FFLC vs DIA

AFFLC

BDIA

Measures won2–4DIA wins · of 6 · 5Y

$10,000 · 5Y$20,461FFLC · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income1.37%DIA · $137 on $10k

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

Held in common27.0%FFLC and DIA

FFLC

DIA

Fidelity Fundamental Large Cap Core ETF · $1.2BState Street SPDR Dow Jones Industrial Average ETF Trust · $44.0B

+22.2%3 years · per year$18,256 · $16,221+17.5%

+15.4%5 years · per year$20,461 · $15,889+9.7%

0.38%Expense ratio$38 · $16 on $10k · lower wins0.16%

1.03%12-mo yield$103 · $137 on $10k1.37%

−10.0%Worst dropSmaller wins−9.8%

14.6%VolatilityLower wins13.6%

2–4DIA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFFLC · DIA

6.5%MSFT6.1%

4.7%AAPL4.0%

5.2%GOOGL3.3%

5.1%AMZN3.0%

Held in common27.0%

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	AFFLC	Fidelity Fundamental Large Cap Core ETFRead Desk	0.38%	1.03%	+2.3%	+9.6%	+12.7%	+22.2%	+15.4%	−10.0%	$1.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	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

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	AFFLC	Fidelity Fundamental Large Cap Core ETFRead Desk	0.38%	1.03%	+2.3%	+9.6%	+12.7%	+22.2%	+15.4%	−10.0%	$1.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	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

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

FFLC vs DIA

FFLC

Fidelity Fundamental Large Cap Core

$20,461

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,889

MeasureFFLCDIA

Fee0.38%0.16%

Cost on $10k a year$38$16

Yield1.03%1.37%

5 years, per year+15.4%+9.7%

3 years, per year+22.2%+17.5%

Worst drop · 1Y−10.0%−9.8%

Volatility · 1Y14.6%13.6%

4–2measures won
DIA first

27.0%

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: FFLC, DIA, VUG

Today

44.5%most shared, FFLC and VUG

FFLCDIAVUG

FFLC—27.0%44.5%

DIA27.0%—20.8%

VUG44.5%20.8%—

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

FFLC$103 − $38 = $65

VUG$41 − $3 = $38

KeptFee

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