DIA vs EPRF

ADIA

BEPRF

Measures won4–2DIA wins · of 6 · 5Y

$10,000 · 5Y$16,559IWF · DIA $16,375

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 · $44.9BInnovator S&P Inv. Grade Preferred ETF · $64M

+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 yearsAll three, one 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

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
2	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%	$44.9B
3	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%	$64M

End-of-day Nov 4, 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%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
2	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%	$44.9B
3	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%	$64M

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: DIA, EPRF, IWF

Today

21.3%most shared, DIA and IWF

DIAEPRFIWF

DIA—0.0%21.3%

EPRF0.0%—0.0%

IWF21.3%0.0%—

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

IWF$37 − $18 = $19

KeptFee

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