RWL vs DIA

ARWL

BDIA

Measures won4–2RWL wins · of 6 · 5Y

$10,000 · 5Y$18,987RWL · IWF $15,892

Lowest cost0.16%DIA · $16 on $10k

Most income1.37%DIA · $137 on $10k

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

Held in common22.9%RWL and DIA

RWL

DIA

Invesco S&P 500 Revenue ETF · $10.3BState Street SPDR Dow Jones Industrial Average ETF Trust · $44.0B

+22.0%3 years · per year$18,172 · $16,221+17.5%

+13.7%5 years · per year$18,987 · $15,889+9.7%

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

1.18%12-mo yield$118 · $137 on $10k1.37%

−6.6%Worst dropSmaller wins−9.8%

10.4%VolatilityLower wins13.6%

4–2RWL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRWL · DIA

4.0%AMZN3.0%

2.5%AAPL4.0%

2.3%UNH4.6%

1.8%MSFT6.1%

Held in common22.9%

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	ARWL	Invesco S&P 500 Revenue ETFRead Desk	0.39%	1.18%	+1.8%	+19.9%	+23.7%	+22.0%	+13.7%	−6.6%	$10.3B
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	ARWL	Invesco S&P 500 Revenue ETFRead Desk	0.39%	1.18%	+1.8%	+19.9%	+23.7%	+22.0%	+13.7%	−6.6%	$10.3B
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

RWL vs DIA

RWL

Invesco S&P 500 Revenue

$18,987

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,889

MeasureRWLDIA

Fee0.39%0.16%

Cost on $10k a year$39$16

Yield1.18%1.37%

5 years, per year+13.7%+9.7%

3 years, per year+22.0%+17.5%

Worst drop · 1Y−6.6%−9.8%

Volatility · 1Y10.4%13.6%

4–2measures won
RWL first

22.9%

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: RWL, DIA, IWF

Today

23.5%most shared, RWL and IWF

RWLDIAIWF

RWL—22.9%23.5%

DIA22.9%—21.7%

IWF23.5%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

RWL$118 − $39 = $79

IWF$38 − $18 = $20

KeptFee

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