FCTR vs DIA

AFCTR

BDIA

Measures won0–6DIA 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 common7.8%FCTR and DIA

FCTR

DIA

First Trust Lunt U.S. Factor Rotation ETF · $46MState Street SPDR Dow Jones Industrial Average ETF Trust · $45.9B

+11.9%3 years · per year$14,020 · $16,149+17.3%

−1.4%5 years · per year$9,336 · $15,590+9.3%

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

0.65%12-mo yield$65 · $140 on $10k1.40%

−22.9%Worst dropSmaller wins−9.8%

21.0%VolatilityLower wins13.4%

0–6DIA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFCTR · DIA

1.2%V4.9%

1.2%KO1.1%

0.8%PG1.9%

0.7%TRV4.6%

Held in common7.8%

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%	$45.9B
3	AFCTR	First Trust Lunt U.S. Factor Rotation ETFRead Desk	0.65%	0.65%	−1.3%	−10.5%	−10.7%	+11.9%	−1.4%	−22.9%	$46M

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%	$45.9B
3	AFCTR	First Trust Lunt U.S. Factor Rotation ETFRead Desk	0.65%	0.65%	−1.3%	−10.5%	−10.7%	+11.9%	−1.4%	−22.9%	$46M

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

FCTR vs DIA

FCTR

First Trust Lunt U.S. Factor Rotation

$9,336

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,590

MeasureFCTRDIA

Fee0.65%0.16%

Cost on $10k a year$65$16

Yield0.65%1.40%

5 years, per year−1.4%+9.3%

3 years, per year+11.9%+17.3%

Worst drop · 1Y−22.9%−9.8%

Volatility · 1Y21.0%13.4%

6–0measures won
DIA first

7.8%

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$59.1B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: FCTR, DIA, VUG

Today

20.7%most shared, DIA and VUG

FCTRDIAVUG

FCTR—7.8%8.0%

DIA7.8%—20.7%

VUG8.0%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

FCTR$65 − $65 = $0

KeptFee

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