PHDG vs DIA

APHDG

BDIA

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,375DIA · PHDG $12,217

Lowest cost0.16%DIA · $16 on $10k

Most income1.43%PHDG · $143 on $10k

Smallest drop−6.8%PHDG · worst fall in 1Y

Held in common26.1%PHDG and DIA

PHDG

DIA

Invesco S&P 500 Downside Hedged ETF · $61MState Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B

+11.3%3 years · per year$13,805 · $16,984+19.3%

+4.1%5 years · per year$12,217 · $16,375+10.4%

0.44%Expense ratio$44 · $16 on $10k · lower wins0.16%

1.43%12-mo yield$143 · $135 on $10k1.35%

−6.8%Worst dropSmaller wins−9.8%

11.9%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsPHDG · DIA

5.0%MSFT6.0%

6.2%AAPL3.8%

3.2%AMZN2.9%

6.4%NVDA2.4%

Held in common26.1%

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%	$44.9B
2	APHDG	Invesco S&P 500 Downside Hedged ETFRead Desk		0.44%	1.43%	−0.2%	+10.4%	+9.0%	+11.3%	+4.1%	−6.8%	$61M

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%	$44.9B
2	APHDG	Invesco S&P 500 Downside Hedged ETFRead Desk		0.44%	1.43%	−0.2%	+10.4%	+9.0%	+11.3%	+4.1%	−6.8%	$61M

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

PHDG vs DIA

PHDG

Invesco S&P 500 Downside Hedged

$12,217

DIA

SPDR Dow Jones Industrial Average ETF Trust

$16,375

MeasurePHDGDIA

Fee0.44%0.16%

Cost on $10k a year$44$16

Yield1.43%1.35%

5 years, per year+4.1%+10.4%

3 years, per year+11.3%+19.3%

Worst drop · 1Y−6.8%−9.8%

Volatility · 1Y11.9%12.9%

3–3measures won
level

26.1%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: PHDG, DIA

Today

26.1%most shared, PHDG and DIA

PHDGDIA

PHDG—26.1%

DIA26.1%—

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

PHDG$143 − $44 = $99

KeptFee

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