Compare · 3 funds side by side · dividends reinvested

SPTM, DIA and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,251SPTM · best of the three

02 / 04

SPTM, DIA and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFUS Stock Styles · Large cap0.03%1.07%+11.6%+14.0%+21.6%+11.5%−8.7%13.6%$13.7B1.3

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.37%+10.1%+13.2%+17.5%+9.7%−9.8%13.6%$44.0B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.8

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

End-of-day Nov 9, 2026 · returns include dividends · since: SPTM 2000 · DIA 1998 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF · $13.7B$17,251

SPTM

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $44.0B$15,889

$10,000 five years ago, dividends reinvested · they hold 28.4% in common

SPTMMeasureDIA

+11.6%Year to dateJan 1 → Nov 9+10.1%

+14.0%1 yearTotal return+13.2%

+21.6%3 years · per year$10,000 became $17,985 · $16,221+17.5%

+11.5%5 years · per year$10,000 became $17,251 · $15,889+9.7%

0.03%Expense ratio$3 · $16 a year on $10k · lower is better0.16%

1.07%Trailing 12-mo yield$107 · $137 a year on $10k1.37%

−8.7%Worst dropSmaller is better−9.8%

13.6%VolatilityLower is calmer13.6%

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

6–1SPTM wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPTM vs DIA: Top 5 Holdings

Today

SPTM

25.7%in top 5

DIA

in top 532.9%

SPTMStockDIA

not top 5GS10.0%

7.3%AAPLnot top 5

6.6%NVDAnot top 5

not top 5CAT6.5%

5.7%MSFT6.1%

not top 5AMGN5.3%

not top 5V4.9%

3.7%AMZNnot top 5

2.4%GOOGLnot top 5

Held in common28.4%

End-of-day Nov 9, 2026 · share of each fund

SPTM vs DIA Returns, Every Period

SPDRSPTM

+11.5%

5 years, per year

DIASPDR

+9.7%

5 years, per year

SPTMDIAFaded: behind in that period

4–0SPTM wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

SPTM vs DIA

YTD

SPDRSPTM

+11.6%

DIASPDR

+10.1%

+11.6%Year to date+10.1%

−8.7%Worst drop · 1Y−9.8%

13.6%Volatility · 1Y13.6%

1.1%Yield1.4%

$13.7BAssets$44.0B

2–1SPTM wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPTM, DIA, IWF

Today

0.03%lowest, SPTM

FundExpense ratioFee$10k

SPTM0.03%$3

DIA0.16%$16

IWF0.18%$18

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SPTM, DIA, IWF

1.37%highest, DIA

FundTrailing yieldYield$10k

DIA1.37%$137

SPTM1.07%$107

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$121most kept, DIA

DIA$137 − $16 = $121

SPTM$107 − $3 = $104

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SPTM, DIA, IWF

Today

53.1%most shared, SPTM and IWF

SPTMDIAIWF

SPTM—28.4%53.1%

DIA28.4%—21.7%

IWF53.1%21.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.0%SPTM, at 13.6% volatility

DIAWorst drop−9.8%13.6% vol

SPTMWorst drop−8.7%13.6% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

DIASPTM

+10.1%Year to date+11.6%

1.4%Yield1.1%

+13.2%Past year+14.0%

0.16%Fee0.03%

3–1SPTM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026