BLUX vs DIA

ABLUX

BDIA

Measures won1–3DIA wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · DIA $15,889

Lowest cost0.03%VUG · $3 on $10k

Most income1.37%DIA · $137 on $10k

Smallest drop−9.0%BLUX · worst fall in 1Y

Held in common0.0%BLUX and DIA

BLUX

DIA

Bluemonte Dynamic Total Market ETF · $614MState Street SPDR Dow Jones Industrial Average ETF Trust · $44.0B

[…]3 years · per year[…] · $16,221+17.5%

[…]5 years · per year[…] · $15,889+9.7%

0.30%Expense ratio$30 · $16 on $10k · lower wins0.16%

0.99%12-mo yield$99 · $137 on $10k1.37%

−9.0%Worst dropSmaller wins−9.8%

14.7%VolatilityLower wins13.6%

1–3DIA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBLUX · DIA

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	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
3	ABLUX	Bluemonte Dynamic Total Market ETFRead Desk	0.30%	0.99%	+2.7%	+13.7%	+17.0%	new	new	−9.0%	$614M

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	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
3	ABLUX	Bluemonte Dynamic Total Market ETFRead Desk	0.30%	0.99%	+2.7%	+13.7%	+17.0%	new	new	−9.0%	$614M

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

BLUX vs DIA

BLUX

Bluemonte Dynamic Total Market

[…]

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,889

MeasureBLUXDIA

Fee0.30%0.16%

Cost on $10k a year$30$16

Yield0.99%1.37%

5 years, per year[…]+9.7%

3 years, per year[…]+17.5%

Worst drop · 1Y−9.0%−9.8%

Volatility · 1Y14.7%13.6%

3–1measures won
DIA first

0.0%

holdings shared

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

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$61.4B

1–1level

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: BLUX, DIA, VUG

Today

20.8%most shared, DIA and VUG

BLUXDIAVUG

BLUX—0.0%0.0%

DIA0.0%—20.8%

VUG0.0%20.8%—

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

Income After Fees on $10,000

$121most kept, DIA

DIA$137 − $16 = $121

BLUX$99 − $30 = $69

VUG$41 − $3 = $38

KeptFee

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