RAFE vs DIA

ARAFE

BDIA

Measures won5–1RAFE wins · of 6 · 5Y

$10,000 · 5Y$18,090RAFE · DIA $16,375

Lowest cost0.16%DIA · $16 on $10k

Most income1.42%RAFE · $142 on $10k

Smallest drop−7.5%RAFE · worst fall in 1Y

Held in common30.0%RAFE and DIA

RAFE

DIA

PIMCO RAFI ESG U.S. ETF · $174MState Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B

+24.8%3 years · per year$19,421 · $16,984+19.3%

+12.6%5 years · per year$18,090 · $16,375+10.4%

0.29%Expense ratio$29 · $16 on $10k · lower wins0.16%

1.42%12-mo yield$142 · $135 on $10k1.35%

−7.5%Worst dropSmaller wins−9.8%

11.5%VolatilityLower wins12.9%

5–1RAFE wins

$10,000 · 5 yearsOne scale

Shared top holdingsRAFE · DIA

5.2%MSFT6.0%

5.3%AAPL3.8%

3.0%JNJ3.1%

2.8%UNH4.6%

Held in common30.0%

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	ARAFE	PIMCO RAFI ESG U.S. ETFRead Desk		0.29%	1.42%	+2.9%	+25.4%	+29.3%	+24.8%	+12.6%	−7.5%	$174M
2	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

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	ARAFE	PIMCO RAFI ESG U.S. ETFRead Desk		0.29%	1.42%	+2.9%	+25.4%	+29.3%	+24.8%	+12.6%	−7.5%	$174M
2	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

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

RAFE vs DIA

RAFE

PIMCO RAFI ESG U.S.

$18,090

DIA

SPDR Dow Jones Industrial Average ETF Trust

$16,375

MeasureRAFEDIA

Fee0.29%0.16%

Cost on $10k a year$29$16

Yield1.42%1.35%

5 years, per year+12.6%+10.4%

3 years, per year+24.8%+19.3%

Worst drop · 1Y−7.5%−9.8%

Volatility · 1Y11.5%12.9%

5–1measures won
RAFE first

30.0%

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: RAFE, DIA

Today

30.0%most shared, RAFE and DIA

RAFEDIA

RAFE—30.0%

DIA30.0%—

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

RAFE$142 − $29 = $113

KeptFee

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