DIA vs USPX

ADIA

BUSPX

Measures won2–4USPX wins · of 6 · 5Y

$10,000 · 5Y$17,087USPX · DIA $15,693

Lowest cost0.03%USPX · $3 on $10k

Most income1.40%DIA · $140 on $10k

Smallest drop−9.1%USPX · worst fall in 1Y

Held in common29.8%DIA and USPX

DIA

USPX

State Street SPDR Dow Jones Industrial Average ETF Trust · $44.9BFranklin U.S. Equity Index ETF · $2.1B

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

+9.4%5 years · per year$15,693 · $17,087+11.3%

0.16%Expense ratio$16 · $3 on $10k · lower wins0.03%

1.40%12-mo yield$140 · $107 on $10k1.07%

−9.8%Worst dropSmaller wins−9.1%

13.4%VolatilityLower wins13.7%

2–4USPX wins

$10,000 · 5 yearsOne scale

Shared top holdingsDIA · USPX

6.2%MSFT6.2%

3.9%AAPL7.7%

3.0%AMZN4.0%

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	BUSPX	Franklin U.S. Equity Index ETFRead Desk		0.03%	1.07%	−4.4%	+7.9%	+9.0%	+22.0%	+11.3%	−9.1%	$2.1B
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%	$44.9B

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	BUSPX	Franklin U.S. Equity Index ETFRead Desk		0.03%	1.07%	−4.4%	+7.9%	+9.0%	+22.0%	+11.3%	−9.1%	$2.1B
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%	$44.9B

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 USPX

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,693

USPX

Franklin U.S. Equity Index

$17,087

MeasureDIAUSPX

Fee0.16%0.03%

Cost on $10k a year$16$3

Yield1.40%1.07%

5 years, per year+9.4%+11.3%

3 years, per year+17.7%+22.0%

Worst drop · 1Y−9.8%−9.1%

Volatility · 1Y13.4%13.7%

4–2measures won
USPX first

29.8%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DIA, USPX

Today

29.8%most shared, DIA and USPX

DIAUSPX

DIA—29.8%

USPX29.8%—

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

USPX$107 − $3 = $104

KeptFee

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