Compare · 2 funds side by side · dividends reinvested

UPSD and DIA

UPSDAptus×DIASPDR×
$7.5k$10k$12.5k$15k$17.5kLow $8,332 · 2022DIA$15,693Oct 2021Nov 2026Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,693DIA · best of the two
02 / 04

UPSD 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%$44.9B1.3
ETF Series Solutions - Aptus Large Cap Upside ETFUS Stock Styles · Large cap0.79%0.58%+14.7%+15.5%[…][…]−11.9%14.4%$132M1.7
Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 5, 2026 · returns include dividends · since: UPSD 2024 · DIA 1998
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Head to Head

5Y
ETF Series Solutions - Aptus Large Cap Upside ETF · $132M[…]
UPSD
DIA
State Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B$15,693

$10,000 five years ago, dividends reinvested · they hold 19.4% in common

UPSDMeasureDIA
+14.7%Year to dateJan 1 → Nov 5+12.2%
+15.5%1 yearTotal return+14.2%
[…]3 years · per year$10,000 became […] · $16,984+19.3%
[…]5 years · per year$10,000 became […] · $16,375+10.4%
0.79%Expense ratio$79 · $16 a year on $10k · lower is better0.16%
0.58%Trailing 12-mo yield$58 · $135 a year on $10k1.35%
−11.9%Worst dropSmaller is better−9.8%
14.4%VolatilityLower is calmer12.9%
UPSDDIA Winner of the row, in its colourEach row: the bigger of the two fills its side
2–4DIA wins
End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
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More Ways to See the Pairs

UPSD vs DIA: Top 5 Holdings

Today
17.3%in top 5
DIA
in top 533.3%
UPSDStockDIA
not top 5GS10.3%
not top 5CAT6.6%
3.6%MSFT6.2%
not top 5AMGN5.3%
5.1%AAPLnot top 5
4.9%NVDAnot top 5
not top 5V4.9%
1.9%AMZNnot top 5
1.8%MUnot top 5
Held in common19.4%
End-of-day Nov 5, 2026 · share of each fund
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UPSD vs DIA Returns, Every Period

1Y
AptusUPSD
+15.5%
past year
DIASPDR
+14.2%
past year
0%+5%+10%+15%+20%+14.7%+12.2%YTD+15.5%+14.2%1 year
UPSDDIAFaded: behind in that period
2–0UPSD wins
End-of-day Nov 5, 2026 · dividends in · faded = behind in that period
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UPSD vs DIA

YTD
AptusUPSD
+14.7%
DIASPDR
+12.2%
Jan 1Nov 5+14.7%+12.2%
+14.7%Year to date+12.2%
−11.9%Worst drop · 1Y−9.8%
14.4%Volatility · 1Y12.9%
0.6%Yield1.3%
$132MAssets$44.9B
3–1DIA wins
End-of-day Nov 5, 2026 · smaller drop and lower volatility win
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Cost, Income and Risk

Fees: UPSD, DIA

Today
0.16%lowest, DIA
FundExpense ratioFee$10k
DIA0.16%$16
UPSD0.79%$79
End-of-day Nov 5, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: UPSD, DIA

1Y
1.35%highest, DIA
FundTrailing yieldYield$10k
DIA1.35%$135
UPSD0.58%$58
End-of-day Nov 5, 2026 · trailing 12-month yield
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Income After Fees on $10,000

1Y
$119most kept, DIA
DIA$135 − $16 = $119
UPSD$58 − $79 = −$21
KeptFee
End-of-day Nov 5, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: UPSD, DIA

Today
19.4%most shared, UPSD and DIA
UPSDDIA
UPSD—19.4%
DIA19.4%—
End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus
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Return vs Bumpiness: 2 ETFs

1Y
+15.5%UPSD, at 14.4% volatility
0%+5%+10%+15%+20%5%10%15%20%Volatility · 1 year → bumpierUPSD +15.5%DIA +14.2%
DIAWorst drop−9.8%12.9% vol
UPSDWorst drop−11.9%14.4% vol
End-of-day Nov 5, 2026 · up and left is better
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Paid More vs Made More

YTD
Jan 1Nov 5+12.2%+14.7%
+12.2%Year to date+14.7%
1.3%Yield0.6%
+14.2%Past year+15.5%
0.16%Fee0.79%
2–2level
End-of-day Nov 5, 2026
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Popular Pairs Near These Two

SCHD vs VIG

YTD
SchwabSCHD
+35.3%
VIGVanguard
+16.4%
Jan 1Nov 5+35.3%+16.4%
+35.3%Year to date+16.4%
2.9%Yield1.4%
$123BAssets$109B
2–0SCHD wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+8.5%
JEPIJ.P. Morgan
+8.8%
Jan 1Nov 5+8.5%+8.8%
+8.5%Year to date+8.8%
12.2%Yield7.8%
$42.1BAssets$46.1B
1–1level
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

SPYM vs SPY

YTD
SPDRSPYM
+13.4%
SPYSPDR
+13.3%
Jan 1Nov 5+13.4%+13.3%
+13.4%Year to date+13.3%
1.0%Yield1.0%
$182BAssets$805B
1–0SPYM wins
End-of-day Nov 5, 2026
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