AVUS vs DIA

AAVUS

BDIA

Measures won5–1AVUS wins · of 6 · 5Y

$10,000 · 5Y$17,478AVUS · VUG $16,902

Lowest cost0.03%VUG · $3 on $10k

Most income1.39%DIA · $139 on $10k

Smallest drop−7.8%AVUS · worst fall in 1Y

Held in common24.9%AVUS and DIA

AVUS

DIA

Avantis U.S. Equity ETF · $14.6BState Street SPDR Dow Jones Industrial Average ETF Trust · $45.1B

+23.9%3 years · per year$19,000 · $16,728+18.7%

+11.8%5 years · per year$17,478 · $15,770+9.5%

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

0.94%12-mo yield$94 · $139 on $10k1.39%

−7.8%Worst dropSmaller wins−9.8%

12.5%VolatilityLower wins12.6%

5–1AVUS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsAVUS · DIA

4.6%MSFT6.0%

5.8%AAPL4.0%

3.3%AMZN2.8%

5.2%NVDA2.4%

Held in common24.9%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	AAVUS	Avantis U.S. Equity ETFRead Desk	0.15%	0.94%	+0.1%	+15.2%	+17.1%	+23.9%	+11.8%	−7.8%	$14.6B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
4	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.39%	−0.4%	+8.8%	+10.3%	+18.7%	+9.5%	−9.8%	$45.1B

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

All Four

5Y4 funds

#
1	AAVUS	Avantis U.S. Equity ETFRead Desk	0.15%	0.94%	+0.1%	+15.2%	+17.1%	+23.9%	+11.8%	−7.8%	$14.6B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
4	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.39%	−0.4%	+8.8%	+10.3%	+18.7%	+9.5%	−9.8%	$45.1B

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

Cards for this view

AVUS vs DIA

AVUS

Avantis U.S. Equity

$17,478

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,770

MeasureAVUSDIA

Fee0.15%0.16%

Cost on $10k a year$15$16

Yield0.94%1.39%

5 years, per year+11.8%+9.5%

3 years, per year+23.9%+18.7%

Worst drop · 1Y−7.8%−9.8%

Volatility · 1Y12.5%12.6%

5–1measures won
AVUS first

24.9%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: AVUS, DIA, IWF, VUG

Today

77.8%most shared, IWF and VUG

AVUSDIAIWFVUG

AVUS—24.9%43.9%40.4%

DIA24.9%—21.4%20.6%

IWF43.9%21.4%—77.8%

VUG40.4%20.6%77.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$123most kept, DIA

DIA$139 − $16 = $123

AVUS$94 − $15 = $79

VUG$41 − $3 = $38

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee