DIA vs MGC

ADIA

BMGC

Measures won2–3MGC wins · of 6 · 5Y

$10,000 · 5Y$18,549MGC · DIA $16,375

Lowest cost0.05%MGC · $5 on $10k

Most income1.35%DIA · $135 on $10k

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

Held in common31.3%DIA and MGC

DIA

MGC

State Street SPDR Dow Jones Industrial Average ETF Trust · $44.9BVanguard Morningstar Mega Cap ETF · $10.3B

+19.3%3 years · per year$16,984 · $19,585+25.1%

+10.4%5 years · per year$16,375 · $18,549+13.2%

0.16%Expense ratio$16 · $5 on $10k · lower wins0.05%

1.35%12-mo yield$135 · $92 on $10k0.92%

−9.8%Worst dropSmaller wins−9.8%

12.9%VolatilityLower wins13.6%

2–3MGC wins

$10,000 · 5 yearsOne scale

Shared top holdingsDIA · MGC

6.0%MSFT7.0%

3.8%AAPL8.9%

3.2%GOOGL3.7%

2.9%AMZN4.5%

Held in common31.3%

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	BMGC	Vanguard Morningstar Mega Cap ETFRead Desk		0.05%	0.92%	+1.8%	+12.7%	+12.6%	+25.1%	+13.2%	−9.8%	$10.3B
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	BMGC	Vanguard Morningstar Mega Cap ETFRead Desk		0.05%	0.92%	+1.8%	+12.7%	+12.6%	+25.1%	+13.2%	−9.8%	$10.3B
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 MGC

DIA

SPDR Dow Jones Industrial Average ETF Trust

$16,375

MGC

Vanguard Morningstar Mega Cap

$18,549

MeasureDIAMGC

Fee0.16%0.05%

Cost on $10k a year$16$5

Yield1.35%0.92%

5 years, per year+10.4%+13.2%

3 years, per year+19.3%+25.1%

Worst drop · 1Y−9.8%−9.8%

Volatility · 1Y12.9%13.6%

3–2measures won
MGC first

31.3%

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, MGC

Today

31.3%most shared, DIA and MGC

DIAMGC

DIA—31.3%

MGC31.3%—

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

MGC$92 − $5 = $87

KeptFee

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