LRGF vs DIA

ALRGF

BDIA

Measures won4–2LRGF wins · of 6 · 5Y

$10,000 · 5Y$18,380LRGF · VTV $17,865

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common26.9%LRGF and DIA

LRGF

DIA

iShares U.S. Equity Factor ETF · $3.6BState Street SPDR Dow Jones Industrial Average ETF Trust · $44.0B

+22.5%3 years · per year$18,376 · $16,221+17.5%

+12.9%5 years · per year$18,380 · $15,889+9.7%

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

1.07%12-mo yield$107 · $137 on $10k1.37%

−8.7%Worst dropSmaller wins−9.8%

13.7%VolatilityLower wins13.6%

4–2LRGF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLRGF · DIA

5.6%MSFT6.1%

7.3%AAPL4.0%

3.4%AMZN3.0%

6.6%NVDA2.2%

Held in common26.9%

End-of-day Nov 9, 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%	1.07%	+2.5%	+11.5%	+12.9%	+22.5%	+12.9%	−8.7%	$3.6B
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
3	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.37%	+2.2%	+10.1%	+13.2%	+17.5%	+9.7%	−9.8%	$44.0B

End-of-day Nov 9, 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%	1.07%	+2.5%	+11.5%	+12.9%	+22.5%	+12.9%	−8.7%	$3.6B
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
3	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.37%	+2.2%	+10.1%	+13.2%	+17.5%	+9.7%	−9.8%	$44.0B

End-of-day Nov 9, 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

$18,380

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,889

MeasureLRGFDIA

Fee0.08%0.16%

Cost on $10k a year$8$16

Yield1.07%1.37%

5 years, per year+12.9%+9.7%

3 years, per year+22.5%+17.5%

Worst drop · 1Y−8.7%−9.8%

Volatility · 1Y13.7%13.6%

4–2measures won
LRGF first

26.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: LRGF, DIA, VTV

Today

32.8%most shared, LRGF and VTV

LRGFDIAVTV

LRGF—26.9%32.8%

DIA26.9%—23.4%

VTV32.8%23.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

DIA$137 − $16 = $121

LRGF$107 − $8 = $99

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee