RWL vs DIA

ARWL

BDIA

Measures won4–2RWL wins · of 6 · 5Y

$10,000 · 5Y$19,506RWL · DIA $16,375

Lowest cost0.16%DIA · $16 on $10k

Most income1.35%DIA · $135 on $10k

Smallest drop−6.6%RWL · worst fall in 1Y

Held in common22.6%RWL and DIA

RWL

DIA

Invesco S&P 500 Revenue ETF · $10.4BState Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B

+23.8%3 years · per year$18,982 · $16,984+19.3%

+14.3%5 years · per year$19,506 · $16,375+10.4%

0.39%Expense ratio$39 · $16 on $10k · lower wins0.16%

1.17%12-mo yield$117 · $135 on $10k1.35%

−6.6%Worst dropSmaller wins−9.8%

10.0%VolatilityLower wins12.9%

4–2RWL wins

$10,000 · 5 yearsOne scale

Shared top holdingsRWL · DIA

3.8%AMZN2.9%

2.4%AAPL3.8%

2.3%UNH4.6%

1.7%MSFT6.0%

Held in common22.6%

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	ARWL	Invesco S&P 500 Revenue ETFRead Desk		0.39%	1.17%	+2.1%	+21.5%	+24.8%	+23.8%	+14.3%	−6.6%	$10.4B
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	ARWL	Invesco S&P 500 Revenue ETFRead Desk		0.39%	1.17%	+2.1%	+21.5%	+24.8%	+23.8%	+14.3%	−6.6%	$10.4B
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

RWL vs DIA

RWL

Invesco S&P 500 Revenue

$19,506

DIA

SPDR Dow Jones Industrial Average ETF Trust

$16,375

MeasureRWLDIA

Fee0.39%0.16%

Cost on $10k a year$39$16

Yield1.17%1.35%

5 years, per year+14.3%+10.4%

3 years, per year+23.8%+19.3%

Worst drop · 1Y−6.6%−9.8%

Volatility · 1Y10.0%12.9%

4–2measures won
RWL first

22.6%

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: RWL, DIA

Today

22.6%most shared, RWL and DIA

RWLDIA

RWL—22.6%

DIA22.6%—

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

RWL$117 − $39 = $78

KeptFee

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