HDUS vs DIA

AHDUS

BDIA

Measures won4–1HDUS wins · of 6 · 5Y

$10,000 · 5Y$16,375DIA

Lowest cost0.16%DIA · $16 on $10k

Most income1.41%HDUS · $141 on $10k

Smallest drop−7.5%HDUS · worst fall in 1Y

Held in common28.7%HDUS and DIA

HDUS

DIA

Hartford Disciplined US Equity ETF · $115MState Street SPDR Dow Jones Industrial Average ETF Trust · $45.1B

+23.2%3 years · per year$18,706 · $16,984+19.3%

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

0.19%Expense ratio$19 · $16 on $10k · lower wins0.16%

1.41%12-mo yield$141 · $135 on $10k1.35%

−7.5%Worst dropSmaller wins−9.8%

11.5%VolatilityLower wins12.9%

4–1HDUS wins

$10,000 · 5 yearsOne scale

Shared top holdingsHDUS · DIA

5.7%MSFT6.0%

6.0%AAPL3.8%

4.0%GOOGL3.2%

3.2%AMZN2.9%

Held in common28.7%

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	AHDUS	Hartford Disciplined US Equity ETFRead Desk		0.19%	1.41%	+1.5%	+13.3%	+13.2%	+23.2%	new	−7.5%	$115M

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	AHDUS	Hartford Disciplined US Equity ETFRead Desk		0.19%	1.41%	+1.5%	+13.3%	+13.2%	+23.2%	new	−7.5%	$115M

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

HDUS vs DIA

HDUS

Hartford Disciplined US Equity

[…]

DIA

SPDR Dow Jones Industrial Average ETF Trust

$16,375

MeasureHDUSDIA

Fee0.19%0.16%

Cost on $10k a year$19$16

Yield1.41%1.35%

5 years, per year[…]+10.4%

3 years, per year+23.2%+19.3%

Worst drop · 1Y−7.5%−9.8%

Volatility · 1Y11.5%12.9%

4–1measures won
HDUS first

28.7%

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: HDUS, DIA

Today

28.7%most shared, HDUS and DIA

HDUSDIA

HDUS—28.7%

DIA28.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$122most kept, HDUS

HDUS$141 − $19 = $122

DIA$135 − $16 = $119

KeptFee

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