AVUS vs DIA

AAVUS

BDIA

Measures won5–1AVUS wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · AVUS $17,267

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common25.4%AVUS and DIA

AVUS

DIA

Avantis U.S. Equity ETF · $14.3BState Street SPDR Dow Jones Industrial Average ETF Trust · $44.0B

+21.9%3 years · per year$18,116 · $16,221+17.5%

+11.5%5 years · per year$17,267 · $15,889+9.7%

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

0.94%12-mo yield$94 · $137 on $10k1.37%

−7.8%Worst dropSmaller wins−9.8%

13.3%VolatilityLower wins13.6%

5–1AVUS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAVUS · DIA

4.9%MSFT6.1%

6.0%AAPL4.0%

3.6%AMZN3.0%

4.9%NVDA2.2%

Held in common25.4%

End-of-day Nov 9, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	AAVUS	Avantis U.S. Equity ETFRead Desk	0.15%	0.94%	+2.4%	+14.9%	+18.4%	+21.9%	+11.5%	−7.8%	$14.3B
3	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.37%	+2.2%	+10.1%	+13.2%	+17.5%	+9.7%	−9.8%	$44.0B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	AAVUS	Avantis U.S. Equity ETFRead Desk	0.15%	0.94%	+2.4%	+14.9%	+18.4%	+21.9%	+11.5%	−7.8%	$14.3B
3	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.37%	+2.2%	+10.1%	+13.2%	+17.5%	+9.7%	−9.8%	$44.0B

End-of-day Nov 9, 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

$17,267

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,889

MeasureAVUSDIA

Fee0.15%0.16%

Cost on $10k a year$15$16

Yield0.94%1.37%

5 years, per year+11.5%+9.7%

3 years, per year+21.9%+17.5%

Worst drop · 1Y−7.8%−9.8%

Volatility · 1Y13.3%13.6%

5–1measures won
AVUS first

25.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$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

Overlap: AVUS, DIA, VTV

Today

38.5%most shared, AVUS and VTV

AVUSDIAVTV

AVUS—25.4%38.5%

DIA25.4%—23.4%

VTV38.5%23.4%—

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

DIA$137 − $16 = $121

AVUS$94 − $15 = $79

KeptFee

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