PFRX vs DIA5YPFRXPFRXAvsBDIADIAPutnam Focused U.S. Research ETF · $525MState Street SPDR Dow Jones Industrial Average ETF Trust · $45.7BReturns · dividends in[…]3 years · per year[…] · $16,086+17.2%[…]5 years · per year[…] · $15,701+9.4%Cost and income0.35%Expense ratio$35 · $16 on $10k · lower wins0.16%0.00%12-mo yield$0 · $137 on $10k1.37%
Overlap: PFRX, DIA, IWFToday45.3%most shared, PFRX and IWFPFRXDIAIWFPFRX—26.5%45.3%DIA26.5%—21.2%IWF45.3%21.2%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
PFRX vs DIA5YAPFRXPutnam Focused U.S. Research[…]vsDIABSPDR Dow Jones Industrial Average ETF Trust$15,701MeasurePFRXDIAFee0.35%0.16%Cost on $10k a year$35$16Yield0.00%1.37%5 years, per year[…]+9.4%3 years, per year[…]+17.2%Worst drop · 1Y[…]−9.8%Volatility · 1Y[…]13.5%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BDIAState Street SPDR Dow Jones Industrial Average ETF TrustReadDesk0.16%1.37%+0.1%+10.1%+10.0%+17.2%+9.4%−9.8%$45.7B2IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−1.1%−2.6%−3.9%+18.6%+9.2%−14.6%$118.9B3APFRXPutnam Focused U.S. Research ETFReadDesk0.35%0.00%−0.6%newnewnewnew[…]$525MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BDIAState Street SPDR Dow Jones Industrial Average ETF TrustReadDesk0.16%1.37%+0.1%+10.1%+10.0%+17.2%+9.4%−9.8%$45.7B2IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−1.1%−2.6%−3.9%+18.6%+9.2%−14.6%$118.9B3APFRXPutnam Focused U.S. Research ETFReadDesk0.35%0.00%−0.6%newnewnewnew[…]$525MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+3.9%vsBSSCHGSchwab+4.7%Jan 1Nov 13+3.9%+4.7%+3.9%Year to date+4.7%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.9B1–1levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
Overlap: PFRX, DIA, IWFToday45.3%most shared, PFRX and IWFPFRXDIAIWFPFRX—26.5%45.3%DIA26.5%—21.2%IWF45.3%21.2%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$121most kept, DIADIA$137 − $16 = $121IWF$38 − $18 = $20PFRX$0 − $35 = −$35KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee