QTR vs DIA

AQTR

BDIA

Measures won2–4DIA wins · of 6 · 5Y

$10,000 · 5Y$16,375DIA · QTR $15,853

Lowest cost0.16%DIA · $16 on $10k

Most income17.39%QTR · $1,739 on $10k

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

Held in common21.7%QTR and DIA

QTR

DIA

Global X - Nasdaq 100 Tail Risk ETF · $10MState Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B

+20.0%3 years · per year$17,300 · $16,984+19.3%

+9.7%5 years · per year$15,853 · $16,375+10.4%

0.25%Expense ratio$25 · $16 on $10k · lower wins0.16%

17.39%12-mo yield$1,739 · $135 on $10k1.35%

−11.7%Worst dropSmaller wins−9.8%

17.2%VolatilityLower wins12.9%

2–4DIA wins

$10,000 · 5 yearsOne scale

Shared top holdingsQTR · DIA

6.2%MSFT6.0%

7.8%AAPL3.8%

4.3%AMZN2.9%

2.6%GOOGL3.2%

Held in common21.7%

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	AQTR	Global X - Nasdaq 100 Tail Risk ETFRead Desk		0.25%	17.39%	+0.3%	+7.4%	+4.0%	+20.0%	+9.7%	−11.7%	$10M

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	AQTR	Global X - Nasdaq 100 Tail Risk ETFRead Desk		0.25%	17.39%	+0.3%	+7.4%	+4.0%	+20.0%	+9.7%	−11.7%	$10M

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

QTR vs DIA

QTR

Global X - Nasdaq 100 Tail Risk

$15,853

DIA

SPDR Dow Jones Industrial Average ETF Trust

$16,375

MeasureQTRDIA

Fee0.25%0.16%

Cost on $10k a year$25$16

Yield17.39%1.35%

5 years, per year+9.7%+10.4%

3 years, per year+20.0%+19.3%

Worst drop · 1Y−11.7%−9.8%

Volatility · 1Y17.2%12.9%

4–2measures won
DIA first

21.7%

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: QTR, DIA

Today

21.7%most shared, QTR and DIA

QTRDIA

QTR—21.7%

DIA21.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,714most kept, QTR

QTR$1,739 − $25 = $1,714

DIA$135 − $16 = $119

KeptFee

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