Compare · 2 funds side by side · dividends reinvested

SPD and DIA

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375DIA · best of the two

02 / 04

SPD and DIA, 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%$45.1B1.0

Simplify US Equity PLUS Downside Convexity ETFUS Stock Styles · Large cap0.53%1.21%+6.2%+3.9%+18.8%+6.8%−10.5%13.8%$77M2.0

Rank among the two1st → 2ndFee, 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: SPD 2020 · DIA 1998

Head to Head

Swap sides Versus in desk

Head to Head

Simplify US Equity PLUS Downside Convexity ETF · $77M$13,876

SPD

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.1B$16,375

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

SPDMeasureDIA

+6.2%Year to dateJan 1 → Nov 4+12.2%

+3.9%1 yearTotal return+14.2%

+18.8%3 years · per year$10,000 became $16,746 · $16,984+19.3%

+6.8%5 years · per year$10,000 became $13,876 · $16,375+10.4%

0.53%Expense ratio$53 · $16 a year on $10k · lower is better0.16%

1.21%Trailing 12-mo yield$121 · $135 a year on $10k1.35%

−10.5%Worst dropSmaller is better−9.8%

13.8%VolatilityLower is calmer12.9%

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

0–8DIA wins

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

More Ways to See the Pairs

SPD vs DIA: Top 5 Holdings

Today

SPD

91.5%in top 5

DIA

in top 533.5%

SPDStockDIA

91.5%IVVnot top 5

not top 5GS10.3%

not top 5CAT7.2%

not top 5MSFT6.0%

not top 5AMGN5.3%

not top 5V4.8%

Held in common0.0%

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

SPD vs DIA Returns, Every Period

SimplifySPD

+6.8%

5 years, per year

DIASPDR

+10.4%

5 years, per year

SPDDIAFaded: behind in that period

0–4DIA wins

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

SPD vs DIA

YTD

SimplifySPD

+6.2%

DIASPDR

+12.2%

+6.2%Year to date+12.2%

−10.5%Worst drop · 1Y−9.8%

13.8%Volatility · 1Y12.9%

1.2%Yield1.3%

$77.1MAssets$45.1B

4–0DIA wins

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

Cost, Income and Risk

Fees: SPD, DIA

Today

0.16%lowest, DIA

FundExpense ratioFee$10k

DIA0.16%$16

SPD0.53%$53

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

Yields: SPD, DIA

1.35%highest, DIA

FundTrailing yieldYield$10k

DIA1.35%$135

SPD1.21%$121

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

Income After Fees on $10,000

$119most kept, DIA

DIA$135 − $16 = $119

SPD$121 − $53 = $68

KeptFee

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

Overlap: SPD, DIA

Today

0.0%most shared, SPD and DIA

SPDDIA

SPD—0.0%

DIA0.0%—

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

Return vs Bumpiness: 2 ETFs

+14.2%DIA, at 12.9% volatility

DIAWorst drop−9.8%12.9% vol

SPDWorst drop−10.5%13.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DIASPD

+12.2%Year to date+6.2%

1.3%Yield1.2%

+14.2%Past year+3.9%

0.16%Fee0.53%

4–0DIA wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026