Compare · 3 funds side by side · dividends reinvested

WELD, DIA and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,565VUG · best of the three

02 / 04

WELD, DIA and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.37%+10.3%+13.4%+17.6%+9.7%−9.8%13.6%$44.0B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B1.9

Tema U.S. Manufacturing & Reshoring ETFUS Stock Styles · Large cap0.75%0.26%+12.2%+14.2%+22.4%[…]−26.3%30.0%$230M2.3

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: WELD 2023 · DIA 1998 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Tema U.S. Manufacturing & Reshoring ETF · $230M[…]

WELD

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $44.0B$15,919

$10,000 five years ago, dividends reinvested · they hold 4.1% in common

WELDMeasureDIA

+12.2%Year to dateJan 1 → Nov 9+10.3%

+14.2%1 yearTotal return+13.4%

+22.4%3 years · per year$10,000 became $18,317 · $16,252+17.6%

[…]5 years · per year$10,000 became […] · $15,919+9.7%

0.75%Expense ratio$75 · $16 a year on $10k · lower is better0.16%

0.26%Trailing 12-mo yield$26 · $137 a year on $10k1.37%

−26.3%Worst dropSmaller is better−9.8%

30.0%VolatilityLower is calmer13.6%

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

3–4DIA wins

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

More Ways to See the Pairs

WELD vs DIA: Top 5 Holdings

Today

WELD

35.0%in top 5

DIA

in top 532.9%

WELDStockDIA

not top 5GS10.0%

7.3%PHnot top 5

7.3%GTESnot top 5

7.2%TKRnot top 5

6.7%AITnot top 5

6.6%CGNXnot top 5

not top 5CAT6.5%

not top 5MSFT6.1%

not top 5AMGN5.3%

not top 5V4.9%

Held in common4.1%

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

WELD vs DIA Returns, Every Period

TemaWELD

+14.2%

past year

DIASPDR

+13.4%

past year

WELDDIAFaded: behind in that period

3–0WELD wins

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

WELD vs DIA

YTD

TemaWELD

+12.2%

DIASPDR

+10.3%

+12.2%Year to date+10.3%

−26.3%Worst drop · 1Y−9.8%

30.0%Volatility · 1Y13.6%

0.3%Yield1.4%

$230MAssets$44.0B

3–1DIA wins

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

Cost, Income and Risk

Fees: WELD, DIA, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DIA0.16%$16

WELD0.75%$75

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

Yields: WELD, DIA, VUG

1.37%highest, DIA

FundTrailing yieldYield$10k

DIA1.37%$137

VUG0.41%$41

WELD0.26%$26

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

Income After Fees on $10,000

$121most kept, DIA

DIA$137 − $16 = $121

VUG$41 − $3 = $38

WELD$26 − $75 = −$49

KeptFee

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

Overlap: WELD, DIA, VUG

Today

20.8%most shared, DIA and VUG

WELDDIAVUG

WELD—4.1%0.0%

DIA4.1%—20.8%

VUG0.0%20.8%—

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

Return vs Bumpiness: 3 ETFs

+14.2%WELD, at 30.0% volatility

DIAWorst drop−9.8%13.6% vol

VUGWorst drop−15.1%19.1% vol

WELDWorst drop−26.3%30.0% vol

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

Paid More vs Made More

YTD

DIAWELD

+10.3%Year to date+12.2%

1.4%Yield0.3%

+13.4%Past year+14.2%

0.16%Fee0.75%

2–2level

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$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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