EPS vs DIA

AEPS

BDIA

Measures won5–1EPS wins · of 6 · 5Y

$10,000 · 5Y$18,029EPS · DIA $16,375

Lowest cost0.08%EPS · $8 on $10k

Most income1.35%DIA · $135 on $10k

Smallest drop−8.4%EPS · worst fall in 1Y

Held in common30.8%EPS and DIA

EPS

DIA

WisdomTree U.S. LargeCap Fund · $1.6BState Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B

+23.7%3 years · per year$18,913 · $16,984+19.3%

+12.5%5 years · per year$18,029 · $16,375+10.4%

0.08%Expense ratio$8 · $16 on $10k · lower wins0.16%

1.12%12-mo yield$112 · $135 on $10k1.35%

−8.4%Worst dropSmaller wins−9.8%

12.4%VolatilityLower wins12.9%

5–1EPS wins

$10,000 · 5 yearsOne scale

Shared top holdingsEPS · DIA

4.7%MSFT6.0%

6.0%AAPL3.8%

4.8%GOOGL3.2%

5.6%AMZN2.9%

Held in common30.8%

End-of-day Nov 4, 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	AEPS	WisdomTree U.S. LargeCap FundRead Desk		0.08%	1.12%	+1.8%	+14.2%	+15.6%	+23.7%	+12.5%	−8.4%	$1.6B
2	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk		0.16%	1.35%	+3.1%	+12.2%	+14.2%	+19.3%	+10.4%	−9.8%	$44.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AEPS	WisdomTree U.S. LargeCap FundRead Desk		0.08%	1.12%	+1.8%	+14.2%	+15.6%	+23.7%	+12.5%	−8.4%	$1.6B
2	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk		0.16%	1.35%	+3.1%	+12.2%	+14.2%	+19.3%	+10.4%	−9.8%	$44.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

EPS vs DIA

EPS

WisdomTree U.S. LargeCap Fund

$18,029

DIA

SPDR Dow Jones Industrial Average ETF Trust

$16,375

MeasureEPSDIA

Fee0.08%0.16%

Cost on $10k a year$8$16

Yield1.12%1.35%

5 years, per year+12.5%+10.4%

3 years, per year+23.7%+19.3%

Worst drop · 1Y−8.4%−9.8%

Volatility · 1Y12.4%12.9%

5–1measures won
EPS first

30.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: EPS, DIA

Today

30.8%most shared, EPS and DIA

EPSDIA

EPS—30.8%

DIA30.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$119most kept, DIA

DIA$135 − $16 = $119

EPS$112 − $8 = $104

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee