FNDA vs DIA

AFNDA

BDIA

Measures won1–5DIA wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · DIA $15,693

Lowest cost0.03%VUG · $3 on $10k

Most income1.40%DIA · $140 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

+17.4%3 years · per year$16,173 · $16,322+17.7%

+6.8%5 years · per year$13,878 · $15,693+9.4%

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

1.24%12-mo yield$124 · $140 on $10k1.40%

−9.4%Worst dropSmaller wins−9.8%

16.1%VolatilityLower wins13.4%

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 5, 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%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.40%	−3.5%	+8.2%	+10.8%	+17.7%	+9.4%	−9.8%	$44.9B
3	AFNDA	Schwab Fundamental U.S. Small Company Index ETFRead Desk	0.25%	1.24%	−3.5%	+13.6%	+18.6%	+17.4%	+6.8%	−9.4%	$9.1B

End-of-day Nov 5, 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%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.40%	−3.5%	+8.2%	+10.8%	+17.7%	+9.4%	−9.8%	$44.9B
3	AFNDA	Schwab Fundamental U.S. Small Company Index ETFRead Desk	0.25%	1.24%	−3.5%	+13.6%	+18.6%	+17.4%	+6.8%	−9.4%	$9.1B

End-of-day Nov 5, 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

$13,878

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,693

MeasureFNDADIA

Fee0.25%0.16%

Cost on $10k a year$25$16

Yield1.24%1.40%

5 years, per year+6.8%+9.4%

3 years, per year+17.4%+17.7%

Worst drop · 1Y−9.4%−9.8%

Volatility · 1Y16.1%13.4%

5–1measures won
DIA first

0.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FNDA, DIA, VUG

Today

20.7%most shared, DIA and VUG

FNDADIAVUG

FNDA—0.1%2.8%

DIA0.1%—20.7%

VUG2.8%20.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$124most kept, DIA

DIA$140 − $16 = $124

FNDA$124 − $25 = $99

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee