DIA vs IWB

ADIA

BIWB

Measures won2–4IWB wins · of 6 · 5Y

$10,000 · 5Y$16,543IWB · DIA $15,693

Lowest cost0.15%IWB · $15 on $10k

Most income1.40%DIA · $140 on $10k

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

Held in common28.4%DIA and IWB

DIA

IWB

State Street SPDR Dow Jones Industrial Average ETF Trust · $44.9BiShares Russell 1000 ETF · $48.5B

+17.7%3 years · per year$16,322 · $18,083+21.8%

+9.4%5 years · per year$15,693 · $16,543+10.6%

0.16%Expense ratio$16 · $15 on $10k · lower wins0.15%

1.40%12-mo yield$140 · $95 on $10k0.95%

−9.8%Worst dropSmaller wins−8.9%

13.4%VolatilityLower wins13.6%

2–4IWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsDIA · IWB

6.2%MSFT5.8%

3.9%AAPL7.1%

3.0%AMZN3.6%

3.2%GOOGL2.4%

Held in common28.4%

End-of-day Nov 5, 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	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$48.5B
2	ADIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk		0.16%	1.40%	−3.5%	+8.2%	+10.8%	+17.7%	+9.4%	−9.8%	$44.9B

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

Both

5Y2 funds

#			Trend
1	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$48.5B
2	ADIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk		0.16%	1.40%	−3.5%	+8.2%	+10.8%	+17.7%	+9.4%	−9.8%	$44.9B

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

Cards for this view

DIA vs IWB

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,693

IWB

iShares Russell 1000

$16,543

MeasureDIAIWB

Fee0.16%0.15%

Cost on $10k a year$16$15

Yield1.40%0.95%

5 years, per year+9.4%+10.6%

3 years, per year+17.7%+21.8%

Worst drop · 1Y−9.8%−8.9%

Volatility · 1Y13.4%13.6%

4–2measures won
IWB first

28.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DIA, IWB

Today

28.4%most shared, DIA and IWB

DIAIWB

DIA—28.4%

IWB28.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$124most kept, DIA

DIA$140 − $16 = $124

IWB$95 − $15 = $80

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee