DEMZ vs DIA

ADEMZ

BDIA

Measures won2–4DIA wins · of 6 · 5Y

$10,000 · 5Y$17,912DEMZ · DIA $16,375

Lowest cost0.16%DIA · $16 on $10k

Most income1.35%DIA · $135 on $10k

Smallest drop−9.8%DIA · worst fall in 1Y

Held in common18.5%DEMZ and DIA

DEMZ

DIA

Democratic Large Cap Core ETF · $68MState Street SPDR Dow Jones Industrial Average ETF Trust · $45.1B

+24.7%3 years · per year$19,377 · $16,984+19.3%

+12.4%5 years · per year$17,912 · $16,375+10.4%

0.45%Expense ratio$45 · $16 on $10k · lower wins0.16%

0.86%12-mo yield$86 · $135 on $10k1.35%

−12.3%Worst dropSmaller wins−9.8%

14.8%VolatilityLower wins12.9%

2–4DIA wins

$10,000 · 5 yearsOne scale

Shared top holdingsDEMZ · DIA

5.2%MSFT6.0%

4.9%AAPL3.8%

4.0%GOOGL3.2%

4.7%NVDA2.4%

Held in common18.5%

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	ADEMZ	Democratic Large Cap Core ETFRead Desk		0.45%	0.86%	+2.0%	+13.8%	+13.7%	+24.7%	+12.4%	−12.3%	$68M
2	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%	$45.1B

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	ADEMZ	Democratic Large Cap Core ETFRead Desk		0.45%	0.86%	+2.0%	+13.8%	+13.7%	+24.7%	+12.4%	−12.3%	$68M
2	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%	$45.1B

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

DEMZ vs DIA

DEMZ

Democratic Large Cap Core

$17,912

DIA

SPDR Dow Jones Industrial Average ETF Trust

$16,375

MeasureDEMZDIA

Fee0.45%0.16%

Cost on $10k a year$45$16

Yield0.86%1.35%

5 years, per year+12.4%+10.4%

3 years, per year+24.7%+19.3%

Worst drop · 1Y−12.3%−9.8%

Volatility · 1Y14.8%12.9%

4–2measures won
DIA first

18.5%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DEMZ, DIA

Today

18.5%most shared, DEMZ and DIA

DEMZDIA

DEMZ—18.5%

DIA18.5%—

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

DEMZ$86 − $45 = $41

KeptFee

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