FMCX vs DIA

AFMCX

BDIA

Measures won0–5DIA wins · of 6 · 5Y

$10,000 · 5Y$16,375DIA

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 common15.8%FMCX and DIA

FMCX

DIA

FM Focus Equity ETF · $117MState Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B

+18.4%3 years · per year$16,578 · $16,984+19.3%

[…]5 years · per year[…] · $16,375+10.4%

0.72%Expense ratio$72 · $16 on $10k · lower wins0.16%

0.29%12-mo yield$29 · $135 on $10k1.35%

−12.6%Worst dropSmaller wins−9.8%

15.0%VolatilityLower wins12.9%

0–5DIA wins

$10,000 · 5 yearsOne scale

Shared top holdingsFMCX · DIA

7.4%MSFT6.0%

4.6%AMZN2.9%

4.5%CRM2.5%

2.4%V4.8%

Held in common15.8%

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%	$44.9B
2	AFMCX	FM Focus Equity ETFRead Desk		0.72%	0.29%	+2.2%	+7.4%	+7.1%	+18.4%	new	−12.6%	$117M

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%	$44.9B
2	AFMCX	FM Focus Equity ETFRead Desk		0.72%	0.29%	+2.2%	+7.4%	+7.1%	+18.4%	new	−12.6%	$117M

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

FMCX vs DIA

FMCX

FM Focus Equity

[…]

DIA

SPDR Dow Jones Industrial Average ETF Trust

$16,375

MeasureFMCXDIA

Fee0.72%0.16%

Cost on $10k a year$72$16

Yield0.29%1.35%

5 years, per year[…]+10.4%

3 years, per year+18.4%+19.3%

Worst drop · 1Y−12.6%−9.8%

Volatility · 1Y15.0%12.9%

5–0measures won
DIA first

15.8%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FMCX, DIA

Today

15.8%most shared, FMCX and DIA

FMCXDIA

FMCX—15.8%

DIA15.8%—

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

FMCX$29 − $72 = −$43

KeptFee

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