CGUS vs DIA

ACGUS

BDIA

Measures won2–3DIA 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−9.6%CGUS · worst fall in 1Y

Held in common22.2%CGUS and DIA

CGUS

DIA

Capital Group Core Equity ETF · $11.8BState Street SPDR Dow Jones Industrial Average ETF Trust · $45.3B

+21.1%3 years · per year$17,740 · $16,149+17.3%

[…]5 years · per year[…] · $15,590+9.3%

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

0.86%12-mo yield$86 · $140 on $10k1.40%

−9.6%Worst dropSmaller wins−9.8%

14.1%VolatilityLower wins13.4%

2–3DIA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCGUS · DIA

7.4%MSFT6.2%

5.5%AMZN3.0%

2.8%GOOGL3.3%

6.6%NVDA2.1%

Held in common22.2%

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	ACGUS	Capital Group Core Equity ETFRead Desk	0.33%	0.86%	+0.2%	+7.6%	+8.4%	+21.1%	new	−9.6%	$11.8B

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	ACGUS	Capital Group Core Equity ETFRead Desk	0.33%	0.86%	+0.2%	+7.6%	+8.4%	+21.1%	new	−9.6%	$11.8B

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

CGUS vs DIA

CGUS

Capital Group Core Equity

[…]

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,590

MeasureCGUSDIA

Fee0.33%0.16%

Cost on $10k a year$33$16

Yield0.86%1.40%

5 years, per year[…]+9.3%

3 years, per year+21.1%+17.3%

Worst drop · 1Y−9.6%−9.8%

Volatility · 1Y14.1%13.4%

3–2measures won
DIA first

22.2%

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: CGUS, DIA, VUG

Today

44.5%most shared, CGUS and VUG

CGUSDIAVUG

CGUS—22.2%44.5%

DIA22.2%—20.7%

VUG44.5%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

CGUS$86 − $33 = $53

VUG$42 − $3 = $39

KeptFee

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