SPHB vs DIA

ASPHB

BDIA

Measures won2–4DIA wins · of 6 · 5Y

$10,000 · 5Y$16,510SPHB · DIA $15,693

Lowest cost0.16%DIA · $16 on $10k

Most income1.40%DIA · $140 on $10k

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

Held in common3.3%SPHB and DIA

SPHB

DIA

Invesco S&P 500 High Beta ETF · $819MState Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B

+25.8%3 years · per year$19,906 · $16,322+17.7%

+10.5%5 years · per year$16,510 · $15,693+9.4%

0.25%Expense ratio$25 · $16 on $10k · lower wins0.16%

0.60%12-mo yield$60 · $140 on $10k1.40%

−20.2%Worst dropSmaller wins−9.8%

29.7%VolatilityLower wins13.4%

2–4DIA wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPHB · DIA

1.0%NVDA2.2%

0.9%AMZN3.0%

0.8%GS10.3%

0.7%CAT6.6%

Held in common3.3%

End-of-day Nov 5, 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	ASPHB	Invesco S&P 500 High Beta ETFRead Desk		0.25%	0.60%	−8.1%	+7.4%	+12.7%	+25.8%	+10.5%	−20.2%	$819M
2	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk		0.16%	1.40%	−3.5%	+8.2%	+10.8%	+17.7%	+9.4%	−9.8%	$44.9B

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

Both

5Y2 funds

#			Trend
1	ASPHB	Invesco S&P 500 High Beta ETFRead Desk		0.25%	0.60%	−8.1%	+7.4%	+12.7%	+25.8%	+10.5%	−20.2%	$819M
2	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk		0.16%	1.40%	−3.5%	+8.2%	+10.8%	+17.7%	+9.4%	−9.8%	$44.9B

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

Cards for this view

SPHB vs DIA

SPHB

Invesco S&P 500 High Beta

$16,510

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,693

MeasureSPHBDIA

Fee0.25%0.16%

Cost on $10k a year$25$16

Yield0.60%1.40%

5 years, per year+10.5%+9.4%

3 years, per year+25.8%+17.7%

Worst drop · 1Y−20.2%−9.8%

Volatility · 1Y29.7%13.4%

4–2measures won
DIA first

3.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SPHB, DIA

Today

3.3%most shared, SPHB and DIA

SPHBDIA

SPHB—3.3%

DIA3.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$124most kept, DIA

DIA$140 − $16 = $124

SPHB$60 − $25 = $35

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee