MOAT vs DIA

AMOAT

BDIA

Measures won2–4DIA wins · of 6 · 5Y

$10,000 · 5Y$16,068MOAT · DIA $15,693

Lowest cost0.16%DIA · $16 on $10k

Most income1.40%DIA · $140 on $10k

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

Held in common9.0%MOAT and DIA

MOAT

DIA

VanEck Morningstar Wide Moat ETF · $12.0BState Street SPDR Dow Jones Industrial Average ETF Trust · $45.9B

+18.1%3 years · per year$16,483 · $16,322+17.7%

+9.9%5 years · per year$16,068 · $15,693+9.4%

0.46%Expense ratio$46 · $16 on $10k · lower wins0.16%

1.22%12-mo yield$122 · $140 on $10k1.40%

−12.4%Worst dropSmaller wins−9.8%

14.7%VolatilityLower wins13.4%

2–4DIA wins

$10,000 · 5 yearsOne scale

Shared top holdingsMOAT · DIA

2.9%MSFT6.2%

2.1%NVDA2.2%

1.4%DIS1.3%

1.2%AMZN3.0%

Held in common9.0%

End-of-day Nov 5, 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	AMOAT	VanEck Morningstar Wide Moat ETFRead Desk		0.46%	1.22%	−2.6%	+11.0%	+16.0%	+18.1%	+9.9%	−12.4%	$12.0B
2	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk		0.16%	1.40%	−3.5%	+8.2%	+10.8%	+17.7%	+9.4%	−9.8%	$45.9B

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

Both

5Y2 funds

#			Trend
1	AMOAT	VanEck Morningstar Wide Moat ETFRead Desk		0.46%	1.22%	−2.6%	+11.0%	+16.0%	+18.1%	+9.9%	−12.4%	$12.0B
2	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk		0.16%	1.40%	−3.5%	+8.2%	+10.8%	+17.7%	+9.4%	−9.8%	$45.9B

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

Cards for this view

MOAT vs DIA

MOAT

VanEck Morningstar Wide Moat

$16,068

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,693

MeasureMOATDIA

Fee0.46%0.16%

Cost on $10k a year$46$16

Yield1.22%1.40%

5 years, per year+9.9%+9.4%

3 years, per year+18.1%+17.7%

Worst drop · 1Y−12.4%−9.8%

Volatility · 1Y14.7%13.4%

4–2measures won
DIA first

9.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: MOAT, DIA

Today

9.0%most shared, MOAT and DIA

MOATDIA

MOAT—9.0%

DIA9.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$124most kept, DIA

DIA$140 − $16 = $124

MOAT$122 − $46 = $76

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee