LCF vs DIA · Compare Desk

ADIA

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,153VUG · DIA $16,375

Lowest cost0.03%VUG · $3 on $10k

Most income1.35%DIA · $135 on $10k

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

Held in common20.5%DIA and VUG

DIA vs VUG

DIA

VUG

State Street SPDR Dow Jones Industrial Average ETF Trust · $44.9BVanguard Morningstar Growth ETF · $233B

+19.3%3 years · per year$16,984 · $19,712+25.4%

+10.4%5 years · per year$16,375 · $17,153+11.4%

0.16%Expense ratio$16 · $3 on $10k · lower wins0.03%

1.35%12-mo yield$135 · $40 on $10k0.40%

−9.8%Worst dropSmaller wins−16.1%

12.9%VolatilityLower wins18.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsDIA · VUG

6.0%MSFT9.7%

3.8%AAPL12.5%

3.2%GOOGL5.2%

2.9%AMZN4.3%

Held in common20.5%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	ADIA	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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	ADIA	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

DIA vs VUG

DIA

SPDR Dow Jones Industrial Average ETF Trust

$16,375

VUG

Vanguard Morningstar Growth

$17,153

MeasureDIAVUG

Fee0.16%0.03%

Cost on $10k a year$16$3

Yield1.35%0.40%

5 years, per year+10.4%+11.4%

3 years, per year+19.3%+25.4%

Worst drop · 1Y−9.8%−16.1%

Volatility · 1Y12.9%18.2%

3–3measures won
level

20.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

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

Overlap: DIA, VUG

Today

20.5%most shared, DIA and VUG

DIAVUG

DIA—20.5%

VUG20.5%—

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

VUG$40 − $3 = $37

KeptFee

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