DFUS vs DIA

ADFUS

BDIA

Measures won4–2DFUS wins · of 6 · 5Y

$10,000 · 5Y$17,837DFUS · DIA $16,375

Lowest cost0.09%DFUS · $9 on $10k

Most income1.35%DIA · $135 on $10k

Smallest drop−9.0%DFUS · worst fall in 1Y

Held in common27.8%DFUS and DIA

DFUS

DIA

Dimensional U.S. Equity ETF · $21.4BState Street SPDR Dow Jones Industrial Average ETF Trust · $45.1B

+24.2%3 years · per year$19,145 · $16,984+19.3%

+12.3%5 years · per year$17,837 · $16,375+10.4%

0.09%Expense ratio$9 · $16 on $10k · lower wins0.16%

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

−9.0%Worst dropSmaller wins−9.8%

13.2%VolatilityLower wins12.9%

4–2DFUS wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFUS · DIA

5.4%MSFT6.0%

6.7%AAPL3.8%

3.5%AMZN2.9%

6.6%NVDA2.4%

Held in common27.8%

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	ADFUS	Dimensional U.S. Equity ETFRead Desk		0.09%	0.86%	+1.5%	+13.4%	+13.6%	+24.2%	+12.3%	−9.0%	$21.4B
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	ADFUS	Dimensional U.S. Equity ETFRead Desk		0.09%	0.86%	+1.5%	+13.4%	+13.6%	+24.2%	+12.3%	−9.0%	$21.4B
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

DFUS vs DIA

DFUS

Dimensional U.S. Equity

$17,837

DIA

SPDR Dow Jones Industrial Average ETF Trust

$16,375

MeasureDFUSDIA

Fee0.09%0.16%

Cost on $10k a year$9$16

Yield0.86%1.35%

5 years, per year+12.3%+10.4%

3 years, per year+24.2%+19.3%

Worst drop · 1Y−9.0%−9.8%

Volatility · 1Y13.2%12.9%

4–2measures won
DFUS first

27.8%

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: DFUS, DIA

Today

27.8%most shared, DFUS and DIA

DFUSDIA

DFUS—27.8%

DIA27.8%—

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

DFUS$86 − $9 = $77

KeptFee

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