DIA vs ESGV

ADIA

BESGV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,956ESGV · DIA $16,375

Lowest cost0.09%ESGV · $9 on $10k

Most income1.35%DIA · $135 on $10k

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

Held in common26.3%DIA and ESGV

DIA

ESGV

State Street SPDR Dow Jones Industrial Average ETF Trust · $44.9BVanguard ESG U.S. Stock ETF · $13.4B

+19.3%3 years · per year$16,984 · $19,204+24.3%

+10.4%5 years · per year$16,375 · $16,956+11.1%

0.16%Expense ratio$16 · $9 on $10k · lower wins0.09%

1.35%12-mo yield$135 · $88 on $10k0.88%

−9.8%Worst dropSmaller wins−11.6%

12.9%VolatilityLower wins14.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsDIA · ESGV

6.0%MSFT6.4%

3.8%AAPL8.0%

3.2%GOOGL3.3%

2.9%AMZN4.0%

Held in common26.3%

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	BESGV	Vanguard ESG U.S. Stock ETFRead Desk		0.09%	0.88%	+2.1%	+12.7%	+12.4%	+24.3%	+11.1%	−11.6%	$13.4B
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

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	BESGV	Vanguard ESG U.S. Stock ETFRead Desk		0.09%	0.88%	+2.1%	+12.7%	+12.4%	+24.3%	+11.1%	−11.6%	$13.4B
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

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 ESGV

DIA

SPDR Dow Jones Industrial Average ETF Trust

$16,375

ESGV

Vanguard ESG U.S. Stock

$16,956

MeasureDIAESGV

Fee0.16%0.09%

Cost on $10k a year$16$9

Yield1.35%0.88%

5 years, per year+10.4%+11.1%

3 years, per year+19.3%+24.3%

Worst drop · 1Y−9.8%−11.6%

Volatility · 1Y12.9%14.7%

3–3measures won
level

26.3%

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%

$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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DIA, ESGV

Today

26.3%most shared, DIA and ESGV

DIAESGV

DIA—26.3%

ESGV26.3%—

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

ESGV$88 − $9 = $79

KeptFee

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