ONEY vs DIA

AONEY

BDIA

Measures won5–1ONEY wins · of 6 · 5Y

$10,000 · 5Y$16,321ONEY · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income2.83%ONEY · $283 on $10k

Smallest drop−9.1%ONEY · worst fall in 1Y

Held in common0.5%ONEY and DIA

ONEY

DIA

State Street SPDR Russell 1000 Yield Focus ETF · $687MState Street SPDR Dow Jones Industrial Average ETF Trust · $45.9B

+19.0%3 years · per year$16,835 · $16,149+17.3%

+10.3%5 years · per year$16,321 · $15,590+9.3%

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

2.83%12-mo yield$283 · $140 on $10k1.40%

−9.1%Worst dropSmaller wins−9.8%

12.9%VolatilityLower wins13.4%

5–1ONEY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsONEY · DIA

0.8%NKE0.5%

Held in common0.5%

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	AONEY	State Street SPDR Russell 1000 Yield Focus ETFRead Desk	0.20%	2.83%	−1.3%	+21.3%	+24.9%	+19.0%	+10.3%	−9.1%	$687M
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	AONEY	State Street SPDR Russell 1000 Yield Focus ETFRead Desk	0.20%	2.83%	−1.3%	+21.3%	+24.9%	+19.0%	+10.3%	−9.1%	$687M
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

ONEY vs DIA

ONEY

SPDR Russell 1000 Yield Focus

$16,321

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,590

MeasureONEYDIA

Fee0.20%0.16%

Cost on $10k a year$20$16

Yield2.83%1.40%

5 years, per year+10.3%+9.3%

3 years, per year+19.0%+17.3%

Worst drop · 1Y−9.1%−9.8%

Volatility · 1Y12.9%13.4%

5–1measures won
ONEY first

0.5%

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$59.1B

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: ONEY, DIA, VUG

Today

20.7%most shared, DIA and VUG

ONEYDIAVUG

ONEY—0.5%0.2%

DIA0.5%—20.7%

VUG0.2%20.7%—

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

Income After Fees on $10,000

$263most kept, ONEY

ONEY$283 − $20 = $263

DIA$140 − $16 = $124

VUG$42 − $3 = $39

KeptFee

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