LCTU vs DIA

ALCTU

BDIA

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,039LCTU · DIA $15,693

Lowest cost0.16%DIA · $16 on $10k

Most income1.40%DIA · $140 on $10k

Smallest drop−9.4%LCTU · worst fall in 1Y

Held in common25.6%LCTU and DIA

LCTU

DIA

iShares U.S. Carbon Transition Readiness Aware Active ETF · $1.2BState Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B

+21.2%3 years · per year$17,785 · $16,322+17.7%

+9.9%5 years · per year$16,039 · $15,693+9.4%

0.30%Expense ratio$30 · $16 on $10k · lower wins0.16%

1.00%12-mo yield$100 · $140 on $10k1.40%

−9.4%Worst dropSmaller wins−9.8%

13.7%VolatilityLower wins13.4%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsLCTU · DIA

5.4%MSFT6.2%

7.5%AAPL3.9%

3.3%AMZN3.0%

7.0%NVDA2.2%

Held in common25.6%

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	ALCTU	iShares U.S. Carbon Transition Readiness Aware Active ETFRead Desk		0.30%	1.00%	−4.3%	+6.8%	+7.9%	+21.2%	+9.9%	−9.4%	$1.2B
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%	$44.9B

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	ALCTU	iShares U.S. Carbon Transition Readiness Aware Active ETFRead Desk		0.30%	1.00%	−4.3%	+6.8%	+7.9%	+21.2%	+9.9%	−9.4%	$1.2B
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%	$44.9B

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

LCTU vs DIA

LCTU

iShares U.S. Carbon Transition Readiness Aware Active

$16,039

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,693

MeasureLCTUDIA

Fee0.30%0.16%

Cost on $10k a year$30$16

Yield1.00%1.40%

5 years, per year+9.9%+9.4%

3 years, per year+21.2%+17.7%

Worst drop · 1Y−9.4%−9.8%

Volatility · 1Y13.7%13.4%

3–3measures won
level

25.6%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: LCTU, DIA

Today

25.6%most shared, LCTU and DIA

LCTUDIA

LCTU—25.6%

DIA25.6%—

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

LCTU$100 − $30 = $70

KeptFee

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