DIA vs SPY

ADIA

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · DIA $15,693

Lowest cost0.09%SPY · $9 on $10k

Most income1.40%DIA · $140 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common29.8%DIA and SPY

DIA

SPY

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.9BState Street SPDR S&P 500 ETF · $819B

+17.7%3 years · per year$16,322 · $18,174+22.0%

+9.4%5 years · per year$15,693 · $17,099+11.3%

0.16%Expense ratio$16 · $9 on $10k · lower wins0.09%

1.40%12-mo yield$140 · $103 on $10k1.03%

−9.8%Worst dropSmaller wins−8.9%

13.4%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsDIA · SPY

6.2%MSFT6.2%

3.9%AAPL7.7%

3.0%AMZN3.9%

3.2%GOOGL2.6%

Held in common29.8%

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	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%	$45.9B

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	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%	$45.9B

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 SPY

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,693

SPY

SPDR S&P 500

$17,099

MeasureDIASPY

Fee0.16%0.09%

Cost on $10k a year$16$9

Yield1.40%1.03%

5 years, per year+9.4%+11.3%

3 years, per year+17.7%+22.0%

Worst drop · 1Y−9.8%−8.9%

Volatility · 1Y13.4%13.6%

4–2measures won
SPY first

29.8%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DIA, SPY

Today

29.8%most shared, DIA and SPY

DIASPY

DIA—29.8%

SPY29.8%—

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

Income After Fees on $10,000

$124most kept, DIA

DIA$140 − $16 = $124

SPY$103 − $9 = $94

KeptFee

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