STAX vs DIA

ASTAX

BDIA

Measures won3–1STAX wins · of 6 · 5Y

$10,000 · 5Y$15,889DIA · IJH $14,049

Lowest cost0.05%IJH · $5 on $10k

Most income3.20%STAX · $320 on $10k

Smallest drop−2.7%STAX · worst fall in 1Y

Held in common[…]STAX and DIA

STAX

DIA

Nomura Tax-Free USA Short Term ETF · $11MState Street SPDR Dow Jones Industrial Average ETF Trust · $44.0B

[…]3 years · per year[…] · $16,221+17.5%

[…]5 years · per year[…] · $15,889+9.7%

0.29%Expense ratio$29 · $16 on $10k · lower wins0.16%

3.20%12-mo yield$320 · $137 on $10k1.37%

−2.7%Worst dropSmaller wins−9.8%

1.8%VolatilityLower wins13.6%

3–1STAX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSTAX · DIA

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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	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
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$125.2B
3	ASTAX	Nomura Tax-Free USA Short Term ETFRead Desk	0.29%	3.20%	0.0%	+1.6%	+2.1%	new	new	−2.7%	$11M

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	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
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$125.2B
3	ASTAX	Nomura Tax-Free USA Short Term ETFRead Desk	0.29%	3.20%	0.0%	+1.6%	+2.1%	new	new	−2.7%	$11M

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

STAX vs DIA

STAX

Nomura Tax-Free USA Short Term

[…]

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,889

MeasureSTAXDIA

Fee0.29%0.16%

Cost on $10k a year$29$16

Yield3.20%1.37%

5 years, per year[…]+9.7%

3 years, per year[…]+17.5%

Worst drop · 1Y−2.7%−9.8%

Volatility · 1Y1.8%13.6%

3–1measures won
STAX first

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: STAX, DIA, IJH

Today

0.0%most shared, DIA and IJH

STAXDIAIJH

STAX—[…][…]

DIA[…]—0.0%

IJH[…]0.0%—

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

Income After Fees on $10,000

$291most kept, STAX

STAX$320 − $29 = $291

DIA$137 − $16 = $121

IJH$121 − $5 = $116

KeptFee

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