EQTY vs DIA

AEQTY

BDIA

Measures won1–4DIA wins · of 6 · 5Y

$10,000 · 5Y$16,375DIA

Lowest cost0.16%DIA · $16 on $10k

Most income1.35%DIA · $135 on $10k

Smallest drop−9.8%DIA · worst fall in 1Y

Held in common16.2%EQTY and DIA

EQTY

DIA

Kovitz Core Equity ETF · $1.4BState Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B

+20.9%3 years · per year$17,686 · $16,984+19.3%

[…]5 years · per year[…] · $16,375+10.4%

0.99%Expense ratio$99 · $16 on $10k · lower wins0.16%

0.02%12-mo yield$2 · $135 on $10k1.35%

−11.9%Worst dropSmaller wins−9.8%

13.0%VolatilityLower wins12.9%

1–4DIA wins

$10,000 · 5 yearsOne scale

Shared top holdingsEQTY · DIA

3.9%MSFT6.0%

3.1%V4.8%

4.8%AMZN2.9%

2.8%CRM2.5%

Held in common16.2%

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	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
2	AEQTY	Kovitz Core Equity ETFRead Desk		0.99%	0.02%	+2.4%	+12.7%	+17.5%	+20.9%	new	−11.9%	$1.4B

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	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
2	AEQTY	Kovitz Core Equity ETFRead Desk		0.99%	0.02%	+2.4%	+12.7%	+17.5%	+20.9%	new	−11.9%	$1.4B

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

EQTY vs DIA

EQTY

Kovitz Core Equity

[…]

DIA

SPDR Dow Jones Industrial Average ETF Trust

$16,375

MeasureEQTYDIA

Fee0.99%0.16%

Cost on $10k a year$99$16

Yield0.02%1.35%

5 years, per year[…]+10.4%

3 years, per year+20.9%+19.3%

Worst drop · 1Y−11.9%−9.8%

Volatility · 1Y13.0%12.9%

4–1measures won
DIA first

16.2%

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: EQTY, DIA

Today

16.2%most shared, EQTY and DIA

EQTYDIA

EQTY—16.2%

DIA16.2%—

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

EQTY$2 − $99 = −$97

KeptFee

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