DIA vs ACEP

ADIA

BACEP

Measures won2–0DIA wins · of 6 · 5Y

$10,000 · 5Y$15,892IWF · DIA $15,889

Lowest cost0.16%DIA · $16 on $10k

Most income1.37%DIA · $137 on $10k

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

Held in common18.8%DIA and ACEP

DIA

ACEP

State Street SPDR Dow Jones Industrial Average ETF Trust · $44.0BARS Core Equity Portfolio ETF · $98M

+17.5%3 years · per year$16,221 · […][…]

+9.7%5 years · per year$15,889 · […][…]

0.16%Expense ratio$16 · $46 on $10k · lower wins0.46%

1.37%12-mo yield$137 · $11 on $10k0.11%

−9.8%Worst dropSmaller wins[…]

13.6%VolatilityLower wins[…]

2–0DIA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDIA · ACEP

3.9%JPM3.7%

3.2%JNJ3.0%

2.8%IBM3.3%

3.2%MCD2.8%

Held in common18.8%

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

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
2	ADIA	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
3	BACEP	ARS Core Equity Portfolio ETFRead Desk	0.46%	0.11%	+2.8%	+22.5%	new	new	new	[…]	$98M

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

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
2	ADIA	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
3	BACEP	ARS Core Equity Portfolio ETFRead Desk	0.46%	0.11%	+2.8%	+22.5%	new	new	new	[…]	$98M

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

DIA vs ACEP

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,889

ACEP

ARS Core Equity Portfolio

[…]

MeasureDIAACEP

Fee0.16%0.46%

Cost on $10k a year$16$46

Yield1.37%0.11%

5 years, per year+9.7%[…]

3 years, per year+17.5%[…]

Worst drop · 1Y−9.8%[…]

Volatility · 1Y13.6%[…]

2–0measures won
DIA first

18.8%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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

Overlap: DIA, ACEP, IWF

Today

21.7%most shared, DIA and IWF

DIAACEPIWF

DIA—18.8%21.7%

ACEP18.8%—7.4%

IWF21.7%7.4%—

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

IWF$38 − $18 = $20

ACEP$11 − $46 = −$35

KeptFee

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