FCTR vs DIA

AFCTR

BDIA

Measures won0–6DIA wins · of 6 · 5Y

$10,000 · 5Y$16,375DIA · FCTR $9,638

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 common2.1%FCTR and DIA

FCTR

DIA

First Trust Lunt U.S. Factor Rotation ETF · $45MState Street SPDR Dow Jones Industrial Average ETF Trust · $45.1B

+13.2%3 years · per year$14,489 · $16,984+19.3%

−0.7%5 years · per year$9,638 · $16,375+10.4%

0.65%Expense ratio$65 · $16 on $10k · lower wins0.16%

0.64%12-mo yield$64 · $135 on $10k1.35%

−21.3%Worst dropSmaller wins−9.8%

21.2%VolatilityLower wins12.9%

0–6DIA wins

$10,000 · 5 yearsOne scale

Shared top holdingsFCTR · DIA

0.6%CVX2.6%

0.4%CRM2.5%

0.3%MRK1.7%

0.2%CSCO1.2%

Held in common2.1%

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%	$45.1B
2	AFCTR	First Trust Lunt U.S. Factor Rotation ETFRead Desk		0.65%	0.64%	−1.5%	−8.6%	−10.6%	+13.2%	−0.7%	−21.3%	$45M

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%	$45.1B
2	AFCTR	First Trust Lunt U.S. Factor Rotation ETFRead Desk		0.65%	0.64%	−1.5%	−8.6%	−10.6%	+13.2%	−0.7%	−21.3%	$45M

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

FCTR vs DIA

FCTR

First Trust Lunt U.S. Factor Rotation

$9,638

DIA

SPDR Dow Jones Industrial Average ETF Trust

$16,375

MeasureFCTRDIA

Fee0.65%0.16%

Cost on $10k a year$65$16

Yield0.64%1.35%

5 years, per year−0.7%+10.4%

3 years, per year+13.2%+19.3%

Worst drop · 1Y−21.3%−9.8%

Volatility · 1Y21.2%12.9%

6–0measures won
DIA first

2.1%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FCTR, DIA

Today

2.1%most shared, FCTR and DIA

FCTRDIA

FCTR—2.1%

DIA2.1%—

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

FCTR$64 − $65 = −$1

KeptFee

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