DIA vs SMMD

ADIA

BSMMD

Measures won4–2DIA wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · DIA $15,590

Lowest cost0.03%VUG · $3 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 yearsAll three, one 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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
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	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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
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	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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

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, SMMD, VUG

Today

20.7%most shared, DIA and VUG

DIASMMDVUG

DIA—0.0%20.7%

SMMD0.0%—0.0%

VUG20.7%0.0%—

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

VUG$42 − $3 = $39

KeptFee

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