FNDX vs DIA

AFNDX

BDIA

Measures won5–1FNDX wins · of 6 · 5Y

$10,000 · 5Y$19,364FNDX · DIA $16,375

Lowest cost0.16%DIA · $16 on $10k

Most income1.42%FNDX · $142 on $10k

Smallest drop−6.0%FNDX · worst fall in 1Y

Held in common25.1%FNDX and DIA

FNDX

DIA

Schwab Fundamental U.S. Large Company ETF · $28.9BState Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B

+24.7%3 years · per year$19,375 · $16,984+19.3%

+14.1%5 years · per year$19,364 · $16,375+10.4%

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

1.42%12-mo yield$142 · $135 on $10k1.35%

−6.0%Worst dropSmaller wins−9.8%

9.9%VolatilityLower wins12.9%

5–1FNDX wins

$10,000 · 5 yearsOne scale

Shared top holdingsFNDX · DIA

4.7%AAPL3.8%

3.2%MSFT6.0%

1.9%AMZN2.9%

1.7%CVX2.6%

Held in common25.1%

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

Both

5Y2 funds

#			Trend
1	AFNDX	Schwab Fundamental U.S. Large Company ETFRead Desk		0.25%	1.42%	+1.9%	+23.4%	+27.2%	+24.7%	+14.1%	−6.0%	$28.9B
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

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	AFNDX	Schwab Fundamental U.S. Large Company ETFRead Desk		0.25%	1.42%	+1.9%	+23.4%	+27.2%	+24.7%	+14.1%	−6.0%	$28.9B
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

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

FNDX vs DIA

FNDX

Schwab Fundamental U.S. Large Company

$19,364

DIA

SPDR Dow Jones Industrial Average ETF Trust

$16,375

MeasureFNDXDIA

Fee0.25%0.16%

Cost on $10k a year$25$16

Yield1.42%1.35%

5 years, per year+14.1%+10.4%

3 years, per year+24.7%+19.3%

Worst drop · 1Y−6.0%−9.8%

Volatility · 1Y9.9%12.9%

5–1measures won
FNDX first

25.1%

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: FNDX, DIA

Today

25.1%most shared, FNDX and DIA

FNDXDIA

FNDX—25.1%

DIA25.1%—

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

FNDX$142 − $25 = $117

KeptFee

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