LRGF vs DIA

ALRGF

BDIA

Measures won4–2LRGF wins · of 6 · 5Y

$10,000 · 5Y$17,963LRGF · DIA $15,693

Lowest cost0.08%LRGF · $8 on $10k

Most income1.40%DIA · $140 on $10k

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

Held in common26.8%LRGF and DIA

LRGF

DIA

iShares U.S. Equity Factor ETF · $3.7BState Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B

+22.4%3 years · per year$18,356 · $16,322+17.7%

+12.4%5 years · per year$17,963 · $15,693+9.4%

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

1.11%12-mo yield$111 · $140 on $10k1.40%

−8.7%Worst dropSmaller wins−9.8%

13.6%VolatilityLower wins13.4%

4–2LRGF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLRGF · DIA

5.7%MSFT6.2%

7.2%AAPL3.9%

3.3%AMZN3.0%

6.8%NVDA2.2%

Held in common26.8%

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

All Three

5Y3 funds

#
1	ALRGF	iShares U.S. Equity Factor ETFRead Desk	0.08%	1.11%	−4.3%	+8.4%	+8.9%	+22.4%	+12.4%	−8.7%	$3.7B
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
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ALRGF	iShares U.S. Equity Factor ETFRead Desk	0.08%	1.11%	−4.3%	+8.4%	+8.9%	+22.4%	+12.4%	−8.7%	$3.7B
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
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B

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

LRGF vs DIA

LRGF

iShares U.S. Equity Factor

$17,964

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,693

MeasureLRGFDIA

Fee0.08%0.16%

Cost on $10k a year$8$16

Yield1.11%1.40%

5 years, per year+12.4%+9.4%

3 years, per year+22.4%+17.7%

Worst drop · 1Y−8.7%−9.8%

Volatility · 1Y13.6%13.4%

4–2measures won
LRGF first

26.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

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

Overlap: LRGF, DIA, IWF

Today

49.5%most shared, LRGF and IWF

LRGFDIAIWF

LRGF—26.8%49.5%

DIA26.8%—21.6%

IWF49.5%21.6%—

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

LRGF$111 − $8 = $103

IWF$39 − $18 = $21

KeptFee

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