DIA vs CPII

ADIA

BCPII

Measures won2–3CPII wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · DIA $15,590

Lowest cost0.03%VTV · $3 on $10k

Most income4.16%CPII · $416 on $10k

Smallest drop−2.2%CPII · worst fall in 1Y

Held in common[…]DIA and CPII

DIA

CPII

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.3BAmerican Beacon Ionic Inflation Protection ETF · $11M

+17.3%3 years · per year$16,149 · $11,019+3.3%

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

0.16%Expense ratio$16 · $70 on $10k · lower wins0.70%

1.40%12-mo yield$140 · $416 on $10k4.16%

−9.8%Worst dropSmaller wins−2.2%

13.4%VolatilityLower wins3.6%

2–3CPII wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDIA · CPII

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	ADIA	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
3	BCPII	American Beacon Ionic Inflation Protection ETFRead Desk	0.70%	4.16%	−0.2%	+3.7%	+3.3%	+3.3%	new	−2.2%	$11M

End-of-day Nov 6, 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%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	ADIA	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
3	BCPII	American Beacon Ionic Inflation Protection ETFRead Desk	0.70%	4.16%	−0.2%	+3.7%	+3.3%	+3.3%	new	−2.2%	$11M

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

DIA vs CPII

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,590

CPII

American Beacon Ionic Inflation Protection

[…]

MeasureDIACPII

Fee0.16%0.70%

Cost on $10k a year$16$70

Yield1.40%4.16%

5 years, per year+9.3%[…]

3 years, per year+17.3%+3.3%

Worst drop · 1Y−9.8%−2.2%

Volatility · 1Y13.4%3.6%

3–2measures won
CPII first

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

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

Overlap: DIA, CPII, VTV

Today

23.4%most shared, DIA and VTV

DIACPIIVTV

DIA—[…]23.4%

CPII[…]—[…]

VTV23.4%[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$346most kept, CPII

CPII$416 − $70 = $346

VTV$187 − $3 = $184

DIA$140 − $16 = $124

KeptFee

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