Compare · 3 funds side by side · dividends reinvested

SMMD, DIA and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,590DIA · best of the three

02 / 04

SMMD, 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%1.40%+7.8%+9.9%+17.3%+9.3%−9.8%13.4%$45.3B1.6

iShares Russell 2500 ETFUS Stock Styles · Large cap0.23%1.17%+14.5%+16.9%+19.8%+6.3%−9.7%17.0%$4.1B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: SMMD 2017 · DIA 1998 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2500 ETF · $4.1B$13,594

SMMD

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.3B$15,590

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

SMMDMeasureDIA

+14.5%Year to dateJan 1 → Nov 6+7.8%

+16.9%1 yearTotal return+9.9%

+19.8%3 years · per year$10,000 became $17,204 · $16,149+17.3%

+6.3%5 years · per year$10,000 became $13,594 · $15,590+9.3%

0.23%Expense ratio$23 · $16 a year on $10k · lower is better0.16%

1.17%Trailing 12-mo yield$117 · $140 a year on $10k1.40%

−9.7%Worst dropSmaller is better−9.8%

17.0%VolatilityLower is calmer13.4%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SMMD vs DIA: Top 5 Holdings

Today

SMMD

1.6%in top 5

DIA

in top 532.7%

SMMDStockDIA

not top 5GS10.0%

not top 5CAT6.4%

not top 5MSFT6.2%

not top 5AMGN5.3%

not top 5V4.9%

0.3%USFDnot top 5

0.3%THCnot top 5

0.3%ATInot top 5

0.3%RGLDnot top 5

0.3%VTRSnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

SMMD vs DIA Returns, Every Period

iSharesSMMD

+6.3%

5 years, per year

DIASPDR

+9.3%

5 years, per year

SMMDDIAFaded: behind in that period

3–1SMMD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

SMMD vs DIA

YTD

iSharesSMMD

+14.5%

DIASPDR

+7.8%

+14.5%Year to date+7.8%

−9.7%Worst drop · 1Y−9.8%

17.0%Volatility · 1Y13.4%

1.2%Yield1.4%

$4.1BAssets$45.3B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMMD, DIA, IWF

Today

0.16%lowest, DIA

FundExpense ratioFee$10k

DIA0.16%$16

IWF0.18%$18

SMMD0.23%$23

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SMMD, DIA, IWF

1.40%highest, DIA

FundTrailing yieldYield$10k

DIA1.40%$140

SMMD1.17%$117

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$124most kept, DIA

DIA$140 − $16 = $124

SMMD$117 − $23 = $94

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SMMD, DIA, IWF

Today

21.7%most shared, DIA and IWF

SMMDDIAIWF

SMMD—0.0%2.4%

DIA0.0%—21.7%

IWF2.4%21.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+16.9%SMMD, at 17.0% volatility

DIAWorst drop−9.8%13.4% vol

SMMDWorst drop−9.7%17.0% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DIASMMD

+7.8%Year to date+14.5%

1.4%Yield1.2%

+9.9%Past year+16.9%

0.16%Fee0.23%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026