FNDA vs DIA

AFNDA

BDIA

Measures won1–5DIA wins · of 6 · 5Y

$10,000 · 5Y$16,559IWF · DIA $16,375

Lowest cost0.16%DIA · $16 on $10k

Most income1.35%DIA · $135 on $10k

Smallest drop−9.4%FNDA · worst fall in 1Y

Held in common0.1%FNDA and DIA

FNDA

DIA

Schwab Fundamental U.S. Small Company Index ETF · $9.1BState Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B

+19.1%3 years · per year$16,896 · $16,984+19.3%

+7.9%5 years · per year$14,615 · $16,375+10.4%

0.25%Expense ratio$25 · $16 on $10k · lower wins0.16%

1.20%12-mo yield$120 · $135 on $10k1.35%

−9.4%Worst dropSmaller wins−9.8%

15.7%VolatilityLower wins12.9%

1–5DIA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFNDA · DIA

0.1%BA2.0%

Held in common0.1%

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

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
2	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
3	AFNDA	Schwab Fundamental U.S. Small Company Index ETFRead Desk	0.25%	1.20%	+1.5%	+17.7%	+21.5%	+19.1%	+7.9%	−9.4%	$9.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
2	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
3	AFNDA	Schwab Fundamental U.S. Small Company Index ETFRead Desk	0.25%	1.20%	+1.5%	+17.7%	+21.5%	+19.1%	+7.9%	−9.4%	$9.1B

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

FNDA vs DIA

FNDA

Schwab Fundamental U.S. Small Company Index

$14,615

DIA

SPDR Dow Jones Industrial Average ETF Trust

$16,375

MeasureFNDADIA

Fee0.25%0.16%

Cost on $10k a year$25$16

Yield1.20%1.35%

5 years, per year+7.9%+10.4%

3 years, per year+19.1%+19.3%

Worst drop · 1Y−9.4%−9.8%

Volatility · 1Y15.7%12.9%

5–1measures won
DIA first

0.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

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

Overlap: FNDA, DIA, IWF

Today

21.3%most shared, DIA and IWF

FNDADIAIWF

FNDA—0.1%3.8%

DIA0.1%—21.3%

IWF3.8%21.3%—

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

FNDA$120 − $25 = $95

IWF$37 − $18 = $19

KeptFee

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