DIA vs SCHD

ADIA

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · DIA $16,375

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common19.1%DIA and SCHD

DIA

SCHD

State Street SPDR Dow Jones Industrial Average ETF Trust · $44.9BSchwab U.S. Dividend Equity ETF · $123B

+19.3%3 years · per year$16,984 · $17,908+21.4%

+10.4%5 years · per year$16,375 · $16,881+11.0%

0.16%Expense ratio$16 · $6 on $10k · lower wins0.06%

1.35%12-mo yield$135 · $291 on $10k2.91%

−9.8%Worst dropSmaller wins−6.9%

12.9%VolatilityLower wins11.5%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsDIA · SCHD

5.3%AMGN4.1%

4.6%UNH4.0%

3.8%HD4.1%

2.6%CVX4.2%

Held in common19.1%

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
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 SCHD

DIA

SPDR Dow Jones Industrial Average ETF Trust

$16,375

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureDIASCHD

Fee0.16%0.06%

Cost on $10k a year$16$6

Yield1.35%2.91%

5 years, per year+10.4%+11.0%

3 years, per year+19.3%+21.4%

Worst drop · 1Y−9.8%−6.9%

Volatility · 1Y12.9%11.5%

6–0measures won
SCHD first

19.1%

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, SCHD

Today

19.1%most shared, DIA and SCHD

DIASCHD

DIA—19.1%

SCHD19.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

DIA$135 − $16 = $119

KeptFee

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