SIZE vs DIA

ASIZE

BDIA

Measures won4–2SIZE wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · DIA $15,590

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common5.4%SIZE and DIA

SIZE

DIA

iShares MSCI USA Size Factor ETF · $426MState Street SPDR Dow Jones Industrial Average ETF Trust · $45.9B

+18.0%3 years · per year$16,431 · $16,149+17.3%

+7.1%5 years · per year$14,104 · $15,590+9.3%

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 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	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%	$45.9B
3	ASIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.39%	−0.4%	+10.6%	+12.4%	+18.0%	+7.1%	−8.0%	$426M

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	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%	$45.9B
3	ASIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.39%	−0.4%	+10.6%	+12.4%	+18.0%	+7.1%	−8.0%	$426M

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

SIZE vs DIA

SIZE

iShares MSCI USA Size Factor

$14,104

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,590

MeasureSIZEDIA

Fee0.15%0.16%

Cost on $10k a year$15$16

Yield1.39%1.40%

5 years, per year+7.1%+9.3%

3 years, per year+18.0%+17.3%

Worst drop · 1Y−8.0%−9.8%

Volatility · 1Y13.2%13.4%

4–1measures won
SIZE first

5.4%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: SIZE, DIA, VTV

Today

43.4%most shared, SIZE and VTV

SIZEDIAVTV

SIZE—5.4%43.4%

DIA5.4%—23.4%

VTV43.4%23.4%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

SIZE$139 − $15 = $124

DIA$140 − $16 = $124

KeptFee

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