DIA vs SIZE

ADIA

BSIZE

Measures won2–4SIZE wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · DIA $15,590

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common5.4%DIA and SIZE

DIA

SIZE

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.3BiShares MSCI USA Size Factor ETF · $425M

+17.3%3 years · per year$16,149 · $16,431+18.0%

+9.3%5 years · per year$15,590 · $14,104+7.1%

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 6, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	ADIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.40%	−0.4%	+7.8%	+9.9%	+17.3%	+9.3%	−9.8%	$45.3B
3	BSIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.39%	−0.4%	+10.6%	+12.4%	+18.0%	+7.1%	−8.0%	$425M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	ADIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.40%	−0.4%	+7.8%	+9.9%	+17.3%	+9.3%	−9.8%	$45.3B
3	BSIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.39%	−0.4%	+10.6%	+12.4%	+18.0%	+7.1%	−8.0%	$425M

End-of-day Nov 6, 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

$15,590

SIZE

iShares MSCI USA Size Factor

$14,104

MeasureDIASIZE

Fee0.16%0.15%

Cost on $10k a year$16$15

Yield1.40%1.39%

5 years, per year+9.3%+7.1%

3 years, per year+17.3%+18.0%

Worst drop · 1Y−9.8%−8.0%

Volatility · 1Y13.4%13.2%

4–1measures won
SIZE first

5.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: DIA, SIZE, VTV

Today

43.4%most shared, SIZE and VTV

DIASIZEVTV

DIA—5.4%23.4%

SIZE5.4%—43.4%

VTV23.4%43.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

SIZE$139 − $15 = $124

DIA$140 − $16 = $124

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee