DIA vs SIZE

ADIA

BSIZE

Measures won2–4SIZE wins · of 6 · 5Y

$10,000 · 5Y$16,375DIA · SIZE $14,800

Lowest cost0.15%SIZE · $15 on $10k

Most income1.35%DIA · $135 on $10k

Smallest drop−8.0%SIZE · worst fall in 1Y

Held in common5.3%DIA and SIZE

DIA

SIZE

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.1BiShares MSCI USA Size Factor ETF · $434M

+19.3%3 years · per year$16,984 · $17,299+20.0%

+10.4%5 years · per year$16,375 · $14,800+8.2%

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

1.35%12-mo yield$135 · $134 on $10k1.34%

−9.8%Worst dropSmaller wins−8.0%

12.9%VolatilityLower wins12.7%

2–4SIZE wins

$10,000 · 5 yearsOne scale

Shared top holdingsDIA · SIZE

5.3%AMGN0.2%

4.5%TRV0.2%

2.5%CRM0.2%

1.7%MRK0.2%

Held in common5.3%

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	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%	$45.1B
2	BSIZE	iShares MSCI USA Size Factor ETFRead Desk		0.15%	1.34%	+1.8%	+14.9%	+16.4%	+20.0%	+8.2%	−8.0%	$434M

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	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%	$45.1B
2	BSIZE	iShares MSCI USA Size Factor ETFRead Desk		0.15%	1.34%	+1.8%	+14.9%	+16.4%	+20.0%	+8.2%	−8.0%	$434M

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 SIZE

DIA

SPDR Dow Jones Industrial Average ETF Trust

$16,375

SIZE

iShares MSCI USA Size Factor

$14,800

MeasureDIASIZE

Fee0.16%0.15%

Cost on $10k a year$16$15

Yield1.35%1.34%

5 years, per year+10.4%+8.2%

3 years, per year+19.3%+20.0%

Worst drop · 1Y−9.8%−8.0%

Volatility · 1Y12.9%12.7%

4–1measures won
SIZE first

5.3%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DIA, SIZE

Today

5.3%most shared, DIA and SIZE

DIASIZE

DIA—5.3%

SIZE5.3%—

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

Income After Fees on $10,000

$119most kept, SIZE

SIZE$134 − $15 = $119

DIA$135 − $16 = $119

KeptFee

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