SPTM vs DIA

ASPTM

BDIA

Measures won4–2SPTM wins · of 6 · 5Y

$10,000 · 5Y$16,906SPTM · VUG $16,124

Lowest cost0.03%SPTM · $3 on $10k

Most income1.40%DIA · $140 on $10k

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

Held in common28.5%SPTM and DIA

SPTM

DIA

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF · $13.6BState Street SPDR Dow Jones Industrial Average ETF Trust · $45.3B

+21.4%3 years · per year$17,907 · $16,149+17.3%

+11.1%5 years · per year$16,906 · $15,590+9.3%

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

1.10%12-mo yield$110 · $140 on $10k1.40%

−8.7%Worst dropSmaller wins−9.8%

13.5%VolatilityLower wins13.4%

4–2SPTM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPTM · DIA

5.8%MSFT6.2%

7.3%AAPL4.0%

3.7%AMZN3.0%

2.4%GOOGL3.3%

Held in common28.5%

End-of-day Nov 6, 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%	1.10%	+0.3%	+9.0%	+10.2%	+21.4%	+11.1%	−8.7%	$13.6B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.40%	−0.4%	+7.8%	+9.9%	+17.3%	+9.3%	−9.8%	$45.3B

End-of-day Nov 6, 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%	1.10%	+0.3%	+9.0%	+10.2%	+21.4%	+11.1%	−8.7%	$13.6B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.40%	−0.4%	+7.8%	+9.9%	+17.3%	+9.3%	−9.8%	$45.3B

End-of-day Nov 6, 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

$16,906

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,590

MeasureSPTMDIA

Fee0.03%0.16%

Cost on $10k a year$3$16

Yield1.10%1.40%

5 years, per year+11.1%+9.3%

3 years, per year+21.4%+17.3%

Worst drop · 1Y−8.7%−9.8%

Volatility · 1Y13.5%13.4%

4–2measures won
SPTM first

28.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: SPTM, DIA, VUG

Today

50.7%most shared, SPTM and VUG

SPTMDIAVUG

SPTM—28.5%50.7%

DIA28.5%—20.7%

VUG50.7%20.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$124most kept, DIA

DIA$140 − $16 = $124

SPTM$110 − $3 = $107

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee