FCFY vs DIA

AFCFY

BDIA

Measures won1–4DIA wins · of 6 · 5Y

$10,000 · 5Y$15,590DIA

Lowest cost0.16%DIA · $16 on $10k

Most income1.40%DIA · $140 on $10k

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

Held in common3.6%FCFY and DIA

FCFY

DIA

First Trust S&P 500 Diversified Free Cash Flow ETF · $2MState Street SPDR Dow Jones Industrial Average ETF Trust · $45.9B

+20.0%3 years · per year$17,267 · $16,149+17.3%

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

0.60%Expense ratio$60 · $16 on $10k · lower wins0.16%

1.23%12-mo yield$123 · $140 on $10k1.40%

−11.9%Worst dropSmaller wins−9.8%

17.0%VolatilityLower wins13.4%

1–4DIA wins

$10,000 · 5 yearsOne scale

Shared top holdingsFCFY · DIA

2.0%CRM2.6%

1.7%IBM2.8%

Held in common3.6%

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

Both

5Y2 funds

#			Trend
1	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%	$45.9B
2	AFCFY	First Trust S&P 500 Diversified Free Cash Flow ETFRead Desk		0.60%	1.23%	−1.8%	+13.5%	+18.4%	+20.0%	new	−11.9%	$2M

End-of-day Nov 6, 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%	1.40%	−0.4%	+7.8%	+9.9%	+17.3%	+9.3%	−9.8%	$45.9B
2	AFCFY	First Trust S&P 500 Diversified Free Cash Flow ETFRead Desk		0.60%	1.23%	−1.8%	+13.5%	+18.4%	+20.0%	new	−11.9%	$2M

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

FCFY vs DIA

FCFY

First Trust S&P 500 Diversified Free Cash Flow

[…]

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,590

MeasureFCFYDIA

Fee0.60%0.16%

Cost on $10k a year$60$16

Yield1.23%1.40%

5 years, per year[…]+9.3%

3 years, per year+20.0%+17.3%

Worst drop · 1Y−11.9%−9.8%

Volatility · 1Y17.0%13.4%

4–1measures won
DIA first

3.6%

holdings shared

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FCFY, DIA

Today

3.6%most shared, FCFY and DIA

FCFYDIA

FCFY—3.6%

DIA3.6%—

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

FCFY$123 − $60 = $63

KeptFee

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