DIA vs SMMD

ADIA

BSMMD

Measures won4–2DIA wins · of 6 · 5Y

$10,000 · 5Y$15,590DIA · SMMD $13,594

Lowest cost0.16%DIA · $16 on $10k

Most income1.40%DIA · $140 on $10k

Smallest drop−9.7%SMMD · worst fall in 1Y

Held in common0.0%DIA and SMMD

DIA

SMMD

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.3BiShares Russell 2500 ETF · $4.1B

+17.3%3 years · per year$16,149 · $17,204+19.8%

+9.3%5 years · per year$15,590 · $13,594+6.3%

0.16%Expense ratio$16 · $23 on $10k · lower wins0.23%

1.40%12-mo yield$140 · $117 on $10k1.17%

−9.8%Worst dropSmaller wins−9.7%

13.4%VolatilityLower wins17.0%

4–2DIA wins

$10,000 · 5 yearsOne scale

Shared top holdingsDIA · SMMD

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	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
2	BSMMD	iShares Russell 2500 ETFRead Desk		0.23%	1.17%	+0.5%	+14.5%	+16.9%	+19.8%	+6.3%	−9.7%	$4.1B

End-of-day Nov 6, 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%	1.40%	−0.4%	+7.8%	+9.9%	+17.3%	+9.3%	−9.8%	$45.3B
2	BSMMD	iShares Russell 2500 ETFRead Desk		0.23%	1.17%	+0.5%	+14.5%	+16.9%	+19.8%	+6.3%	−9.7%	$4.1B

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 SMMD

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,590

SMMD

iShares Russell 2500

$13,594

MeasureDIASMMD

Fee0.16%0.23%

Cost on $10k a year$16$23

Yield1.40%1.17%

5 years, per year+9.3%+6.3%

3 years, per year+17.3%+19.8%

Worst drop · 1Y−9.8%−9.7%

Volatility · 1Y13.4%17.0%

4–2measures won
DIA first

0.0%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DIA, SMMD

Today

0.0%most shared, DIA and SMMD

DIASMMD

DIA—0.0%

SMMD0.0%—

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

Income After Fees on $10,000

$124most kept, DIA

DIA$140 − $16 = $124

SMMD$117 − $23 = $94

KeptFee

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