IYY vs DIA

AIYY

BDIA

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,814IYY · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income1.37%DIA · $137 on $10k

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

Held in common28.6%IYY and DIA

IYY

DIA

iShares Dow Jones U.S. ETF · $2.9BState Street SPDR Dow Jones Industrial Average ETF Trust · $44.0B

+21.7%3 years · per year$18,036 · $16,221+17.5%

+11.0%5 years · per year$16,814 · $15,889+9.7%

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

0.88%12-mo yield$88 · $137 on $10k1.37%

−8.9%Worst dropSmaller wins−9.8%

13.8%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIYY · DIA

5.8%MSFT6.1%

7.3%AAPL4.0%

3.7%AMZN3.0%

2.4%GOOGL3.3%

Held in common28.6%

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	AIYY	iShares Dow Jones U.S. ETFRead Desk	0.20%	0.88%	+2.4%	+11.2%	+13.4%	+21.7%	+11.0%	−8.9%	$2.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
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	AIYY	iShares Dow Jones U.S. ETFRead Desk	0.20%	0.88%	+2.4%	+11.2%	+13.4%	+21.7%	+11.0%	−8.9%	$2.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
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

IYY vs DIA

IYY

iShares Dow Jones U.S.

$16,814

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,889

MeasureIYYDIA

Fee0.20%0.16%

Cost on $10k a year$20$16

Yield0.88%1.37%

5 years, per year+11.0%+9.7%

3 years, per year+21.7%+17.5%

Worst drop · 1Y−8.9%−9.8%

Volatility · 1Y13.8%13.6%

3–3measures won
level

28.6%

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: IYY, DIA, VUG

Today

52.4%most shared, IYY and VUG

IYYDIAVUG

IYY—28.6%52.4%

DIA28.6%—20.8%

VUG52.4%20.8%—

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

IYY$88 − $20 = $68

VUG$41 − $3 = $38

KeptFee

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