BRES vs DIA

ABRES

BDIA

Measures won0–2DIA wins · of 6 · 5Y

$10,000 · 5Y$15,693DIA

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 common19.2%BRES and DIA

BRES

DIA

Burney U.S. Equity Select ETF · $617MState Street SPDR Dow Jones Industrial Average ETF Trust · $45.9B

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

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

0.79%Expense ratio$79 · $16 on $10k · lower wins0.16%

0.18%12-mo yield$18 · $140 on $10k1.40%

[…]Worst dropSmaller wins−9.8%

[…]VolatilityLower wins13.4%

0–2DIA wins

$10,000 · 5 yearsOne scale

Shared top holdingsBRES · DIA

7.5%MSFT6.2%

5.1%AAPL3.9%

7.0%GOOGL3.2%

4.5%AMZN3.0%

Held in common19.2%

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

Both

5Y2 funds

#			Trend
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%	$45.9B
2	ABRES	Burney U.S. Equity Select ETFRead Desk		0.79%	0.18%	−4.6%	new	new	new	new	[…]	$617M

End-of-day Nov 5, 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%	−3.5%	+8.2%	+10.8%	+17.7%	+9.4%	−9.8%	$45.9B
2	ABRES	Burney U.S. Equity Select ETFRead Desk		0.79%	0.18%	−4.6%	new	new	new	new	[…]	$617M

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

BRES vs DIA

BRES

Burney U.S. Equity Select

[…]

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,693

MeasureBRESDIA

Fee0.79%0.16%

Cost on $10k a year$79$16

Yield0.18%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

19.2%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: BRES, DIA

Today

19.2%most shared, BRES and DIA

BRESDIA

BRES—19.2%

DIA19.2%—

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

BRES$18 − $79 = −$61

KeptFee

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