Compare · 3 funds side by side · dividends reinvested

SPTM, DIA and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,906SPTM · best of the three

02 / 04

SPTM, DIA and VUG, 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%1.10%+9.0%+10.2%+21.4%+11.1%−8.7%13.5%$13.6B1.4

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%$45.3B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.4

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: SPTM 2000 · DIA 1998 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF · $13.6B$16,906

SPTM

DIA

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

$10,000 five years ago, dividends reinvested · they hold 28.5% in common

SPTMMeasureDIA

+9.0%Year to dateJan 1 → Nov 6+7.8%

+10.2%1 yearTotal return+9.9%

+21.4%3 years · per year$10,000 became $17,907 · $16,149+17.3%

+11.1%5 years · per year$10,000 became $16,906 · $15,590+9.3%

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

1.10%Trailing 12-mo yield$110 · $140 a year on $10k1.40%

−8.7%Worst dropSmaller is better−9.8%

13.5%VolatilityLower is calmer13.4%

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

6–2SPTM wins

End-of-day Nov 6, 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

25.6%in top 5

DIA

in top 532.7%

SPTMStockDIA

not top 5GS10.0%

7.3%AAPLnot top 5

6.4%NVDAnot top 5

not top 5CAT6.4%

5.8%MSFT6.2%

not top 5AMGN5.3%

not top 5V4.9%

3.7%AMZNnot top 5

2.4%GOOGLnot top 5

Held in common28.5%

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

SPTM vs DIA Returns, Every Period

SPDRSPTM

+11.1%

5 years, per year

DIASPDR

+9.3%

5 years, per year

SPTMDIAFaded: behind in that period

4–0SPTM wins

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

SPTM vs DIA

YTD

SPDRSPTM

+9.0%

DIASPDR

+7.8%

+9.0%Year to date+7.8%

−8.7%Worst drop · 1Y−9.8%

13.5%Volatility · 1Y13.4%

1.1%Yield1.4%

$13.6BAssets$45.3B

2–2level

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

Cost, Income and Risk

Fees: SPTM, DIA, VUG

Today

0.03%lowest, SPTM

FundExpense ratioFee$10k

SPTM0.03%$3

VUG0.03%$3

DIA0.16%$16

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

Yields: SPTM, DIA, VUG

1.40%highest, DIA

FundTrailing yieldYield$10k

DIA1.40%$140

SPTM1.10%$110

VUG0.42%$42

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

Income After Fees on $10,000

$124most kept, DIA

DIA$140 − $16 = $124

SPTM$110 − $3 = $107

VUG$42 − $3 = $39

KeptFee

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

Overlap: SPTM, DIA, VUG

Today

50.7%most shared, SPTM and VUG

SPTMDIAVUG

SPTM—28.5%50.7%

DIA28.5%—20.7%

VUG50.7%20.7%—

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

Return vs Bumpiness: 3 ETFs

+10.2%SPTM, at 13.5% volatility

DIAWorst drop−9.8%13.4% vol

SPTMWorst drop−8.7%13.5% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

DIASPTM

+7.8%Year to date+9.0%

1.4%Yield1.1%

+9.9%Past year+10.2%

0.16%Fee0.03%

3–1SPTM wins

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