EQTY vs DIA

AEQTY

BDIA

Measures won2–3DIA wins · of 6 · 5Y

$10,000 · 5Y$15,892IWF · DIA $15,889

Lowest cost0.16%DIA · $16 on $10k

Most income1.37%DIA · $137 on $10k

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

Held in common16.3%EQTY and DIA

EQTY

DIA

Kovitz Core Equity ETF · $1.4BState Street SPDR Dow Jones Industrial Average ETF Trust · $44.0B

+19.1%3 years · per year$16,904 · $16,221+17.5%

[…]5 years · per year[…] · $15,889+9.7%

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

0.02%12-mo yield$2 · $137 on $10k1.37%

−11.9%Worst dropSmaller wins−9.8%

13.5%VolatilityLower wins13.6%

2–3DIA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEQTY · DIA

3.9%MSFT6.1%

3.1%V4.9%

4.8%AMZN3.0%

2.8%CRM2.5%

Held in common16.3%

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
2	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
3	AEQTY	Kovitz Core Equity ETFRead Desk	0.99%	0.02%	+2.6%	+11.7%	+18.1%	+19.1%	new	−11.9%	$1.4B

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
2	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
3	AEQTY	Kovitz Core Equity ETFRead Desk	0.99%	0.02%	+2.6%	+11.7%	+18.1%	+19.1%	new	−11.9%	$1.4B

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

EQTY vs DIA

EQTY

Kovitz Core Equity

[…]

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,889

MeasureEQTYDIA

Fee0.99%0.16%

Cost on $10k a year$99$16

Yield0.02%1.37%

5 years, per year[…]+9.7%

3 years, per year+19.1%+17.5%

Worst drop · 1Y−11.9%−9.8%

Volatility · 1Y13.5%13.6%

3–2measures won
DIA first

16.3%

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: EQTY, DIA, IWF

Today

21.7%most shared, DIA and IWF

EQTYDIAIWF

EQTY—16.3%20.8%

DIA16.3%—21.7%

IWF20.8%21.7%—

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

IWF$38 − $18 = $20

EQTY$2 − $99 = −$97

KeptFee

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