ACEP vs DIA

AACEP

BDIA

Measures won0–2DIA wins · of 6 · 5Y

$10,000 · 5Y$15,693DIA · IWF $15,330

Lowest cost0.16%DIA · $16 on $10k

Most income1.40%DIA · $140 on $10k

Smallest drop−9.8%DIA · worst fall in 1Y

Held in common18.6%ACEP and DIA

ACEP

DIA

ARS Core Equity Portfolio ETF · $102MState Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B

[…]3 years · per year[…] · $16,322+17.7%

[…]5 years · per year[…] · $15,693+9.4%

0.46%Expense ratio$46 · $16 on $10k · lower wins0.16%

0.11%12-mo yield$11 · $140 on $10k1.40%

[…]Worst dropSmaller wins−9.8%

[…]VolatilityLower wins13.4%

0–2DIA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsACEP · DIA

3.8%JPM3.9%

2.9%JNJ3.1%

3.3%IBM2.8%

2.7%MCD3.1%

Held in common18.6%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.40%	−3.5%	+8.2%	+10.8%	+17.7%	+9.4%	−9.8%	$44.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	AACEP	ARS Core Equity Portfolio ETFRead Desk	0.46%	0.11%	−3.8%	+19.0%	new	new	new	[…]	$102M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.40%	−3.5%	+8.2%	+10.8%	+17.7%	+9.4%	−9.8%	$44.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	AACEP	ARS Core Equity Portfolio ETFRead Desk	0.46%	0.11%	−3.8%	+19.0%	new	new	new	[…]	$102M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ACEP vs DIA

ACEP

ARS Core Equity Portfolio

[…]

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,693

MeasureACEPDIA

Fee0.46%0.16%

Cost on $10k a year$46$16

Yield0.11%1.40%

5 years, per year[…]+9.4%

3 years, per year[…]+17.7%

Worst drop · 1Y[…]−9.8%

Volatility · 1Y[…]13.4%

2–0measures won
DIA first

18.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: ACEP, DIA, IWF

Today

21.6%most shared, DIA and IWF

ACEPDIAIWF

ACEP—18.6%7.7%

DIA18.6%—21.6%

IWF7.7%21.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$124most kept, DIA

DIA$140 − $16 = $124

IWF$39 − $18 = $21

ACEP$11 − $46 = −$35

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee