SPTM vs DIA

ASPTM

BDIA

Measures won4–1SPTM wins · of 6 · 5Y

$10,000 · 5Y$17,251SPTM · IWF $15,892

Lowest cost0.03%SPTM · $3 on $10k

Most income1.37%DIA · $137 on $10k

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

Held in common28.4%SPTM and DIA

SPTM

DIA

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF · $13.7BState Street SPDR Dow Jones Industrial Average ETF Trust · $44.0B

+21.6%3 years · per year$17,985 · $16,221+17.5%

+11.5%5 years · per year$17,251 · $15,889+9.7%

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

1.07%12-mo yield$107 · $137 on $10k1.37%

−8.7%Worst dropSmaller wins−9.8%

13.6%VolatilityLower wins13.6%

4–1SPTM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPTM · DIA

5.7%MSFT6.1%

7.3%AAPL4.0%

3.7%AMZN3.0%

2.4%GOOGL3.3%

Held in common28.4%

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	ASPTM	State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFRead Desk	0.03%	1.07%	+2.4%	+11.6%	+14.0%	+21.6%	+11.5%	−8.7%	$13.7B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	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

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	ASPTM	State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFRead Desk	0.03%	1.07%	+2.4%	+11.6%	+14.0%	+21.6%	+11.5%	−8.7%	$13.7B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	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

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

SPTM vs DIA

SPTM

SPDR Portfolio S&P 1500 Composite Stock Market

$17,251

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,889

MeasureSPTMDIA

Fee0.03%0.16%

Cost on $10k a year$3$16

Yield1.07%1.37%

5 years, per year+11.5%+9.7%

3 years, per year+21.6%+17.5%

Worst drop · 1Y−8.7%−9.8%

Volatility · 1Y13.6%13.6%

4–1measures won
SPTM first

28.4%

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$61.4B

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%

$122BAssets$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: SPTM, DIA, IWF

Today

53.1%most shared, SPTM and IWF

SPTMDIAIWF

SPTM—28.4%53.1%

DIA28.4%—21.7%

IWF53.1%21.7%—

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

SPTM$107 − $3 = $104

IWF$38 − $18 = $20

KeptFee

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