DIA vs GXLC

ADIA

BGXLC

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,902VUG · DIA $15,770

Lowest cost0.02%GXLC · $2 on $10k

Most income1.39%DIA · $139 on $10k

Smallest drop−9.1%GXLC · worst fall in 1Y

Held in common29.3%DIA and GXLC

DIA

GXLC

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.1BGlobal X - U.S. 500 ETF · $5M

+18.7%3 years · per year$16,728 · […][…]

+9.5%5 years · per year$15,770 · […][…]

0.16%Expense ratio$16 · $2 on $10k · lower wins0.02%

1.39%12-mo yield$139 · $90 on $10k0.90%

−9.8%Worst dropSmaller wins−9.1%

12.6%VolatilityLower wins13.1%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDIA · GXLC

6.0%MSFT5.8%

4.0%AAPL7.5%

2.8%AMZN3.5%

3.2%GOOGL2.5%

Held in common29.3%

End-of-day Nov 3, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	ADIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.39%	−0.4%	+8.8%	+10.3%	+18.7%	+9.5%	−9.8%	$45.1B
3	BGXLC	Global X - U.S. 500 ETFRead Desk	0.02%	0.90%	0.0%	+10.7%	+10.7%	new	new	−9.1%	$5M

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	ADIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.39%	−0.4%	+8.8%	+10.3%	+18.7%	+9.5%	−9.8%	$45.1B
3	BGXLC	Global X - U.S. 500 ETFRead Desk	0.02%	0.90%	0.0%	+10.7%	+10.7%	new	new	−9.1%	$5M

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

Cards for this view

DIA vs GXLC

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,770

GXLC

Global X - U.S. 500

[…]

MeasureDIAGXLC

Fee0.16%0.02%

Cost on $10k a year$16$2

Yield1.39%0.90%

5 years, per year+9.5%[…]

3 years, per year+18.7%[…]

Worst drop · 1Y−9.8%−9.1%

Volatility · 1Y12.6%13.1%

2–2measures won
level

29.3%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: DIA, GXLC, VUG

Today

55.7%most shared, GXLC and VUG

DIAGXLCVUG

DIA—29.3%20.6%

GXLC29.3%—55.7%

VUG20.6%55.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$123most kept, DIA

DIA$139 − $16 = $123

GXLC$90 − $2 = $88

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee