IVVW vs DIA

AIVVW

BDIA

Measures won3–1IVVW wins · of 6 · 5Y

$10,000 · 5Y$15,693DIA

Lowest cost0.16%DIA · $16 on $10k

Most income18.98%IVVW · $1,898 on $10k

Smallest drop−5.8%IVVW · worst fall in 1Y

Held in common29.9%IVVW and DIA

IVVW

DIA

iShares S&P 500 BuyWrite ETF · $349MState Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B

[…]3 years · per year[…] · $16,322+17.7%

[…]5 years · per year[…] · $15,693+9.4%

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

18.98%12-mo yield$1,898 · $140 on $10k1.40%

−5.8%Worst dropSmaller wins−9.8%

9.6%VolatilityLower wins13.4%

3–1IVVW wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVVW · DIA

6.3%MSFT6.2%

7.7%AAPL3.9%

4.0%AMZN3.0%

2.6%GOOGL3.2%

Held in common29.9%

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

Both

5Y2 funds

#			Trend
1	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
2	AIVVW	iShares S&P 500 BuyWrite ETFRead Desk		0.25%	18.98%	−3.8%	+7.2%	+10.4%	new	new	−5.8%	$349M

End-of-day Nov 5, 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%	1.40%	−3.5%	+8.2%	+10.8%	+17.7%	+9.4%	−9.8%	$44.9B
2	AIVVW	iShares S&P 500 BuyWrite ETFRead Desk		0.25%	18.98%	−3.8%	+7.2%	+10.4%	new	new	−5.8%	$349M

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

IVVW vs DIA

IVVW

iShares S&P 500 BuyWrite

[…]

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,693

MeasureIVVWDIA

Fee0.25%0.16%

Cost on $10k a year$25$16

Yield18.98%1.40%

5 years, per year[…]+9.4%

3 years, per year[…]+17.7%

Worst drop · 1Y−5.8%−9.8%

Volatility · 1Y9.6%13.4%

3–1measures won
IVVW first

29.9%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: IVVW, DIA

Today

29.9%most shared, IVVW and DIA

IVVWDIA

IVVW—29.9%

DIA29.9%—

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

Income After Fees on $10,000

$1,873most kept, IVVW

IVVW$1,898 − $25 = $1,873

DIA$140 − $16 = $124

KeptFee

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