DHLX vs DIA

ADHLX

BDIA

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$15,590DIA

Lowest cost0.16%DIA · $16 on $10k

Most income1.40%DIA · $140 on $10k

Smallest drop−8.4%DHLX · worst fall in 1Y

Held in common21.0%DHLX and DIA

DHLX

DIA

Diamond Hill Large Cap Concentrated ETF · $69MState Street SPDR Dow Jones Industrial Average ETF Trust · $45.3B

[…]3 years · per year[…] · $16,149+17.3%

[…]5 years · per year[…] · $15,590+9.3%

0.55%Expense ratio$55 · $16 on $10k · lower wins0.16%

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

−8.4%Worst dropSmaller wins−9.8%

11.7%VolatilityLower wins13.4%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsDHLX · DIA

8.4%MSFT6.2%

4.6%V4.9%

4.4%JPM3.9%

3.9%GOOGL3.3%

Held in common21.0%

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

Both

5Y2 funds

#			Trend
1	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%	$45.3B
2	ADHLX	Diamond Hill Large Cap Concentrated ETFRead Desk		0.55%	0.89%	−0.2%	+6.5%	+11.0%	new	new	−8.4%	$69M

End-of-day Nov 6, 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%	1.40%	−0.4%	+7.8%	+9.9%	+17.3%	+9.3%	−9.8%	$45.3B
2	ADHLX	Diamond Hill Large Cap Concentrated ETFRead Desk		0.55%	0.89%	−0.2%	+6.5%	+11.0%	new	new	−8.4%	$69M

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

DHLX vs DIA

DHLX

Diamond Hill Large Cap Concentrated

[…]

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,590

MeasureDHLXDIA

Fee0.55%0.16%

Cost on $10k a year$55$16

Yield0.89%1.40%

5 years, per year[…]+9.3%

3 years, per year[…]+17.3%

Worst drop · 1Y−8.4%−9.8%

Volatility · 1Y11.7%13.4%

2–2measures won
level

21.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DHLX, DIA

Today

21.0%most shared, DHLX and DIA

DHLXDIA

DHLX—21.0%

DIA21.0%—

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

DHLX$89 − $55 = $34

KeptFee

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