MGC vs DIA

AMGC

BDIA

Measures won3–2MGC wins · of 6 · 5Y

$10,000 · 5Y$17,571MGC · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.40%DIA · $140 on $10k

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

Held in common31.6%MGC and DIA

MGC

DIA

Vanguard Morningstar Mega Cap ETF · $10.3BState Street SPDR Dow Jones Industrial Average ETF Trust · $45.9B

+22.6%3 years · per year$18,439 · $16,149+17.3%

+11.9%5 years · per year$17,571 · $15,590+9.3%

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

0.96%12-mo yield$96 · $140 on $10k1.40%

−9.8%Worst dropSmaller wins−9.8%

14.4%VolatilityLower wins13.4%

3–2MGC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMGC · DIA

7.0%MSFT6.2%

8.9%AAPL4.0%

3.7%GOOGL3.3%

4.5%AMZN3.0%

Held in common31.6%

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

All Three

5Y3 funds

#
1	AMGC	Vanguard Morningstar Mega Cap ETFRead Desk	0.05%	0.96%	+0.4%	+8.0%	+8.9%	+22.6%	+11.9%	−9.8%	$10.3B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	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

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

All Three

5Y3 funds

#
1	AMGC	Vanguard Morningstar Mega Cap ETFRead Desk	0.05%	0.96%	+0.4%	+8.0%	+8.9%	+22.6%	+11.9%	−9.8%	$10.3B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	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

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

MGC vs DIA

MGC

Vanguard Morningstar Mega Cap

$17,571

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,590

MeasureMGCDIA

Fee0.05%0.16%

Cost on $10k a year$5$16

Yield0.96%1.40%

5 years, per year+11.9%+9.3%

3 years, per year+22.6%+17.3%

Worst drop · 1Y−9.8%−9.8%

Volatility · 1Y14.4%13.4%

3–2measures won
MGC first

31.6%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

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

Overlap: MGC, DIA, VUG

Today

64.8%most shared, MGC and VUG

MGCDIAVUG

MGC—31.6%64.8%

DIA31.6%—20.7%

VUG64.8%20.7%—

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

Income After Fees on $10,000

$124most kept, DIA

DIA$140 − $16 = $124

MGC$96 − $5 = $91

VUG$42 − $3 = $39

KeptFee

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