DFUS vs DIA

ADFUS

BDIA

Measures won4–2DFUS wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · DFUS $16,889

Lowest cost0.03%VTV · $3 on $10k

Most income1.86%VTV · $186 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common28.3%DFUS and DIA

DFUS

DIA

Dimensional U.S. Equity ETF · $20.8BState Street SPDR Dow Jones Industrial Average ETF Trust · $45.9B

+22.1%3 years · per year$18,189 · $16,322+17.7%

+11.1%5 years · per year$16,889 · $15,693+9.4%

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

0.90%12-mo yield$90 · $140 on $10k1.40%

−9.0%Worst dropSmaller wins−9.8%

13.9%VolatilityLower wins13.4%

4–2DFUS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFUS · DIA

5.7%MSFT6.2%

6.9%AAPL3.9%

3.7%AMZN3.0%

2.3%GOOGL3.2%

Held in common28.3%

End-of-day Nov 5, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	ADFUS	Dimensional U.S. Equity ETFRead Desk	0.09%	0.90%	−4.4%	+8.5%	+9.9%	+22.1%	+11.1%	−9.0%	$20.8B
3	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.40%	−3.5%	+8.2%	+10.8%	+17.7%	+9.4%	−9.8%	$45.9B

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	ADFUS	Dimensional U.S. Equity ETFRead Desk	0.09%	0.90%	−4.4%	+8.5%	+9.9%	+22.1%	+11.1%	−9.0%	$20.8B
3	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.40%	−3.5%	+8.2%	+10.8%	+17.7%	+9.4%	−9.8%	$45.9B

End-of-day Nov 5, 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

$16,889

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,693

MeasureDFUSDIA

Fee0.09%0.16%

Cost on $10k a year$9$16

Yield0.90%1.40%

5 years, per year+11.1%+9.4%

3 years, per year+22.1%+17.7%

Worst drop · 1Y−9.0%−9.8%

Volatility · 1Y13.9%13.4%

4–2measures won
DFUS first

28.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DFUS, DIA, VTV

Today

39.7%most shared, DFUS and VTV

DFUSDIAVTV

DFUS—28.3%39.7%

DIA28.3%—23.4%

VTV39.7%23.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

DIA$140 − $16 = $124

DFUS$90 − $9 = $81

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee