DIA vs DFMC

ADIA

BDFMC

Measures won2–0DIA wins · of 6 · 5Y

$10,000 · 5Y$16,375DIA

Lowest cost0.16%DIA · $16 on $10k

Most income1.35%DIA · $135 on $10k

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

Held in common0.0%DIA and DFMC

DIA

DFMC

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.1BU.S. Micro Cap Portfolio ETF · $7.6B

+19.3%3 years · per year$16,984 · […][…]

+10.4%5 years · per year$16,375 · […][…]

0.16%Expense ratio$16 · $43 on $10k · lower wins0.43%

1.35%12-mo yield$135 · $46 on $10k0.46%

−9.8%Worst dropSmaller wins[…]

12.9%VolatilityLower wins[…]

2–0DIA wins

$10,000 · 5 yearsOne scale

Shared top holdingsDIA · DFMC

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

Held in common0.0%

End-of-day Nov 4, 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	ADIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk		0.16%	1.35%	+3.1%	+12.2%	+14.2%	+19.3%	+10.4%	−9.8%	$45.1B
2	BDFMC	U.S. Micro Cap Portfolio ETFRead Desk		0.43%	0.46%	+1.4%	new	new	new	new	[…]	$7.6B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ADIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk		0.16%	1.35%	+3.1%	+12.2%	+14.2%	+19.3%	+10.4%	−9.8%	$45.1B
2	BDFMC	U.S. Micro Cap Portfolio ETFRead Desk		0.43%	0.46%	+1.4%	new	new	new	new	[…]	$7.6B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DIA vs DFMC

DIA

SPDR Dow Jones Industrial Average ETF Trust

$16,375

DFMC

U.S. Micro Cap Portfolio

[…]

MeasureDIADFMC

Fee0.16%0.43%

Cost on $10k a year$16$43

Yield1.35%0.46%

5 years, per year+10.4%[…]

3 years, per year+19.3%[…]

Worst drop · 1Y−9.8%[…]

Volatility · 1Y12.9%[…]

2–0measures won
DIA first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DIA, DFMC

Today

0.0%most shared, DIA and DFMC

DIADFMC

DIA—0.0%

DFMC0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$119most kept, DIA

DIA$135 − $16 = $119

DFMC$46 − $43 = $3

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee