TSIC vs DIA · Compare Desk

ADIA

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,052VUG · DIA $15,693

Lowest cost0.03%VUG · $3 on $10k

Most income1.40%DIA · $140 on $10k

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

Held in common20.7%DIA and VUG

DIA vs VUG

DIA

VUG

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.9BVanguard Morningstar Growth ETF · $233B

+17.7%3 years · per year$16,322 · $18,532+22.8%

+9.4%5 years · per year$15,693 · $16,052+9.9%

0.16%Expense ratio$16 · $3 on $10k · lower wins0.03%

1.40%12-mo yield$140 · $43 on $10k0.43%

−9.8%Worst dropSmaller wins−15.1%

13.4%VolatilityLower wins19.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsDIA · VUG

6.2%MSFT9.7%

3.9%AAPL12.5%

3.2%GOOGL5.2%

3.0%AMZN4.3%

Held in common20.7%

End-of-day Nov 5, 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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	ADIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk		0.16%	1.40%	−3.5%	+8.2%	+10.8%	+17.7%	+9.4%	−9.8%	$45.9B

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

Both

5Y2 funds

#			Trend
1	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	ADIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk		0.16%	1.40%	−3.5%	+8.2%	+10.8%	+17.7%	+9.4%	−9.8%	$45.9B

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

Cards for this view

DIA vs VUG

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,693

VUG

Vanguard Morningstar Growth

$16,052

MeasureDIAVUG

Fee0.16%0.03%

Cost on $10k a year$16$3

Yield1.40%0.43%

5 years, per year+9.4%+9.9%

3 years, per year+17.7%+22.8%

Worst drop · 1Y−9.8%−15.1%

Volatility · 1Y13.4%19.0%

3–3measures won
level

20.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DIA, VUG

Today

20.7%most shared, DIA and VUG

DIAVUG

DIA—20.7%

VUG20.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$124most kept, DIA

DIA$140 − $16 = $124

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee