OEF vs DIA

AOEF

BDIA

Measures won2–4DIA wins · of 6 · 5Y

$10,000 · 5Y$18,127OEF · 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 common34.2%OEF and DIA

OEF

DIA

iShares S&P 100 ETF · $20.3BState Street SPDR Dow Jones Industrial Average ETF Trust · $45.9B

+23.5%3 years · per year$18,857 · $16,322+17.7%

+12.6%5 years · per year$18,127 · $15,693+9.4%

0.20%Expense ratio$20 · $16 on $10k · lower wins0.16%

0.90%12-mo yield$90 · $140 on $10k1.40%

−10.9%Worst dropSmaller wins−9.8%

14.6%VolatilityLower wins13.4%

2–4DIA wins

$10,000 · 5 yearsOne scale

Shared top holdingsOEF · DIA

8.5%MSFT6.2%

10.5%AAPL3.9%

3.5%GOOGL3.2%

5.4%AMZN3.0%

Held in common34.2%

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	AOEF	iShares S&P 100 ETFRead Desk		0.20%	0.90%	−4.7%	+6.1%	+6.8%	+23.5%	+12.6%	−10.9%	$20.3B
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	AOEF	iShares S&P 100 ETFRead Desk		0.20%	0.90%	−4.7%	+6.1%	+6.8%	+23.5%	+12.6%	−10.9%	$20.3B
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

OEF vs DIA

OEF

iShares S&P 100

$18,127

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,693

MeasureOEFDIA

Fee0.20%0.16%

Cost on $10k a year$20$16

Yield0.90%1.40%

5 years, per year+12.6%+9.4%

3 years, per year+23.5%+17.7%

Worst drop · 1Y−10.9%−9.8%

Volatility · 1Y14.6%13.4%

4–2measures won
DIA first

34.2%

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: OEF, DIA

Today

34.2%most shared, OEF and DIA

OEFDIA

OEF—34.2%

DIA34.2%—

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

OEF$90 − $20 = $70

KeptFee

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