Compare · 2 funds side by side · dividends reinvested

USMC and DIA

USMCPrincipal×DIASPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,971USMC · best of the two

02 / 04

USMC and DIA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Principal U.S. Mega-Cap ETFUS Stock Styles · Large cap0.12%0.74%+11.1%+9.8%+23.4%+13.7%−10.0%12.6%$4.9B1.5

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%$45.1B1.5

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: USMC 2017 · DIA 1998

Head to Head

Swap sides Versus in desk

Head to Head

Principal U.S. Mega-Cap ETF · $4.9B$18,971

USMC

DIA

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

$10,000 five years ago, dividends reinvested · they hold 34.5% in common

USMCMeasureDIA

+11.1%Year to dateJan 1 → Nov 4+12.2%

+9.8%1 yearTotal return+14.2%

+23.4%3 years · per year$10,000 became $18,806 · $16,984+19.3%

+13.7%5 years · per year$10,000 became $18,971 · $16,375+10.4%

0.12%Expense ratio$12 · $16 a year on $10k · lower is better0.16%

0.74%Trailing 12-mo yield$74 · $135 a year on $10k1.35%

−10.0%Worst dropSmaller is better−9.8%

12.6%VolatilityLower is calmer12.9%

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

4–4Level

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

More Ways to See the Pairs

USMC vs DIA: Top 5 Holdings

Today

USMC

31.5%in top 5

DIA

in top 533.5%

USMCStockDIA

not top 5GS10.3%

7.6%NVDAnot top 5

7.4%AAPLnot top 5

not top 5CAT7.2%

5.9%MSFT6.0%

5.4%MAnot top 5

not top 5AMGN5.3%

5.2%COSTnot top 5

not top 5V4.8%

Held in common34.5%

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

USMC vs DIA Returns, Every Period

PrincipalUSMC

+13.7%

5 years, per year

DIASPDR

+10.4%

5 years, per year

USMCDIAFaded: behind in that period

2–2Level

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

USMC vs DIA

YTD

PrincipalUSMC

+11.1%

DIASPDR

+12.2%

+11.1%Year to date+12.2%

−10.0%Worst drop · 1Y−9.8%

12.6%Volatility · 1Y12.9%

0.7%Yield1.3%

$4.9BAssets$45.1B

3–1DIA wins

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

Cost, Income and Risk

Fees: USMC, DIA

Today

0.12%lowest, USMC

FundExpense ratioFee$10k

USMC0.12%$12

DIA0.16%$16

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

Yields: USMC, DIA

1.35%highest, DIA

FundTrailing yieldYield$10k

DIA1.35%$135

USMC0.74%$74

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

Income After Fees on $10,000

$119most kept, DIA

DIA$135 − $16 = $119

USMC$74 − $12 = $62

KeptFee

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

Overlap: USMC, DIA

Today

34.5%most shared, USMC and DIA

USMCDIA

USMC—34.5%

DIA34.5%—

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

USMCWorst drop−10.0%12.6% vol

DIAWorst drop−9.8%12.9% vol

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

Paid More vs Made More

YTD

DIAUSMC

+12.2%Year to date+11.1%

1.3%Yield0.7%

+14.2%Past year+9.8%

0.16%Fee0.12%

3–1DIA 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