DEMZ vs DIA

ADEMZ

BDIA

Measures won2–4DIA wins · of 6 · 5Y

$10,000 · 5Y$17,163DEMZ · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.40%DIA · $140 on $10k

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

Held in common18.8%DEMZ and DIA

DEMZ

DIA

Democratic Large Cap Core ETF · $66MState Street SPDR Dow Jones Industrial Average ETF Trust · $45.9B

+22.4%3 years · per year$18,354 · $16,149+17.3%

+11.4%5 years · per year$17,163 · $15,590+9.3%

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

0.89%12-mo yield$89 · $140 on $10k1.40%

−12.3%Worst dropSmaller wins−9.8%

15.4%VolatilityLower wins13.4%

2–4DIA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDEMZ · DIA

5.4%MSFT6.2%

5.2%AAPL4.0%

4.1%GOOGL3.3%

4.2%NVDA2.1%

Held in common18.8%

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	ADEMZ	Democratic Large Cap Core ETFRead Desk	0.45%	0.89%	+0.6%	+9.8%	+10.2%	+22.4%	+11.4%	−12.3%	$66M
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	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%	$45.9B

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	ADEMZ	Democratic Large Cap Core ETFRead Desk	0.45%	0.89%	+0.6%	+9.8%	+10.2%	+22.4%	+11.4%	−12.3%	$66M
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	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%	$45.9B

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

DEMZ vs DIA

DEMZ

Democratic Large Cap Core

$17,163

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,590

MeasureDEMZDIA

Fee0.45%0.16%

Cost on $10k a year$45$16

Yield0.89%1.40%

5 years, per year+11.4%+9.3%

3 years, per year+22.4%+17.3%

Worst drop · 1Y−12.3%−9.8%

Volatility · 1Y15.4%13.4%

4–2measures won
DIA first

18.8%

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: DEMZ, DIA, VUG

Today

31.0%most shared, DEMZ and VUG

DEMZDIAVUG

DEMZ—18.8%31.0%

DIA18.8%—20.7%

VUG31.0%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

DEMZ$89 − $45 = $44

VUG$42 − $3 = $39

KeptFee

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