DIA vs IVV

ADIA

BIVV

Measures won2–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.40%DIA · $140 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common30.0%DIA and IVV

DIA

IVV

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.9BiShares Core S&P 500 ETF · $853B

+17.3%3 years · per year$16,149 · $18,084+21.8%

+9.3%5 years · per year$15,590 · $17,177+11.4%

0.16%Expense ratio$16 · $3 on $10k · lower wins0.03%

1.40%12-mo yield$140 · $114 on $10k1.14%

−9.8%Worst dropSmaller wins−8.9%

13.4%VolatilityLower wins13.6%

2–4IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDIA · IVV

6.2%MSFT6.3%

4.0%AAPL7.9%

3.0%AMZN4.0%

3.3%GOOGL2.6%

Held in common30.0%

End-of-day Nov 6, 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	ADIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.40%	−0.4%	+7.8%	+9.9%	+17.3%	+9.3%	−9.8%	$45.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	ADIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.40%	−0.4%	+7.8%	+9.9%	+17.3%	+9.3%	−9.8%	$45.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DIA vs IVV

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,590

IVV

iShares Core S&P 500

$17,177

MeasureDIAIVV

Fee0.16%0.03%

Cost on $10k a year$16$3

Yield1.40%1.14%

5 years, per year+9.3%+11.4%

3 years, per year+17.3%+21.8%

Worst drop · 1Y−9.8%−8.9%

Volatility · 1Y13.4%13.6%

4–2measures won
IVV first

30.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: DIA, IVV, VOO

Today

92.2%most shared, IVV and VOO

DIAIVVVOO

DIA—30.0%29.0%

IVV30.0%—92.2%

VOO29.0%92.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$124most kept, DIA

DIA$140 − $16 = $124

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee