NBCR vs DIA

ANBCR

BDIA

Measures won1–3DIA wins · of 6 · 5Y

$10,000 · 5Y$16,375DIA

Lowest cost0.16%DIA · $16 on $10k

Most income1.35%DIA · $135 on $10k

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

Held in common28.4%NBCR and DIA

NBCR

DIA

Neuberger Berman Core Equity ETF · $831MState Street SPDR Dow Jones Industrial Average ETF Trust · $45.1B

[…]3 years · per year[…] · $16,984+19.3%

[…]5 years · per year[…] · $16,375+10.4%

0.52%Expense ratio$52 · $16 on $10k · lower wins0.16%

0.42%12-mo yield$42 · $135 on $10k1.35%

−10.4%Worst dropSmaller wins−9.8%

12.3%VolatilityLower wins12.9%

1–3DIA wins

$10,000 · 5 yearsOne scale

Shared top holdingsNBCR · DIA

6.2%MSFT6.0%

7.0%AAPL3.8%

3.6%AMZN2.9%

2.5%GOOGL3.2%

Held in common28.4%

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	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
2	ANBCR	Neuberger Berman Core Equity ETFRead Desk		0.52%	0.42%	+1.5%	+8.9%	+9.2%	new	new	−10.4%	$831M

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	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
2	ANBCR	Neuberger Berman Core Equity ETFRead Desk		0.52%	0.42%	+1.5%	+8.9%	+9.2%	new	new	−10.4%	$831M

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

NBCR vs DIA

NBCR

Neuberger Berman Core Equity

[…]

DIA

SPDR Dow Jones Industrial Average ETF Trust

$16,375

MeasureNBCRDIA

Fee0.52%0.16%

Cost on $10k a year$52$16

Yield0.42%1.35%

5 years, per year[…]+10.4%

3 years, per year[…]+19.3%

Worst drop · 1Y−10.4%−9.8%

Volatility · 1Y12.3%12.9%

3–1measures won
DIA first

28.4%

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: NBCR, DIA

Today

28.4%most shared, NBCR and DIA

NBCRDIA

NBCR—28.4%

DIA28.4%—

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

NBCR$42 − $52 = −$10

KeptFee

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