DIA vs SIZE

ADIA

BSIZE

Measures won2–4SIZE wins · of 6 · 5Y

$10,000 · 5Y$15,693DIA · IWF $15,330

Lowest cost0.15%SIZE · $15 on $10k

Most income1.40%DIA · $140 on $10k

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

Held in common5.4%DIA and SIZE

DIA

SIZE

State Street SPDR Dow Jones Industrial Average ETF Trust · $44.9BiShares MSCI USA Size Factor ETF · $441M

+17.7%3 years · per year$16,322 · $16,580+18.4%

+9.4%5 years · per year$15,693 · $14,165+7.2%

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

1.40%12-mo yield$140 · $139 on $10k1.39%

−9.8%Worst dropSmaller wins−8.0%

13.4%VolatilityLower wins13.2%

2–4SIZE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDIA · SIZE

5.3%AMGN0.2%

4.6%TRV0.2%

2.2%MMM0.2%

1.7%MRK0.2%

Held in common5.4%

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

All Three

5Y3 funds

#
1	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
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	BSIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.39%	−3.3%	+11.1%	+13.6%	+18.4%	+7.2%	−8.0%	$441M

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

All Three

5Y3 funds

#
1	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
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	BSIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.39%	−3.3%	+11.1%	+13.6%	+18.4%	+7.2%	−8.0%	$441M

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 SIZE

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,693

SIZE

iShares MSCI USA Size Factor

$14,165

MeasureDIASIZE

Fee0.16%0.15%

Cost on $10k a year$16$15

Yield1.40%1.39%

5 years, per year+9.4%+7.2%

3 years, per year+17.7%+18.4%

Worst drop · 1Y−9.8%−8.0%

Volatility · 1Y13.4%13.2%

4–1measures won
SIZE first

5.4%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

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

Overlap: DIA, SIZE, IWF

Today

21.6%most shared, DIA and IWF

DIASIZEIWF

DIA—5.4%21.6%

SIZE5.4%—20.9%

IWF21.6%20.9%—

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

Income After Fees on $10,000

$124most kept, SIZE

SIZE$139 − $15 = $124

DIA$140 − $16 = $124

IWF$39 − $18 = $21

KeptFee

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