IWL vs DIA

AIWL

BDIA

Measures won3–2IWL wins · of 6 · 5Y

$10,000 · 5Y$17,465IWL · DIA $15,693

Lowest cost0.15%IWL · $15 on $10k

Most income1.40%DIA · $140 on $10k

Smallest drop−9.8%DIA · worst fall in 1Y

Held in common32.1%IWL and DIA

IWL

DIA

iShares Russell Top 200 ETF · $2.1BState Street SPDR Dow Jones Industrial Average ETF Trust · $45.9B

+22.5%3 years · per year$18,399 · $16,322+17.7%

+11.8%5 years · per year$17,465 · $15,693+9.4%

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

0.88%12-mo yield$88 · $140 on $10k1.40%

−9.8%Worst dropSmaller wins−9.8%

14.1%VolatilityLower wins13.4%

3–2IWL wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWL · DIA

7.2%MSFT6.2%

8.9%AAPL3.9%

4.5%AMZN3.0%

3.0%GOOGL3.2%

Held in common32.1%

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	AIWL	iShares Russell Top 200 ETFRead Desk		0.15%	0.88%	−4.5%	+7.0%	+8.1%	+22.5%	+11.8%	−9.8%	$2.1B
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%	$45.9B

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	AIWL	iShares Russell Top 200 ETFRead Desk		0.15%	0.88%	−4.5%	+7.0%	+8.1%	+22.5%	+11.8%	−9.8%	$2.1B
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%	$45.9B

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

IWL vs DIA

IWL

iShares Russell Top 200

$17,465

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,693

MeasureIWLDIA

Fee0.15%0.16%

Cost on $10k a year$15$16

Yield0.88%1.40%

5 years, per year+11.8%+9.4%

3 years, per year+22.5%+17.7%

Worst drop · 1Y−9.8%−9.8%

Volatility · 1Y14.1%13.4%

3–2measures won
IWL first

32.1%

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: IWL, DIA

Today

32.1%most shared, IWL and DIA

IWLDIA

IWL—32.1%

DIA32.1%—

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

IWL$88 − $15 = $73

KeptFee

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