DIA vs CSM

ADIA

BCSM

Measures won2–4CSM wins · of 6 · 5Y

$10,000 · 5Y$16,787CSM · DIA $15,590

Lowest cost0.16%DIA · $16 on $10k

Most income1.40%DIA · $140 on $10k

Smallest drop−9.4%CSM · worst fall in 1Y

Held in common21.6%DIA and CSM

DIA

CSM

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.3BProShares - Large Cap Core Plus · $499M

+17.3%3 years · per year$16,149 · $18,102+21.9%

+9.3%5 years · per year$15,590 · $16,787+10.9%

0.16%Expense ratio$16 · $45 on $10k · lower wins0.45%

1.40%12-mo yield$140 · $108 on $10k1.08%

−9.8%Worst dropSmaller wins−9.4%

13.4%VolatilityLower wins13.2%

2–4CSM wins

$10,000 · 5 yearsOne scale

Shared top holdingsDIA · CSM

6.2%MSFT4.0%

4.0%AAPL5.1%

3.0%AMZN2.9%

2.1%NVDA4.6%

Held in common21.6%

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	BCSM	ProShares - Large Cap Core PlusRead Desk		0.45%	1.08%	−0.1%	+6.7%	+9.1%	+21.9%	+10.9%	−9.4%	$499M
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

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	BCSM	ProShares - Large Cap Core PlusRead Desk		0.45%	1.08%	−0.1%	+6.7%	+9.1%	+21.9%	+10.9%	−9.4%	$499M
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

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 CSM

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,590

CSM

ProShares - Large Cap Core Plus

$16,787

MeasureDIACSM

Fee0.16%0.45%

Cost on $10k a year$16$45

Yield1.40%1.08%

5 years, per year+9.3%+10.9%

3 years, per year+17.3%+21.9%

Worst drop · 1Y−9.8%−9.4%

Volatility · 1Y13.4%13.2%

4–2measures won
CSM first

21.6%

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: DIA, CSM

Today

21.6%most shared, DIA and CSM

DIACSM

DIA—21.6%

CSM21.6%—

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

CSM$108 − $45 = $63

KeptFee

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