SPGP vs DIA

ASPGP

BDIA

Measures won0–6DIA wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · DIA $15,889

Lowest cost0.03%VUG · $3 on $10k

Most income1.37%DIA · $137 on $10k

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

Held in common8.1%SPGP and DIA

SPGP

DIA

Invesco S&P 500 GARP ETF · $2.1BState Street SPDR Dow Jones Industrial Average ETF Trust · $44.0B

+13.6%3 years · per year$14,641 · $16,221+17.5%

+7.8%5 years · per year$14,567 · $15,889+9.7%

0.34%Expense ratio$34 · $16 on $10k · lower wins0.16%

0.75%12-mo yield$75 · $137 on $10k1.37%

−11.2%Worst dropSmaller wins−9.8%

15.8%VolatilityLower wins13.6%

0–6DIA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPGP · DIA

2.0%NVDA2.2%

1.4%TRV4.6%

1.3%MSFT6.1%

1.2%V4.9%

Held in common8.1%

End-of-day Nov 9, 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%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.37%	+2.2%	+10.1%	+13.2%	+17.5%	+9.7%	−9.8%	$44.0B
3	ASPGP	Invesco S&P 500 GARP ETFRead Desk	0.34%	0.75%	+1.8%	+12.6%	+16.7%	+13.6%	+7.8%	−11.2%	$2.1B

End-of-day Nov 9, 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%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.37%	+2.2%	+10.1%	+13.2%	+17.5%	+9.7%	−9.8%	$44.0B
3	ASPGP	Invesco S&P 500 GARP ETFRead Desk	0.34%	0.75%	+1.8%	+12.6%	+16.7%	+13.6%	+7.8%	−11.2%	$2.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SPGP vs DIA

SPGP

Invesco S&P 500 GARP

$14,567

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,889

MeasureSPGPDIA

Fee0.34%0.16%

Cost on $10k a year$34$16

Yield0.75%1.37%

5 years, per year+7.8%+9.7%

3 years, per year+13.6%+17.5%

Worst drop · 1Y−11.2%−9.8%

Volatility · 1Y15.8%13.6%

6–0measures won
DIA first

8.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: SPGP, DIA, VUG

Today

20.8%most shared, DIA and VUG

SPGPDIAVUG

SPGP—8.1%15.5%

DIA8.1%—20.8%

VUG15.5%20.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$121most kept, DIA

DIA$137 − $16 = $121

SPGP$75 − $34 = $41

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee