QUS vs DIA

AQUS

BDIA

Measures won5–1QUS wins · of 6 · 5Y

$10,000 · 5Y$16,840QUS · IWF $15,892

Lowest cost0.15%QUS · $15 on $10k

Most income1.37%DIA · $137 on $10k

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

Held in common27.6%QUS and DIA

QUS

DIA

State Street SPDR MSCI USA StrategicFactors ETF · $1.6BState Street SPDR Dow Jones Industrial Average ETF Trust · $44.0B

+19.3%3 years · per year$16,967 · $16,221+17.5%

+11.0%5 years · per year$16,840 · $15,889+9.7%

0.15%Expense ratio$15 · $16 on $10k · lower wins0.16%

1.23%12-mo yield$123 · $137 on $10k1.37%

−6.8%Worst dropSmaller wins−9.8%

10.0%VolatilityLower wins13.6%

5–1QUS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQUS · DIA

3.8%MSFT6.1%

3.3%AAPL4.0%

2.2%V4.9%

2.3%NVDA2.2%

Held in common27.6%

End-of-day Nov 9, 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	AQUS	State Street SPDR MSCI USA StrategicFactors ETFRead Desk	0.15%	1.23%	+2.0%	+13.9%	+17.6%	+19.3%	+11.0%	−6.8%	$1.6B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.37%	+2.2%	+10.1%	+13.2%	+17.5%	+9.7%	−9.8%	$44.0B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AQUS	State Street SPDR MSCI USA StrategicFactors ETFRead Desk	0.15%	1.23%	+2.0%	+13.9%	+17.6%	+19.3%	+11.0%	−6.8%	$1.6B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.37%	+2.2%	+10.1%	+13.2%	+17.5%	+9.7%	−9.8%	$44.0B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

QUS vs DIA

QUS

SPDR MSCI USA StrategicFactors

$16,840

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,889

MeasureQUSDIA

Fee0.15%0.16%

Cost on $10k a year$15$16

Yield1.23%1.37%

5 years, per year+11.0%+9.7%

3 years, per year+19.3%+17.5%

Worst drop · 1Y−6.8%−9.8%

Volatility · 1Y10.0%13.6%

5–1measures won
QUS first

27.6%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: QUS, DIA, IWF

Today

39.4%most shared, QUS and IWF

QUSDIAIWF

QUS—27.6%39.4%

DIA27.6%—21.7%

IWF39.4%21.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$121most kept, DIA

DIA$137 − $16 = $121

QUS$123 − $15 = $108

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee