SPD vs DIA

ASPD

BDIA

Measures won0–6DIA wins · of 6 · 5Y

$10,000 · 5Y$16,375DIA · SPD $13,876

Lowest cost0.16%DIA · $16 on $10k

Most income1.35%DIA · $135 on $10k

Smallest drop−9.8%DIA · worst fall in 1Y

Held in common0.0%SPD and DIA

SPD

DIA

Simplify US Equity PLUS Downside Convexity ETF · $78MState Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B

+18.8%3 years · per year$16,746 · $16,984+19.3%

+6.8%5 years · per year$13,876 · $16,375+10.4%

0.53%Expense ratio$53 · $16 on $10k · lower wins0.16%

1.21%12-mo yield$121 · $135 on $10k1.35%

−10.5%Worst dropSmaller wins−9.8%

13.8%VolatilityLower wins12.9%

0–6DIA wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPD · DIA

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

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	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
2	ASPD	Simplify US Equity PLUS Downside Convexity ETFRead Desk		0.53%	1.21%	+1.4%	+6.2%	+3.9%	+18.8%	+6.8%	−10.5%	$78M

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

Both

5Y2 funds

#			Trend
1	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
2	ASPD	Simplify US Equity PLUS Downside Convexity ETFRead Desk		0.53%	1.21%	+1.4%	+6.2%	+3.9%	+18.8%	+6.8%	−10.5%	$78M

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

SPD vs DIA

SPD

Simplify US Equity PLUS Downside Convexity

$13,876

DIA

SPDR Dow Jones Industrial Average ETF Trust

$16,375

MeasureSPDDIA

Fee0.53%0.16%

Cost on $10k a year$53$16

Yield1.21%1.35%

5 years, per year+6.8%+10.4%

3 years, per year+18.8%+19.3%

Worst drop · 1Y−10.5%−9.8%

Volatility · 1Y13.8%12.9%

6–0measures won
DIA first

0.0%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SPD, DIA

Today

0.0%most shared, SPD and DIA

SPDDIA

SPD—0.0%

DIA0.0%—

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

Income After Fees on $10,000

$119most kept, DIA

DIA$135 − $16 = $119

SPD$121 − $53 = $68

KeptFee

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