DFAU vs DIA

ADFAU

BDIA

Measures won5–1DFAU wins · of 6 · 5Y

$10,000 · 5Y$17,163DFAU · DIA $15,889

Lowest cost0.12%DFAU · $12 on $10k

Most income1.37%DIA · $137 on $10k

Smallest drop−8.7%DFAU · worst fall in 1Y

Held in common27.7%DFAU and DIA

DFAU

DIA

Dimensional - US Core Equity Market ETF · $12.9BState Street SPDR Dow Jones Industrial Average ETF Trust · $44.0B

+21.7%3 years · per year$18,004 · $16,221+17.5%

+11.4%5 years · per year$17,163 · $15,889+9.7%

0.12%Expense ratio$12 · $16 on $10k · lower wins0.16%

0.91%12-mo yield$91 · $137 on $10k1.37%

−8.7%Worst dropSmaller wins−9.8%

13.5%VolatilityLower wins13.6%

5–1DFAU wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAU · DIA

5.9%MSFT6.1%

7.3%AAPL4.0%

3.5%AMZN3.0%

2.2%GOOGL3.3%

Held in common27.7%

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

Both

5Y2 funds

#			Trend
1	ADFAU	Dimensional - US Core Equity Market ETFRead Desk		0.12%	0.91%	+2.4%	+12.2%	+14.8%	+21.7%	+11.4%	−8.7%	$12.9B
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

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ADFAU	Dimensional - US Core Equity Market ETFRead Desk		0.12%	0.91%	+2.4%	+12.2%	+14.8%	+21.7%	+11.4%	−8.7%	$12.9B
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

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

DFAU vs DIA

DFAU

Dimensional - US Core Equity Market

$17,163

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,889

MeasureDFAUDIA

Fee0.12%0.16%

Cost on $10k a year$12$16

Yield0.91%1.37%

5 years, per year+11.4%+9.7%

3 years, per year+21.7%+17.5%

Worst drop · 1Y−8.7%−9.8%

Volatility · 1Y13.5%13.6%

5–1measures won
DFAU first

27.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: DFAU, DIA

Today

27.7%most shared, DFAU and DIA

DFAUDIA

DFAU—27.7%

DIA27.7%—

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

DFAU$91 − $12 = $79

KeptFee

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