FPX vs DIA

AFPX

BDIA

Measures won1–5DIA wins · of 6 · 5Y

$10,000 · 5Y$16,375DIA · FPX $13,390

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 common1.9%FPX and DIA

FPX

DIA

First Trust US Equity Opportunities ETF · $1.3BState Street SPDR Dow Jones Industrial Average ETF Trust · $45.1B

+30.4%3 years · per year$22,148 · $16,984+19.3%

+6.0%5 years · per year$13,390 · $16,375+10.4%

0.57%Expense ratio$57 · $16 on $10k · lower wins0.16%

0.19%12-mo yield$19 · $135 on $10k1.35%

−18.9%Worst dropSmaller wins−9.8%

26.5%VolatilityLower wins12.9%

1–5DIA wins

$10,000 · 5 yearsOne scale

Shared top holdingsFPX · DIA

1.9%GS10.3%

Held in common1.9%

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%	$45.1B
2	AFPX	First Trust US Equity Opportunities ETFRead Desk		0.57%	0.19%	−1.3%	+2.7%	−0.1%	+30.4%	+6.0%	−18.9%	$1.3B

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%	$45.1B
2	AFPX	First Trust US Equity Opportunities ETFRead Desk		0.57%	0.19%	−1.3%	+2.7%	−0.1%	+30.4%	+6.0%	−18.9%	$1.3B

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

FPX vs DIA

FPX

First Trust US Equity Opportunities

$13,390

DIA

SPDR Dow Jones Industrial Average ETF Trust

$16,375

MeasureFPXDIA

Fee0.57%0.16%

Cost on $10k a year$57$16

Yield0.19%1.35%

5 years, per year+6.0%+10.4%

3 years, per year+30.4%+19.3%

Worst drop · 1Y−18.9%−9.8%

Volatility · 1Y26.5%12.9%

5–1measures won
DIA first

1.9%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FPX, DIA

Today

1.9%most shared, FPX and DIA

FPXDIA

FPX—1.9%

DIA1.9%—

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

FPX$19 − $57 = −$38

KeptFee

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