CGUS vs DIA

ACGUS

BDIA

Measures won2–3DIA wins · of 6 · 5Y

$10,000 · 5Y$15,892IWF · DIA $15,889

Lowest cost0.16%DIA · $16 on $10k

Most income1.37%DIA · $137 on $10k

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

Held in common22.2%CGUS and DIA

CGUS

DIA

Capital Group Core Equity ETF · $11.9BState Street SPDR Dow Jones Industrial Average ETF Trust · $44.0B

+21.4%3 years · per year$17,895 · $16,221+17.5%

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

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

0.83%12-mo yield$83 · $137 on $10k1.37%

−9.6%Worst dropSmaller wins−9.8%

14.2%VolatilityLower wins13.6%

2–3DIA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCGUS · DIA

7.4%MSFT6.1%

5.5%AMZN3.0%

2.8%GOOGL3.3%

6.8%NVDA2.2%

Held in common22.2%

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
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	ACGUS	Capital Group Core Equity ETFRead Desk	0.33%	0.83%	+2.6%	+10.4%	+12.3%	+21.4%	new	−9.6%	$11.9B

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
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	ACGUS	Capital Group Core Equity ETFRead Desk	0.33%	0.83%	+2.6%	+10.4%	+12.3%	+21.4%	new	−9.6%	$11.9B

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

CGUS vs DIA

CGUS

Capital Group Core Equity

[…]

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,889

MeasureCGUSDIA

Fee0.33%0.16%

Cost on $10k a year$33$16

Yield0.83%1.37%

5 years, per year[…]+9.7%

3 years, per year+21.4%+17.5%

Worst drop · 1Y−9.6%−9.8%

Volatility · 1Y14.2%13.6%

3–2measures won
DIA first

22.2%

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: CGUS, DIA, IWF

Today

41.7%most shared, CGUS and IWF

CGUSDIAIWF

CGUS—22.2%41.7%

DIA22.2%—21.7%

IWF41.7%21.7%—

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

CGUS$83 − $33 = $50

IWF$38 − $18 = $20

KeptFee

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