EQTY vs DIA

AEQTY

BDIA

Measures won1–3DIA wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · DIA $15,590

Lowest cost0.03%VUG · $3 on $10k

Most income1.40%DIA · $140 on $10k

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

Held in common16.4%EQTY and DIA

EQTY

DIA

Kovitz Core Equity ETF · $1.4BState Street SPDR Dow Jones Industrial Average ETF Trust · $45.3B

+18.9%3 years · per year$16,794 · $16,149+17.3%

[…]5 years · per year[…] · $15,590+9.3%

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

0.02%12-mo yield$2 · $140 on $10k1.40%

−11.9%Worst dropSmaller wins−9.8%

13.4%VolatilityLower wins13.4%

1–3DIA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEQTY · DIA

3.9%MSFT6.2%

3.1%V4.9%

4.8%AMZN3.0%

2.8%CRM2.6%

Held in common16.4%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BDIA	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%	$45.3B
3	AEQTY	Kovitz Core Equity ETFRead Desk	0.99%	0.02%	−0.2%	+8.9%	+13.3%	+18.9%	new	−11.9%	$1.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BDIA	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%	$45.3B
3	AEQTY	Kovitz Core Equity ETFRead Desk	0.99%	0.02%	−0.2%	+8.9%	+13.3%	+18.9%	new	−11.9%	$1.4B

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

EQTY vs DIA

EQTY

Kovitz Core Equity

[…]

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,590

MeasureEQTYDIA

Fee0.99%0.16%

Cost on $10k a year$99$16

Yield0.02%1.40%

5 years, per year[…]+9.3%

3 years, per year+18.9%+17.3%

Worst drop · 1Y−11.9%−9.8%

Volatility · 1Y13.4%13.4%

3–1measures won
DIA first

16.4%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: EQTY, DIA, VUG

Today

23.0%most shared, EQTY and VUG

EQTYDIAVUG

EQTY—16.4%23.0%

DIA16.4%—20.7%

VUG23.0%20.7%—

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

Income After Fees on $10,000

$124most kept, DIA

DIA$140 − $16 = $124

VUG$42 − $3 = $39

EQTY$2 − $99 = −$97

KeptFee

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