MGC vs DIA

AMGC

BDIA

Measures won3–2MGC wins · of 6 · 5Y

$10,000 · 5Y$18,549MGC · DIA $16,375

Lowest cost0.05%MGC · $5 on $10k

Most income1.35%DIA · $135 on $10k

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

Held in common31.3%MGC and DIA

MGC

DIA

Vanguard Morningstar Mega Cap ETF · $10.3BState Street SPDR Dow Jones Industrial Average ETF Trust · $45.1B

+25.1%3 years · per year$19,585 · $16,984+19.3%

+13.2%5 years · per year$18,549 · $16,375+10.4%

0.05%Expense ratio$5 · $16 on $10k · lower wins0.16%

0.92%12-mo yield$92 · $135 on $10k1.35%

−9.8%Worst dropSmaller wins−9.8%

13.6%VolatilityLower wins12.9%

3–2MGC wins

$10,000 · 5 yearsOne scale

Shared top holdingsMGC · DIA

7.0%MSFT6.0%

8.9%AAPL3.8%

3.7%GOOGL3.2%

4.5%AMZN2.9%

Held in common31.3%

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	AMGC	Vanguard Morningstar Mega Cap ETFRead Desk		0.05%	0.92%	+1.8%	+12.7%	+12.6%	+25.1%	+13.2%	−9.8%	$10.3B
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	AMGC	Vanguard Morningstar Mega Cap ETFRead Desk		0.05%	0.92%	+1.8%	+12.7%	+12.6%	+25.1%	+13.2%	−9.8%	$10.3B
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

MGC vs DIA

MGC

Vanguard Morningstar Mega Cap

$18,549

DIA

SPDR Dow Jones Industrial Average ETF Trust

$16,375

MeasureMGCDIA

Fee0.05%0.16%

Cost on $10k a year$5$16

Yield0.92%1.35%

5 years, per year+13.2%+10.4%

3 years, per year+25.1%+19.3%

Worst drop · 1Y−9.8%−9.8%

Volatility · 1Y13.6%12.9%

3–2measures won
MGC first

31.3%

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: MGC, DIA

Today

31.3%most shared, MGC and DIA

MGCDIA

MGC—31.3%

DIA31.3%—

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

MGC$92 − $5 = $87

KeptFee

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