DIA vs EPRF

ADIA

BEPRF

Measures won4–2DIA wins · of 6 · 5Y

$10,000 · 5Y$16,375DIA · EPRF $8,633

Lowest cost0.16%DIA · $16 on $10k

Most income6.46%EPRF · $646 on $10k

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

Held in common0.0%DIA and EPRF

DIA

EPRF

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.1BInnovator S&P Inv. Grade Preferred ETF · $62M

+19.3%3 years · per year$16,984 · $11,301+4.2%

+10.4%5 years · per year$16,375 · $8,633−2.9%

0.16%Expense ratio$16 · $47 on $10k · lower wins0.47%

1.35%12-mo yield$135 · $646 on $10k6.46%

−9.8%Worst dropSmaller wins−10.2%

12.9%VolatilityLower wins7.7%

4–2DIA wins

$10,000 · 5 yearsOne scale

Shared top holdingsDIA · EPRF

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	BEPRF	Innovator S&P Inv. Grade Preferred ETFRead Desk		0.47%	6.46%	+1.9%	−6.0%	−6.7%	+4.2%	−2.9%	−10.2%	$62M

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	BEPRF	Innovator S&P Inv. Grade Preferred ETFRead Desk		0.47%	6.46%	+1.9%	−6.0%	−6.7%	+4.2%	−2.9%	−10.2%	$62M

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 EPRF

DIA

SPDR Dow Jones Industrial Average ETF Trust

$16,375

EPRF

Innovator S&P Inv. Grade Preferred

$8,633

MeasureDIAEPRF

Fee0.16%0.47%

Cost on $10k a year$16$47

Yield1.35%6.46%

5 years, per year+10.4%−2.9%

3 years, per year+19.3%+4.2%

Worst drop · 1Y−9.8%−10.2%

Volatility · 1Y12.9%7.7%

4–2measures 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, EPRF

Today

0.0%most shared, DIA and EPRF

DIAEPRF

DIA—0.0%

EPRF0.0%—

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

Income After Fees on $10,000

$599most kept, EPRF

EPRF$646 − $47 = $599

DIA$135 − $16 = $119

KeptFee

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