AVSU vs DIA

AAVSU

BDIA

Measures won2–3DIA wins · of 6 · 5Y

$10,000 · 5Y$15,590DIA

Lowest cost0.15%AVSU · $15 on $10k

Most income1.40%DIA · $140 on $10k

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

Held in common25.9%AVSU and DIA

AVSU

DIA

Avantis Responsible U.S. Equity ETF · $490MState Street SPDR Dow Jones Industrial Average ETF Trust · $45.9B

+22.0%3 years · per year$18,137 · $16,149+17.3%

[…]5 years · per year[…] · $15,590+9.3%

0.15%Expense ratio$15 · $16 on $10k · lower wins0.16%

0.92%12-mo yield$92 · $140 on $10k1.40%

−10.1%Worst dropSmaller wins−9.8%

15.0%VolatilityLower wins13.4%

2–3DIA wins

$10,000 · 5 yearsOne scale

Shared top holdingsAVSU · DIA

5.3%MSFT6.2%

6.6%AAPL4.0%

3.8%AMZN3.0%

2.2%GOOGL3.3%

Held in common25.9%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk		0.16%	1.40%	−0.4%	+7.8%	+9.9%	+17.3%	+9.3%	−9.8%	$45.9B
2	AAVSU	Avantis Responsible U.S. Equity ETFRead Desk		0.15%	0.92%	0.0%	+12.3%	+15.0%	+22.0%	new	−10.1%	$490M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk		0.16%	1.40%	−0.4%	+7.8%	+9.9%	+17.3%	+9.3%	−9.8%	$45.9B
2	AAVSU	Avantis Responsible U.S. Equity ETFRead Desk		0.15%	0.92%	0.0%	+12.3%	+15.0%	+22.0%	new	−10.1%	$490M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AVSU vs DIA

AVSU

Avantis Responsible U.S. Equity

[…]

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,590

MeasureAVSUDIA

Fee0.15%0.16%

Cost on $10k a year$15$16

Yield0.92%1.40%

5 years, per year[…]+9.3%

3 years, per year+22.0%+17.3%

Worst drop · 1Y−10.1%−9.8%

Volatility · 1Y15.0%13.4%

3–2measures won
DIA first

25.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: AVSU, DIA

Today

25.9%most shared, AVSU and DIA

AVSUDIA

AVSU—25.9%

DIA25.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$124most kept, DIA

DIA$140 − $16 = $124

AVSU$92 − $15 = $77

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee