CFA vs DIA

ACFA

BDIA

Measures won2–4DIA wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · DIA $15,590

Lowest cost0.03%VUG · $3 on $10k

Most income1.40%DIA · $140 on $10k

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

Held in common7.0%CFA and DIA

CFA

DIA

VictoryShares US 500 Volatility Wtd ETF · $530MState Street SPDR Dow Jones Industrial Average ETF Trust · $45.3B

+16.3%3 years · per year$15,739 · $16,149+17.3%

+7.4%5 years · per year$14,285 · $15,590+9.3%

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

1.27%12-mo yield$127 · $140 on $10k1.40%

−7.1%Worst dropSmaller wins−9.8%

11.0%VolatilityLower wins13.4%

2–4DIA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCFA · DIA

0.4%PG1.9%

0.4%MCD3.2%

0.4%KO1.1%

0.3%JNJ3.1%

Held in common7.0%

End-of-day Nov 6, 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%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.40%	−0.4%	+7.8%	+9.9%	+17.3%	+9.3%	−9.8%	$45.3B
3	ACFA	VictoryShares US 500 Volatility Wtd ETFRead Desk	0.38%	1.27%	−0.4%	+10.9%	+13.0%	+16.3%	+7.4%	−7.1%	$530M

End-of-day Nov 6, 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%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.40%	−0.4%	+7.8%	+9.9%	+17.3%	+9.3%	−9.8%	$45.3B
3	ACFA	VictoryShares US 500 Volatility Wtd ETFRead Desk	0.38%	1.27%	−0.4%	+10.9%	+13.0%	+16.3%	+7.4%	−7.1%	$530M

End-of-day Nov 6, 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

$14,285

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,590

MeasureCFADIA

Fee0.38%0.16%

Cost on $10k a year$38$16

Yield1.27%1.40%

5 years, per year+7.4%+9.3%

3 years, per year+16.3%+17.3%

Worst drop · 1Y−7.1%−9.8%

Volatility · 1Y11.0%13.4%

4–2measures won
DIA first

7.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: CFA, DIA, VUG

Today

20.7%most shared, DIA and VUG

CFADIAVUG

CFA—7.0%13.0%

DIA7.0%—20.7%

VUG13.0%20.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$124most kept, DIA

DIA$140 − $16 = $124

CFA$127 − $38 = $89

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee