LRGF vs DIA

ALRGF

BDIA

Measures won4–1LRGF wins · of 6 · 5Y

$10,000 · 5Y$19,018LRGF · DIA $16,375

Lowest cost0.08%LRGF · $8 on $10k

Most income1.35%DIA · $135 on $10k

Smallest drop−8.7%LRGF · worst fall in 1Y

Held in common26.3%LRGF and DIA

LRGF

DIA

iShares U.S. Equity Factor ETF · $3.6BState Street SPDR Dow Jones Industrial Average ETF Trust · $45.1B

+24.5%3 years · per year$19,310 · $16,984+19.3%

+13.7%5 years · per year$19,018 · $16,375+10.4%

0.08%Expense ratio$8 · $16 on $10k · lower wins0.16%

1.06%12-mo yield$106 · $135 on $10k1.35%

−8.7%Worst dropSmaller wins−9.8%

12.9%VolatilityLower wins12.9%

4–1LRGF wins

$10,000 · 5 yearsOne scale

Shared top holdingsLRGF · DIA

5.4%MSFT6.0%

6.9%AAPL3.8%

3.2%AMZN2.9%

7.1%NVDA2.4%

Held in common26.3%

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	ALRGF	iShares U.S. Equity Factor ETFRead Desk		0.08%	1.06%	+1.4%	+13.3%	+12.4%	+24.5%	+13.7%	−8.7%	$3.6B
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%	$45.1B

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	ALRGF	iShares U.S. Equity Factor ETFRead Desk		0.08%	1.06%	+1.4%	+13.3%	+12.4%	+24.5%	+13.7%	−8.7%	$3.6B
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%	$45.1B

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

LRGF vs DIA

LRGF

iShares U.S. Equity Factor

$19,018

DIA

SPDR Dow Jones Industrial Average ETF Trust

$16,375

MeasureLRGFDIA

Fee0.08%0.16%

Cost on $10k a year$8$16

Yield1.06%1.35%

5 years, per year+13.7%+10.4%

3 years, per year+24.5%+19.3%

Worst drop · 1Y−8.7%−9.8%

Volatility · 1Y12.9%12.9%

4–1measures won
LRGF first

26.3%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: LRGF, DIA

Today

26.3%most shared, LRGF and DIA

LRGFDIA

LRGF—26.3%

DIA26.3%—

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

LRGF$106 − $8 = $98

KeptFee

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