DIA vs USCL

ADIA

BUSCL

Measures won3–2DIA wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · DIA $15,693

Lowest cost0.03%VTV · $3 on $10k

Most income1.86%VTV · $186 on $10k

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

Held in common31.3%DIA and USCL

DIA

USCL

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.9BiShares Climate Conscious & Transition MSCI USA ETF · $2.6B

+17.7%3 years · per year$16,322 · $17,426+20.3%

+9.4%5 years · per year$15,693 · […][…]

0.16%Expense ratio$16 · $8 on $10k · lower wins0.08%

1.40%12-mo yield$140 · $109 on $10k1.09%

−9.8%Worst dropSmaller wins−10.3%

13.4%VolatilityLower wins13.9%

3–2DIA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDIA · USCL

6.2%MSFT7.2%

3.9%AAPL9.5%

3.2%GOOGL3.1%

3.0%AMZN4.8%

Held in common31.3%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
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
3	BUSCL	iShares Climate Conscious & Transition MSCI USA ETFRead Desk	0.08%	1.09%	−4.3%	+5.0%	+5.7%	+20.3%	new	−10.3%	$2.6B

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
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
3	BUSCL	iShares Climate Conscious & Transition MSCI USA ETFRead Desk	0.08%	1.09%	−4.3%	+5.0%	+5.7%	+20.3%	new	−10.3%	$2.6B

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 USCL

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,693

USCL

iShares Climate Conscious & Transition MSCI USA

[…]

MeasureDIAUSCL

Fee0.16%0.08%

Cost on $10k a year$16$8

Yield1.40%1.09%

5 years, per year+9.4%[…]

3 years, per year+17.7%+20.3%

Worst drop · 1Y−9.8%−10.3%

Volatility · 1Y13.4%13.9%

3–2measures won
DIA first

31.3%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV 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, USCL, VTV

Today

37.3%most shared, USCL and VTV

DIAUSCLVTV

DIA—31.3%23.4%

USCL31.3%—37.3%

VTV23.4%37.3%—

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

DIA$140 − $16 = $124

USCL$109 − $8 = $101

KeptFee

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