EPS vs DIA

AEPS

BDIA

Measures won5–1EPS wins · of 6 · 5Y

$10,000 · 5Y$17,576EPS · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income1.37%DIA · $137 on $10k

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

Held in common31.3%EPS and DIA

EPS

DIA

WisdomTree U.S. LargeCap Fund · $1.6BState Street SPDR Dow Jones Industrial Average ETF Trust · $44.0B

+21.6%3 years · per year$17,977 · $16,221+17.5%

+11.9%5 years · per year$17,576 · $15,889+9.7%

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

1.13%12-mo yield$113 · $137 on $10k1.37%

−8.4%Worst dropSmaller wins−9.8%

13.2%VolatilityLower wins13.6%

5–1EPS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEPS · DIA

4.9%MSFT6.1%

6.1%AAPL4.0%

5.0%GOOGL3.3%

6.3%AMZN3.0%

Held in common31.3%

End-of-day Nov 9, 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	AEPS	WisdomTree U.S. LargeCap FundRead Desk	0.08%	1.13%	+2.4%	+12.3%	+15.2%	+21.6%	+11.9%	−8.4%	$1.6B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.37%	+2.2%	+10.1%	+13.2%	+17.5%	+9.7%	−9.8%	$44.0B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AEPS	WisdomTree U.S. LargeCap FundRead Desk	0.08%	1.13%	+2.4%	+12.3%	+15.2%	+21.6%	+11.9%	−8.4%	$1.6B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.37%	+2.2%	+10.1%	+13.2%	+17.5%	+9.7%	−9.8%	$44.0B

End-of-day Nov 9, 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

$17,576

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,889

MeasureEPSDIA

Fee0.08%0.16%

Cost on $10k a year$8$16

Yield1.13%1.37%

5 years, per year+11.9%+9.7%

3 years, per year+21.6%+17.5%

Worst drop · 1Y−8.4%−9.8%

Volatility · 1Y13.2%13.6%

5–1measures won
EPS first

31.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: EPS, DIA, VUG

Today

44.7%most shared, EPS and VUG

EPSDIAVUG

EPS—31.3%44.7%

DIA31.3%—20.8%

VUG44.7%20.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$121most kept, DIA

DIA$137 − $16 = $121

EPS$113 − $8 = $105

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee