DIA vs VTV

ADIA

BVTV

Measures won0–6VTV wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · DIA $15,590

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

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

Held in common23.4%DIA and VTV

DIA

VTV

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.9BVanguard Morningstar Value ETF · $184B

+17.3%3 years · per year$16,149 · $17,687+20.9%

+9.3%5 years · per year$15,590 · $17,585+12.0%

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

1.40%12-mo yield$140 · $187 on $10k1.87%

−9.8%Worst dropSmaller wins−6.4%

13.4%VolatilityLower wins10.7%

0–6VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsDIA · VTV

3.9%JPM3.3%

3.1%JNJ2.4%

1.5%WMT1.7%

2.5%CVX1.5%

Held in common23.4%

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
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%	$45.9B

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
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%	$45.9B

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 VTV

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,590

VTV

Vanguard Morningstar Value

$17,585

MeasureDIAVTV

Fee0.16%0.03%

Cost on $10k a year$16$3

Yield1.40%1.87%

5 years, per year+9.3%+12.0%

3 years, per year+17.3%+20.9%

Worst drop · 1Y−9.8%−6.4%

Volatility · 1Y13.4%10.7%

6–0measures won
VTV first

23.4%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: DIA, VTV

Today

23.4%most shared, DIA and VTV

DIAVTV

DIA—23.4%

VTV23.4%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

DIA$140 − $16 = $124

KeptFee

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