LTAX vs DIA

ALTAX

BDIA

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$15,590DIA

Lowest cost0.16%DIA · $16 on $10k

Most income3.16%LTAX · $316 on $10k

Smallest drop−9.8%DIA · worst fall in 1Y

Held in common[…]LTAX and DIA

LTAX

DIA

Nomura Tax-Free USA ETF · $7MState Street SPDR Dow Jones Industrial Average ETF Trust · $45.9B

[…]3 years · per year[…] · $16,149+17.3%

[…]5 years · per year[…] · $15,590+9.3%

0.39%Expense ratio$39 · $16 on $10k · lower wins0.16%

3.16%12-mo yield$316 · $140 on $10k1.40%

[…]Worst dropSmaller wins−9.8%

[…]VolatilityLower wins13.4%

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsLTAX · DIA

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 6, 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	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk		0.16%	1.40%	−0.4%	+7.8%	+9.9%	+17.3%	+9.3%	−9.8%	$45.9B
2	ALTAX	Nomura Tax-Free USA ETFRead Desk		0.39%	3.16%	+0.4%	new	new	new	new	[…]	$7M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk		0.16%	1.40%	−0.4%	+7.8%	+9.9%	+17.3%	+9.3%	−9.8%	$45.9B
2	ALTAX	Nomura Tax-Free USA ETFRead Desk		0.39%	3.16%	+0.4%	new	new	new	new	[…]	$7M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

LTAX vs DIA

LTAX

Nomura Tax-Free USA

[…]

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,590

MeasureLTAXDIA

Fee0.39%0.16%

Cost on $10k a year$39$16

Yield3.16%1.40%

5 years, per year[…]+9.3%

3 years, per year[…]+17.3%

Worst drop · 1Y[…]−9.8%

Volatility · 1Y[…]13.4%

1–1measures won
level

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: LTAX, DIA

Today

[…]holdings […]

LTAXDIA

LTAX—[…]

DIA[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$277most kept, LTAX

LTAX$316 − $39 = $277

DIA$140 − $16 = $124

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee