DIA vs SCHB

ADIA

BSCHB

Measures won2–4SCHB wins · of 6 · 5Y

$10,000 · 5Y$17,270SCHB · DIA $16,375

Lowest cost0.03%SCHB · $3 on $10k

Most income1.35%DIA · $135 on $10k

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

Held in common27.2%DIA and SCHB

DIA

SCHB

State Street SPDR Dow Jones Industrial Average ETF Trust · $44.9BSchwab U.S. Broad Market ETF · $44.9B

+19.3%3 years · per year$16,984 · $19,056+24.0%

+10.4%5 years · per year$16,375 · $17,270+11.5%

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

1.35%12-mo yield$135 · $104 on $10k1.04%

−9.8%Worst dropSmaller wins−8.9%

12.9%VolatilityLower wins13.1%

2–4SCHB wins

$10,000 · 5 yearsOne scale

Shared top holdingsDIA · SCHB

6.0%MSFT5.3%

3.8%AAPL6.6%

2.9%AMZN3.4%

2.4%NVDA6.8%

Held in common27.2%

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	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.9B
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	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.9B
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 SCHB

DIA

SPDR Dow Jones Industrial Average ETF Trust

$16,375

SCHB

Schwab U.S. Broad Market

$17,270

MeasureDIASCHB

Fee0.16%0.03%

Cost on $10k a year$16$3

Yield1.35%1.04%

5 years, per year+10.4%+11.5%

3 years, per year+19.3%+24.0%

Worst drop · 1Y−9.8%−8.9%

Volatility · 1Y12.9%13.1%

4–2measures won
SCHB first

27.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI wins

End-of-day Nov 4, 2026

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

Overlap: DIA, SCHB

Today

27.2%most shared, DIA and SCHB

DIASCHB

DIA—27.2%

SCHB27.2%—

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

SCHB$104 − $3 = $101

KeptFee

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