SIZE vs DIA

ASIZE

BDIA

Measures won4–2SIZE wins · of 6 · 5Y

$10,000 · 5Y$15,693DIA · IWF $15,330

Lowest cost0.15%SIZE · $15 on $10k

Most income1.40%DIA · $140 on $10k

Smallest drop−8.0%SIZE · worst fall in 1Y

Held in common5.4%SIZE and DIA

SIZE

DIA

iShares MSCI USA Size Factor ETF · $441MState Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B

+18.4%3 years · per year$16,580 · $16,322+17.7%

+7.2%5 years · per year$14,165 · $15,693+9.4%

0.15%Expense ratio$15 · $16 on $10k · lower wins0.16%

1.39%12-mo yield$139 · $140 on $10k1.40%

−8.0%Worst dropSmaller wins−9.8%

13.2%VolatilityLower wins13.4%

4–2SIZE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSIZE · DIA

0.2%AMGN5.3%

0.2%TRV4.6%

0.2%MMM2.2%

0.2%MRK1.7%

Held in common5.4%

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

All Three

5Y3 funds

#
1	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%	$44.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	ASIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.39%	−3.3%	+11.1%	+13.6%	+18.4%	+7.2%	−8.0%	$441M

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

All Three

5Y3 funds

#
1	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%	$44.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	ASIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.39%	−3.3%	+11.1%	+13.6%	+18.4%	+7.2%	−8.0%	$441M

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

SIZE vs DIA

SIZE

iShares MSCI USA Size Factor

$14,165

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,693

MeasureSIZEDIA

Fee0.15%0.16%

Cost on $10k a year$15$16

Yield1.39%1.40%

5 years, per year+7.2%+9.4%

3 years, per year+18.4%+17.7%

Worst drop · 1Y−8.0%−9.8%

Volatility · 1Y13.2%13.4%

4–1measures won
SIZE first

5.4%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SIZE, DIA, IWF

Today

21.6%most shared, DIA and IWF

SIZEDIAIWF

SIZE—5.4%20.9%

DIA5.4%—21.6%

IWF20.9%21.6%—

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

Income After Fees on $10,000

$124most kept, SIZE

SIZE$139 − $15 = $124

DIA$140 − $16 = $124

IWF$39 − $18 = $21

KeptFee

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