SPTM vs DIA

ASPTM

BDIA

Measures won5–1SPTM wins · of 6 · 5Y

$10,000 · 5Y$17,822SPTM · DIA $16,375

Lowest cost0.03%SPTM · $3 on $10k

Most income1.35%DIA · $135 on $10k

Smallest drop−8.7%SPTM · worst fall in 1Y

Held in common27.8%SPTM and DIA

SPTM

DIA

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF · $14.0BState Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B

+23.8%3 years · per year$18,972 · $16,984+19.3%

+12.3%5 years · per year$17,822 · $16,375+10.4%

0.03%Expense ratio$3 · $16 on $10k · lower wins0.16%

1.06%12-mo yield$106 · $135 on $10k1.35%

−8.7%Worst dropSmaller wins−9.8%

12.8%VolatilityLower wins12.9%

5–1SPTM wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPTM · DIA

5.5%MSFT6.0%

6.9%AAPL3.8%

3.5%AMZN2.9%

7.1%NVDA2.4%

Held in common27.8%

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	ASPTM	State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFRead Desk		0.03%	1.06%	+1.6%	+13.5%	+13.8%	+23.8%	+12.3%	−8.7%	$14.0B
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

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	ASPTM	State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFRead Desk		0.03%	1.06%	+1.6%	+13.5%	+13.8%	+23.8%	+12.3%	−8.7%	$14.0B
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

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

SPTM vs DIA

SPTM

SPDR Portfolio S&P 1500 Composite Stock Market

$17,822

DIA

SPDR Dow Jones Industrial Average ETF Trust

$16,375

MeasureSPTMDIA

Fee0.03%0.16%

Cost on $10k a year$3$16

Yield1.06%1.35%

5 years, per year+12.3%+10.4%

3 years, per year+23.8%+19.3%

Worst drop · 1Y−8.7%−9.8%

Volatility · 1Y12.8%12.9%

5–1measures won
SPTM first

27.8%

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: SPTM, DIA

Today

27.8%most shared, SPTM and DIA

SPTMDIA

SPTM—27.8%

DIA27.8%—

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

SPTM$106 − $3 = $103

KeptFee

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