IYY vs DIA

AIYY

BDIA

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,349IYY · DIA $16,375

Lowest cost0.16%DIA · $16 on $10k

Most income1.35%DIA · $135 on $10k

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

Held in common28.0%IYY and DIA

IYY

DIA

iShares Dow Jones U.S. ETF · $3.0BState Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B

+23.9%3 years · per year$19,024 · $16,984+19.3%

+11.6%5 years · per year$17,349 · $16,375+10.4%

0.20%Expense ratio$20 · $16 on $10k · lower wins0.16%

0.87%12-mo yield$87 · $135 on $10k1.35%

−8.9%Worst dropSmaller wins−9.8%

13.0%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIYY · DIA

5.5%MSFT6.0%

6.9%AAPL3.8%

3.5%AMZN2.9%

7.1%NVDA2.4%

Held in common28.0%

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	AIYY	iShares Dow Jones U.S. ETFRead Desk		0.20%	0.87%	+1.5%	+13.1%	+13.1%	+23.9%	+11.6%	−8.9%	$3.0B
2	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%	$44.9B

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	AIYY	iShares Dow Jones U.S. ETFRead Desk		0.20%	0.87%	+1.5%	+13.1%	+13.1%	+23.9%	+11.6%	−8.9%	$3.0B
2	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%	$44.9B

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

IYY vs DIA

IYY

iShares Dow Jones U.S.

$17,349

DIA

SPDR Dow Jones Industrial Average ETF Trust

$16,375

MeasureIYYDIA

Fee0.20%0.16%

Cost on $10k a year$20$16

Yield0.87%1.35%

5 years, per year+11.6%+10.4%

3 years, per year+23.9%+19.3%

Worst drop · 1Y−8.9%−9.8%

Volatility · 1Y13.0%12.9%

3–3measures won
level

28.0%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IYY, DIA

Today

28.0%most shared, IYY and DIA

IYYDIA

IYY—28.0%

DIA28.0%—

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

Income After Fees on $10,000

$119most kept, DIA

DIA$135 − $16 = $119

IYY$87 − $20 = $67

KeptFee

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