TSPA vs DIA

ATSPA

BDIA

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,371TSPA · DIA $16,375

Lowest cost0.16%DIA · $16 on $10k

Most income1.35%DIA · $135 on $10k

Smallest drop−9.2%TSPA · worst fall in 1Y

Held in common28.1%TSPA and DIA

TSPA

DIA

T. Rowe Price U.S. Equity Research ETF · $4.7BState Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B

+24.1%3 years · per year$19,105 · $16,984+19.3%

+12.9%5 years · per year$18,371 · $16,375+10.4%

0.34%Expense ratio$34 · $16 on $10k · lower wins0.16%

0.55%12-mo yield$55 · $135 on $10k1.35%

−9.2%Worst dropSmaller wins−9.8%

13.6%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsTSPA · DIA

5.8%MSFT6.0%

7.1%AAPL3.8%

3.8%AMZN2.9%

2.6%GOOGL3.2%

Held in common28.1%

End-of-day Nov 4, 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	ATSPA	T. Rowe Price U.S. Equity Research ETFRead Desk		0.34%	0.55%	+1.5%	+12.8%	+12.8%	+24.1%	+12.9%	−9.2%	$4.7B
2	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk		0.16%	1.35%	+3.1%	+12.2%	+14.2%	+19.3%	+10.4%	−9.8%	$44.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ATSPA	T. Rowe Price U.S. Equity Research ETFRead Desk		0.34%	0.55%	+1.5%	+12.8%	+12.8%	+24.1%	+12.9%	−9.2%	$4.7B
2	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk		0.16%	1.35%	+3.1%	+12.2%	+14.2%	+19.3%	+10.4%	−9.8%	$44.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TSPA vs DIA

TSPA

T. Rowe Price U.S. Equity Research

$18,371

DIA

SPDR Dow Jones Industrial Average ETF Trust

$16,375

MeasureTSPADIA

Fee0.34%0.16%

Cost on $10k a year$34$16

Yield0.55%1.35%

5 years, per year+12.9%+10.4%

3 years, per year+24.1%+19.3%

Worst drop · 1Y−9.2%−9.8%

Volatility · 1Y13.6%12.9%

3–3measures won
level

28.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: TSPA, DIA

Today

28.1%most shared, TSPA and DIA

TSPADIA

TSPA—28.1%

DIA28.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$119most kept, DIA

DIA$135 − $16 = $119

TSPA$55 − $34 = $21

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee