LRGF vs DIA

ALRGF

BDIA

Measures won4–1LRGF wins · of 6 · 5Y

$10,000 · 5Y$19,018LRGF · VUG $17,153

Lowest cost0.03%VUG · $3 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 · $3.7BState Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B

+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 yearsAll three, one 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

All Three

5Y3 funds

#
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%	$3.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	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%	$44.9B

End-of-day Nov 4, 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%	1.06%	+1.4%	+13.3%	+12.4%	+24.5%	+13.7%	−8.7%	$3.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	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%	$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

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

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: LRGF, DIA, VUG

Today

46.5%most shared, LRGF and VUG

LRGFDIAVUG

LRGF—26.3%46.5%

DIA26.3%—20.5%

VUG46.5%20.5%—

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

LRGF$106 − $8 = $98

VUG$40 − $3 = $37

KeptFee

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