RAFE vs DIA

ARAFE

BDIA

Measures won5–1RAFE wins · of 6 · 5Y

$10,000 · 5Y$17,275RAFE · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.47%RAFE · $147 on $10k

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

Held in common30.3%RAFE and DIA

RAFE

DIA

PIMCO RAFI ESG U.S. ETF · $174MState Street SPDR Dow Jones Industrial Average ETF Trust · $45.3B

+22.6%3 years · per year$18,449 · $16,149+17.3%

+11.6%5 years · per year$17,275 · $15,590+9.3%

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

1.47%12-mo yield$147 · $140 on $10k1.40%

−7.5%Worst dropSmaller wins−9.8%

12.0%VolatilityLower wins13.4%

5–1RAFE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRAFE · DIA

5.4%MSFT6.2%

5.5%AAPL4.0%

3.0%JNJ3.1%

2.8%UNH4.6%

Held in common30.3%

End-of-day Nov 6, 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	ARAFE	PIMCO RAFI ESG U.S. ETFRead Desk	0.29%	1.47%	−0.3%	+21.1%	+24.7%	+22.6%	+11.6%	−7.5%	$174M
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.40%	−0.4%	+7.8%	+9.9%	+17.3%	+9.3%	−9.8%	$45.3B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ARAFE	PIMCO RAFI ESG U.S. ETFRead Desk	0.29%	1.47%	−0.3%	+21.1%	+24.7%	+22.6%	+11.6%	−7.5%	$174M
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.40%	−0.4%	+7.8%	+9.9%	+17.3%	+9.3%	−9.8%	$45.3B

End-of-day Nov 6, 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.

$17,275

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,590

MeasureRAFEDIA

Fee0.29%0.16%

Cost on $10k a year$29$16

Yield1.47%1.40%

5 years, per year+11.6%+9.3%

3 years, per year+22.6%+17.3%

Worst drop · 1Y−7.5%−9.8%

Volatility · 1Y12.0%13.4%

5–1measures won
RAFE first

30.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: RAFE, DIA, VUG

Today

30.3%most shared, RAFE and DIA

RAFEDIAVUG

RAFE—30.3%21.5%

DIA30.3%—20.7%

VUG21.5%20.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$124most kept, DIA

DIA$140 − $16 = $124

RAFE$147 − $29 = $118

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee