$44.0B

3–0SIZE wins

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

1Y

1.38%highest, DIA

FundTrailing yieldYield$10k

DIA1.38%$138

SIZE1.36%$136

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$122most kept, DIA

DIA$138 − $16 = $122

SIZE$136 − $15 = $121

VUG$41 − $3 = $38

KeptFee

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

Overlap: SIZE, DIA, VUG

Today

20.7%most shared, DIA and VUG

SIZEDIAVUG

SIZE—5.4%18.0%

DIA5.4%—20.7%

VUG18.0%20.7%—

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

Return vs Bumpiness: 3 ETFs

1Y

+15.0%SIZE, at 13.4% volatility

SIZEWorst drop−8.0%13.4% vol

DIAWorst drop−9.8%13.6% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

DIASIZE

+9.8%Year to date+13.2%

1.4%Yield1.4%

+12.7%Past year+15.0%

0.16%Fee0.15%

3–0SIZE wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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SIZE, DIA and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three