SIZE vs DIA

ASIZE

BDIA

Measures won4–2SIZE wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG · DIA $16,375

Lowest cost0.03%VUG · $3 on $10k

Most income1.35%DIA · $135 on $10k

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

Held in common5.3%SIZE and DIA

SIZE

DIA

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

+20.0%3 years · per year$17,299 · $16,984+19.3%

+8.2%5 years · per year$14,800 · $16,375+10.4%

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

1.34%12-mo yield$134 · $135 on $10k1.35%

−8.0%Worst dropSmaller wins−9.8%

12.7%VolatilityLower wins12.9%

4–2SIZE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSIZE · DIA

0.2%AMGN5.3%

0.2%TRV4.5%

0.2%CRM2.5%

0.2%MRK1.7%

Held in common5.3%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
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
3	ASIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.34%	+1.8%	+14.9%	+16.4%	+20.0%	+8.2%	−8.0%	$441M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
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
3	ASIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.34%	+1.8%	+14.9%	+16.4%	+20.0%	+8.2%	−8.0%	$441M

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

SIZE vs DIA

SIZE

iShares MSCI USA Size Factor

$14,800

DIA

SPDR Dow Jones Industrial Average ETF Trust

$16,375

MeasureSIZEDIA

Fee0.15%0.16%

Cost on $10k a year$15$16

Yield1.34%1.35%

5 years, per year+8.2%+10.4%

3 years, per year+20.0%+19.3%

Worst drop · 1Y−8.0%−9.8%

Volatility · 1Y12.7%12.9%

4–1measures won
SIZE first

5.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

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

Overlap: SIZE, DIA, VUG

Today

20.5%most shared, DIA and VUG

SIZEDIAVUG

SIZE—5.3%18.2%

DIA5.3%—20.5%

VUG18.2%20.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$119most kept, SIZE

SIZE$134 − $15 = $119

DIA$135 − $16 = $119

VUG$40 − $3 = $37

KeptFee

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