CFA vs DIA

ACFA

BDIA

Measures won2–4DIA wins · of 6 · 5Y

$10,000 · 5Y$16,375DIA · CFA $14,893

Lowest cost0.16%DIA · $16 on $10k

Most income1.35%DIA · $135 on $10k

Smallest drop−7.1%CFA · worst fall in 1Y

Held in common6.8%CFA and DIA

CFA

DIA

VictoryShares US 500 Volatility Wtd ETF · $538MState Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B

+18.0%3 years · per year$16,423 · $16,984+19.3%

+8.3%5 years · per year$14,893 · $16,375+10.4%

0.38%Expense ratio$38 · $16 on $10k · lower wins0.16%

1.19%12-mo yield$119 · $135 on $10k1.35%

−7.1%Worst dropSmaller wins−9.8%

10.6%VolatilityLower wins12.9%

2–4DIA wins

$10,000 · 5 yearsOne scale

Shared top holdingsCFA · DIA

0.4%PG1.9%

0.3%KO1.1%

0.3%MCD3.0%

0.3%TRV4.5%

Held in common6.8%

End-of-day Nov 4, 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%	1.35%	+3.1%	+12.2%	+14.2%	+19.3%	+10.4%	−9.8%	$44.9B
2	ACFA	VictoryShares US 500 Volatility Wtd ETFRead Desk		0.38%	1.19%	+1.6%	+14.3%	+16.6%	+18.0%	+8.3%	−7.1%	$538M

End-of-day Nov 4, 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%	1.35%	+3.1%	+12.2%	+14.2%	+19.3%	+10.4%	−9.8%	$44.9B
2	ACFA	VictoryShares US 500 Volatility Wtd ETFRead Desk		0.38%	1.19%	+1.6%	+14.3%	+16.6%	+18.0%	+8.3%	−7.1%	$538M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CFA vs DIA

CFA

VictoryShares US 500 Volatility Wtd

$14,893

DIA

SPDR Dow Jones Industrial Average ETF Trust

$16,375

MeasureCFADIA

Fee0.38%0.16%

Cost on $10k a year$38$16

Yield1.19%1.35%

5 years, per year+8.3%+10.4%

3 years, per year+18.0%+19.3%

Worst drop · 1Y−7.1%−9.8%

Volatility · 1Y10.6%12.9%

4–2measures won
DIA first

6.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: CFA, DIA

Today

6.8%most shared, CFA and DIA

CFADIA

CFA—6.8%

DIA6.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$119most kept, DIA

DIA$135 − $16 = $119

CFA$119 − $38 = $81

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee