SCHB vs DIA

ASCHB

BDIA

Measures won4–2SCHB wins · of 6 · 5Y

$10,000 · 5Y$16,348SCHB · DIA $15,693

Lowest cost0.03%SCHB · $3 on $10k

Most income1.40%DIA · $140 on $10k

Smallest drop−8.9%SCHB · worst fall in 1Y

Held in common27.6%SCHB and DIA

SCHB

DIA

Schwab U.S. Broad Market ETF · $42.9BState Street SPDR Dow Jones Industrial Average ETF Trust · $45.9B

+21.9%3 years · per year$18,100 · $16,322+17.7%

+10.3%5 years · per year$16,348 · $15,693+9.4%

0.03%Expense ratio$3 · $16 on $10k · lower wins0.16%

1.09%12-mo yield$109 · $140 on $10k1.40%

−8.9%Worst dropSmaller wins−9.8%

13.8%VolatilityLower wins13.4%

4–2SCHB wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHB · DIA

5.6%MSFT6.2%

6.9%AAPL3.9%

3.5%AMZN3.0%

2.3%GOOGL3.2%

Held in common27.6%

End-of-day Nov 5, 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	ASCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.09%	−4.3%	+8.4%	+9.8%	+21.9%	+10.3%	−8.9%	$42.9B
2	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk		0.16%	1.40%	−3.5%	+8.2%	+10.8%	+17.7%	+9.4%	−9.8%	$45.9B

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

Both

5Y2 funds

#			Trend
1	ASCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.09%	−4.3%	+8.4%	+9.8%	+21.9%	+10.3%	−8.9%	$42.9B
2	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk		0.16%	1.40%	−3.5%	+8.2%	+10.8%	+17.7%	+9.4%	−9.8%	$45.9B

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

Cards for this view

SCHB vs DIA

SCHB

Schwab U.S. Broad Market

$16,348

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,693

MeasureSCHBDIA

Fee0.03%0.16%

Cost on $10k a year$3$16

Yield1.09%1.40%

5 years, per year+10.3%+9.4%

3 years, per year+21.9%+17.7%

Worst drop · 1Y−8.9%−9.8%

Volatility · 1Y13.8%13.4%

4–2measures won
SCHB first

27.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$92.8B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SCHB, DIA

Today

27.6%most shared, SCHB and DIA

SCHBDIA

SCHB—27.6%

DIA27.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$124most kept, DIA

DIA$140 − $16 = $124

SCHB$109 − $3 = $106

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee