Compare · 3 funds side by side · dividends reinvested

USXF, DIA and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,166USXF · best of the three

02 / 04

USXF, DIA and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares ESG Advanced MSCI USA ETFUS Stock Styles · Large cap0.10%0.88%+14.2%+12.0%+26.1%+12.7%−10.2%19.6%$1.4B1.6

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%$45.1B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$120B2.6

Rank among the three1st → 3rdFee, 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: USXF 2020 · DIA 1998 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares ESG Advanced MSCI USA ETF · $1.4B$18,166

USXF

DIA

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

$10,000 five years ago, dividends reinvested · they hold 8.9% in common

USXFMeasureDIA

+14.2%Year to dateJan 1 → Nov 4+12.2%

+12.0%1 yearTotal return+14.2%

+26.1%3 years · per year$10,000 became $20,049 · $16,984+19.3%

+12.7%5 years · per year$10,000 became $18,166 · $16,375+10.4%

0.10%Expense ratio$10 · $16 a year on $10k · lower is better0.16%

0.88%Trailing 12-mo yield$88 · $135 a year on $10k1.35%

−10.2%Worst dropSmaller is better−9.8%

19.6%VolatilityLower is calmer12.9%

USXFDIA 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

USXF vs DIA: Top 5 Holdings

Today

USXF

28.7%in top 5

DIA

in top 533.5%

USXFStockDIA

12.4%NVDAnot top 5

not top 5GS10.3%

not top 5CAT7.2%

6.2%AVGOnot top 5

not top 5MSFT6.0%

not top 5AMGN5.3%

2.9%V4.8%

4.0%MUnot top 5

3.3%AMDnot top 5

Held in common8.9%

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

USXF vs DIA Returns, Every Period

iSharesUSXF

+12.7%

5 years, per year

DIASPDR

+10.4%

5 years, per year

USXFDIAFaded: behind in that period

3–1USXF wins

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

USXF vs DIA

YTD

iSharesUSXF

+14.2%

DIASPDR

+12.2%

+14.2%Year to date+12.2%

−10.2%Worst drop · 1Y−9.8%

19.6%Volatility · 1Y12.9%

0.9%Yield1.3%

$1.4BAssets$45.1B

3–1DIA wins

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

Cost, Income and Risk

Fees: USXF, DIA, IWF

Today

0.10%lowest, USXF

FundExpense ratioFee$10k

USXF0.10%$10

DIA0.16%$16

IWF0.18%$18

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

Yields: USXF, DIA, IWF

1.35%highest, DIA

FundTrailing yieldYield$10k

DIA1.35%$135

USXF0.88%$88

IWF0.37%$37

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

Income After Fees on $10,000

$119most kept, DIA

DIA$135 − $16 = $119

USXF$88 − $10 = $78

IWF$37 − $18 = $19

KeptFee

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

Overlap: USXF, DIA, IWF

Today

43.5%most shared, USXF and IWF

USXFDIAIWF

USXF—8.9%43.5%

DIA8.9%—21.3%

IWF43.5%21.3%—

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

Return vs Bumpiness: 3 ETFs

+14.2%DIA, at 12.9% volatility

DIAWorst drop−9.8%12.9% vol

IWFWorst drop−15.6%18.3% vol

USXFWorst drop−10.2%19.6% vol

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

Paid More vs Made More

YTD

DIAUSXF

+12.2%Year to date+14.2%

1.3%Yield0.9%

+14.2%Past year+12.0%

0.16%Fee0.10%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

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