JPUS vs DIA

AJPUS

BDIA

Measures won4–2JPUS wins · of 6 · 5Y

$10,000 · 5Y$16,375DIA · JPUS $16,076

Lowest cost0.16%DIA · $16 on $10k

Most income1.97%JPUS · $197 on $10k

Smallest drop−6.9%JPUS · worst fall in 1Y

Held in common4.6%JPUS and DIA

JPUS

DIA

JPMorgan Diversified Return U.S. Equity ETF · $465MState Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B

+19.4%3 years · per year$17,021 · $16,984+19.3%

+10.0%5 years · per year$16,076 · $16,375+10.4%

0.18%Expense ratio$18 · $16 on $10k · lower wins0.16%

1.97%12-mo yield$197 · $135 on $10k1.35%

−6.9%Worst dropSmaller wins−9.8%

10.1%VolatilityLower wins12.9%

4–2JPUS wins

$10,000 · 5 yearsOne scale

Shared top holdingsJPUS · DIA

0.4%CVX2.6%

0.4%KO1.1%

0.4%AMGN5.3%

0.4%AAPL3.8%

Held in common4.6%

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	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
2	AJPUS	JPMorgan Diversified Return U.S. Equity ETFRead Desk		0.18%	1.97%	+1.5%	+18.0%	+21.5%	+19.4%	+10.0%	−6.9%	$465M

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	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
2	AJPUS	JPMorgan Diversified Return U.S. Equity ETFRead Desk		0.18%	1.97%	+1.5%	+18.0%	+21.5%	+19.4%	+10.0%	−6.9%	$465M

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

JPUS vs DIA

JPUS

JPMorgan Diversified Return U.S. Equity

$16,076

DIA

SPDR Dow Jones Industrial Average ETF Trust

$16,375

MeasureJPUSDIA

Fee0.18%0.16%

Cost on $10k a year$18$16

Yield1.97%1.35%

5 years, per year+10.0%+10.4%

3 years, per year+19.4%+19.3%

Worst drop · 1Y−6.9%−9.8%

Volatility · 1Y10.1%12.9%

4–2measures won
JPUS first

4.6%

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: JPUS, DIA

Today

4.6%most shared, JPUS and DIA

JPUSDIA

JPUS—4.6%

DIA4.6%—

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

Income After Fees on $10,000

$179most kept, JPUS

JPUS$197 − $18 = $179

DIA$135 − $16 = $119

KeptFee

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