UDN vs DIA

AUDN

BDIA

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,375DIA · UDN $9,967

Lowest cost0.16%DIA · $16 on $10k

Most income2.99%UDN · $299 on $10k

Smallest drop−5.6%UDN · worst fall in 1Y

Held in common0.0%UDN and DIA

UDN

DIA

Invesco DB US Dollar Index Bearish Fund · $96MState Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B

+3.6%3 years · per year$11,109 · $16,984+19.3%

−0.1%5 years · per year$9,967 · $16,375+10.4%

0.77%Expense ratio$77 · $16 on $10k · lower wins0.16%

2.99%12-mo yield$299 · $135 on $10k1.35%

−5.6%Worst dropSmaller wins−9.8%

5.6%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsUDN · DIA

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

Held in common0.0%

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	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
2	AUDN	Invesco DB US Dollar Index Bearish FundRead Desk		0.77%	2.99%	+0.4%	−1.7%	+0.2%	+3.6%	−0.1%	−5.6%	$96M

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	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
2	AUDN	Invesco DB US Dollar Index Bearish FundRead Desk		0.77%	2.99%	+0.4%	−1.7%	+0.2%	+3.6%	−0.1%	−5.6%	$96M

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

UDN vs DIA

UDN

Invesco DB US Dollar Index Bearish Fund

$9,967

DIA

SPDR Dow Jones Industrial Average ETF Trust

$16,375

MeasureUDNDIA

Fee0.77%0.16%

Cost on $10k a year$77$16

Yield2.99%1.35%

5 years, per year−0.1%+10.4%

3 years, per year+3.6%+19.3%

Worst drop · 1Y−5.6%−9.8%

Volatility · 1Y5.6%12.9%

3–3measures won
level

0.0%

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: UDN, DIA

Today

0.0%most shared, UDN and DIA

UDNDIA

UDN—0.0%

DIA0.0%—

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

Income After Fees on $10,000

$222most kept, UDN

UDN$299 − $77 = $222

DIA$135 − $16 = $119

KeptFee

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