CGUS vs DIA

ACGUS

BDIA

Measures won2–3DIA wins · of 6 · 5Y

$10,000 · 5Y$16,375DIA

Lowest cost0.16%DIA · $16 on $10k

Most income1.35%DIA · $135 on $10k

Smallest drop−9.6%CGUS · worst fall in 1Y

Held in common22.4%CGUS and DIA

CGUS

DIA

Capital Group Core Equity ETF · $12.3BState Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B

+23.5%3 years · per year$18,826 · $16,984+19.3%

[…]5 years · per year[…] · $16,375+10.4%

0.33%Expense ratio$33 · $16 on $10k · lower wins0.16%

0.82%12-mo yield$82 · $135 on $10k1.35%

−9.6%Worst dropSmaller wins−9.8%

13.3%VolatilityLower wins12.9%

2–3DIA wins

$10,000 · 5 yearsOne scale

Shared top holdingsCGUS · DIA

7.1%MSFT6.0%

5.1%AMZN2.9%

2.6%GOOGL3.2%

2.5%AAPL3.8%

Held in common22.4%

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	ACGUS	Capital Group Core Equity ETFRead Desk		0.33%	0.82%	+1.4%	+12.3%	+12.4%	+23.5%	new	−9.6%	$12.3B

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	ACGUS	Capital Group Core Equity ETFRead Desk		0.33%	0.82%	+1.4%	+12.3%	+12.4%	+23.5%	new	−9.6%	$12.3B

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

CGUS vs DIA

CGUS

Capital Group Core Equity

[…]

DIA

SPDR Dow Jones Industrial Average ETF Trust

$16,375

MeasureCGUSDIA

Fee0.33%0.16%

Cost on $10k a year$33$16

Yield0.82%1.35%

5 years, per year[…]+10.4%

3 years, per year+23.5%+19.3%

Worst drop · 1Y−9.6%−9.8%

Volatility · 1Y13.3%12.9%

3–2measures won
DIA first

22.4%

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: CGUS, DIA

Today

22.4%most shared, CGUS and DIA

CGUSDIA

CGUS—22.4%

DIA22.4%—

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

CGUS$82 − $33 = $49

KeptFee

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