TAOZ vs DIA

ATAOZ

BDIA

Measures won0–2DIA wins · of 6 · 5Y

$10,000 · 5Y$15,815DIA

Lowest cost0.16%DIA · $16 on $10k

Most income1.37%DIA · $137 on $10k

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

Held in common7.2%TAOZ and DIA

TAOZ

DIA

Thornburg American Opportunities Fund · $488MState Street SPDR Dow Jones Industrial Average ETF Trust · $45.3B

[…]3 years · per year[…] · $16,129+17.3%

[…]5 years · per year[…] · $15,815+9.6%

0.79%Expense ratio$79 · $16 on $10k · lower wins0.16%

0.00%12-mo yield$0 · $137 on $10k1.37%

[…]Worst dropSmaller wins

End-of-day Nov 11, 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	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk		0.16%	1.37%	+0.5%	+10.3%	+12.3%	+17.3%	+9.6%	−9.8%	$45.3B
2	ATAOZ	Thornburg American Opportunities FundRead Desk		0.79%	0.00%	+1.5%	new	new	new	new	[…]	$488M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk		0.16%	1.37%	+0.5%	+10.3%	+12.3%	+17.3%	+9.6%	−9.8%	$45.3B
2	ATAOZ	Thornburg American Opportunities FundRead Desk		0.79%	0.00%	+1.5%	new	new	new	new	[…]	$488M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TAOZ vs DIA

TAOZ

Thornburg American Opportunities Fund

[…]

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,815

MeasureTAOZDIA

Fee0.79%0.16%

Cost on $10k a year$79$16

Yield0.00%1.37%

5 years, per year[…]+9.6%

3 years, per year[…]+17.3%

Worst drop · 1Y[…]−9.8%

Volatility · 1Y[…]13.6%

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TAOZ vs DIA

Both

Both

$10,000 in TAOZ, DIA

Overlap: TAOZ, DIA

TAOZ vs DIA

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Overlap: TAOZ, DIA

Income After Fees on $10,000