SMMD vs DIA

ASMMD

BDIA

Measures won2–4DIA wins · of 6 · 5Y

$10,000 · 5Y$15,590DIA · IWF $15,441

Lowest cost0.16%DIA · $16 on $10k

Most income1.40%DIA · $140 on $10k

Smallest drop−9.7%SMMD · worst fall in 1Y

Held in common0.0%SMMD and DIA

SMMD

DIA

iShares Russell 2500 ETF · $4.1BState Street SPDR Dow Jones Industrial Average ETF Trust · $45.3B

+19.8%3 years · per year$17,204 · $16,149+17.3%

+6.3%5 years · per year$13,594 · $15,590+9.3%

0.23%Expense ratio$23 · $16 on $10k · lower wins0.16%

1.17%12-mo yield$117 · $140 on $10k1.40%

−9.7%Worst dropSmaller wins−9.8%

17.0%VolatilityLower wins13.4%

2–4DIA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSMMD · DIA

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	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%	$45.3B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	ASMMD	iShares Russell 2500 ETFRead Desk	0.23%	1.17%	+0.5%	+14.5%	+16.9%	+19.8%	+6.3%	−9.7%	$4.1B

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	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%	$45.3B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	ASMMD	iShares Russell 2500 ETFRead Desk	0.23%	1.17%	+0.5%	+14.5%	+16.9%	+19.8%	+6.3%	−9.7%	$4.1B

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

SMMD vs DIA

SMMD

iShares Russell 2500

$13,594

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,590

MeasureSMMDDIA

Fee0.23%0.16%

Cost on $10k a year$23$16

Yield1.17%1.40%

5 years, per year+6.3%+9.3%

3 years, per year+19.8%+17.3%

Worst drop · 1Y−9.7%−9.8%

Volatility · 1Y17.0%13.4%

4–2measures won
DIA first

0.0%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: SMMD, DIA, IWF

Today

21.7%most shared, DIA and IWF

SMMDDIAIWF

SMMD—0.0%2.4%

DIA0.0%—21.7%

IWF2.4%21.7%—

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

Income After Fees on $10,000

$124most kept, DIA

DIA$140 − $16 = $124

SMMD$117 − $23 = $94

IWF$39 − $18 = $21

KeptFee

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