IUS vs DIA

AIUS

BDIA

Measures won4–2IUS wins · of 6 · 5Y

$10,000 · 5Y$19,671IUS · IWF $15,892

Lowest cost0.16%DIA · $16 on $10k

Most income1.37%DIA · $137 on $10k

Smallest drop−6.1%IUS · worst fall in 1Y

Held in common28.9%IUS and DIA

IUS

DIA

Invesco RAFI Strategic US ETF · $1.0BState Street SPDR Dow Jones Industrial Average ETF Trust · $44.0B

+22.9%3 years · per year$18,573 · $16,221+17.5%

+14.5%5 years · per year$19,671 · $15,889+9.7%

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

1.22%12-mo yield$122 · $137 on $10k1.37%

−6.1%Worst dropSmaller wins−9.8%

10.9%VolatilityLower wins13.6%

4–2IUS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIUS · DIA

4.2%MSFT6.1%

4.3%AAPL4.0%

2.9%GOOGL3.3%

2.7%AMZN3.0%

Held in common28.9%

End-of-day Nov 9, 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	AIUS	Invesco RAFI Strategic US ETFRead Desk	0.19%	1.22%	+1.9%	+24.7%	+28.9%	+22.9%	+14.5%	−6.1%	$1.0B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.37%	+2.2%	+10.1%	+13.2%	+17.5%	+9.7%	−9.8%	$44.0B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AIUS	Invesco RAFI Strategic US ETFRead Desk	0.19%	1.22%	+1.9%	+24.7%	+28.9%	+22.9%	+14.5%	−6.1%	$1.0B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.37%	+2.2%	+10.1%	+13.2%	+17.5%	+9.7%	−9.8%	$44.0B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IUS vs DIA

IUS

Invesco RAFI Strategic US

$19,671

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,889

MeasureIUSDIA

Fee0.19%0.16%

Cost on $10k a year$19$16

Yield1.22%1.37%

5 years, per year+14.5%+9.7%

3 years, per year+22.9%+17.5%

Worst drop · 1Y−6.1%−9.8%

Volatility · 1Y10.9%13.6%

4–2measures won
IUS first

28.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IUS, DIA, IWF

Today

32.7%most shared, IUS and IWF

IUSDIAIWF

IUS—28.9%32.7%

DIA28.9%—21.7%

IWF32.7%21.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$121most kept, DIA

DIA$137 − $16 = $121

IUS$122 − $19 = $103

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee