IWB vs DIA

AIWB

BDIA

Measures won4–2IWB wins · of 6 · 5Y

$10,000 · 5Y$16,543IWB · DIA $15,693

Lowest cost0.15%IWB · $15 on $10k

Most income1.40%DIA · $140 on $10k

Smallest drop−8.9%IWB · worst fall in 1Y

Held in common28.4%IWB and DIA

IWB

DIA

iShares Russell 1000 ETF · $48.5BState Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B

+21.8%3 years · per year$18,083 · $16,322+17.7%

+10.6%5 years · per year$16,543 · $15,693+9.4%

0.15%Expense ratio$15 · $16 on $10k · lower wins0.16%

0.95%12-mo yield$95 · $140 on $10k1.40%

−8.9%Worst dropSmaller wins−9.8%

13.6%VolatilityLower wins13.4%

4–2IWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWB · DIA

5.8%MSFT6.2%

7.1%AAPL3.9%

3.6%AMZN3.0%

2.4%GOOGL3.2%

Held in common28.4%

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	AIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$48.5B
2	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

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	AIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$48.5B
2	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

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

IWB vs DIA

IWB

iShares Russell 1000

$16,543

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,693

MeasureIWBDIA

Fee0.15%0.16%

Cost on $10k a year$15$16

Yield0.95%1.40%

5 years, per year+10.6%+9.4%

3 years, per year+21.8%+17.7%

Worst drop · 1Y−8.9%−9.8%

Volatility · 1Y13.6%13.4%

4–2measures won
IWB first

28.4%

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: IWB, DIA

Today

28.4%most shared, IWB and DIA

IWBDIA

IWB—28.4%

DIA28.4%—

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

Income After Fees on $10,000

$124most kept, DIA

DIA$140 − $16 = $124

IWB$95 − $15 = $80

KeptFee

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