DFSU vs DIA

ADFSU

BDIA

Measures won2–3DIA wins · of 6 · 5Y

$10,000 · 5Y$16,375DIA

Lowest cost0.15%DFSU · $15 on $10k

Most income1.35%DIA · $135 on $10k

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

Held in common25.4%DFSU and DIA

DFSU

DIA

Dimensional - US Sustainability Core 1 ETF · $2.4BState Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B

+23.3%3 years · per year$18,735 · $16,984+19.3%

[…]5 years · per year[…] · $16,375+10.4%

0.15%Expense ratio$15 · $16 on $10k · lower wins0.16%

0.82%12-mo yield$82 · $135 on $10k1.35%

−10.1%Worst dropSmaller wins−9.8%

13.1%VolatilityLower wins12.9%

2–3DIA wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFSU · DIA

6.4%AAPL3.8%

3.4%MSFT6.0%

3.0%AMZN2.9%

6.6%NVDA2.4%

Held in common25.4%

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	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%	$44.9B
2	ADFSU	Dimensional - US Sustainability Core 1 ETFRead Desk		0.15%	0.82%	+1.9%	+12.6%	+13.6%	+23.3%	new	−10.1%	$2.4B

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	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%	$44.9B
2	ADFSU	Dimensional - US Sustainability Core 1 ETFRead Desk		0.15%	0.82%	+1.9%	+12.6%	+13.6%	+23.3%	new	−10.1%	$2.4B

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

DFSU vs DIA

DFSU

Dimensional - US Sustainability Core 1

[…]

DIA

SPDR Dow Jones Industrial Average ETF Trust

$16,375

MeasureDFSUDIA

Fee0.15%0.16%

Cost on $10k a year$15$16

Yield0.82%1.35%

5 years, per year[…]+10.4%

3 years, per year+23.3%+19.3%

Worst drop · 1Y−10.1%−9.8%

Volatility · 1Y13.1%12.9%

3–2measures won
DIA first

25.4%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DFSU, DIA

Today

25.4%most shared, DFSU and DIA

DFSUDIA

DFSU—25.4%

DIA25.4%—

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

DFSU$82 − $15 = $67

KeptFee

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