UDN vs DIA

AUDN

BDIA

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,892IWF · DIA $15,889

Lowest cost0.16%DIA · $16 on $10k

Most income3.00%UDN · $300 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 · $93MState Street SPDR Dow Jones Industrial Average ETF Trust · $44.0B

+3.5%3 years · per year$11,085 · $16,221+17.5%

−0.1%5 years · per year$9,939 · $15,889+9.7%

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

3.00%12-mo yield$300 · $137 on $10k1.37%

−5.6%Worst dropSmaller wins−9.8%

5.6%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUDN · DIA

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

Held in common0.0%

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
2	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
3	AUDN	Invesco DB US Dollar Index Bearish FundRead Desk	0.77%	3.00%	+0.6%	−2.0%	−0.2%	+3.5%	−0.1%	−5.6%	$93M

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
2	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
3	AUDN	Invesco DB US Dollar Index Bearish FundRead Desk	0.77%	3.00%	+0.6%	−2.0%	−0.2%	+3.5%	−0.1%	−5.6%	$93M

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

UDN vs DIA

UDN

Invesco DB US Dollar Index Bearish Fund

$9,939

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,889

MeasureUDNDIA

Fee0.77%0.16%

Cost on $10k a year$77$16

Yield3.00%1.37%

5 years, per year−0.1%+9.7%

3 years, per year+3.5%+17.5%

Worst drop · 1Y−5.6%−9.8%

Volatility · 1Y5.6%13.6%

3–3measures won
level

0.0%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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

Overlap: UDN, DIA, IWF

Today

21.7%most shared, DIA and IWF

UDNDIAIWF

UDN—0.0%0.0%

DIA0.0%—21.7%

IWF0.0%21.7%—

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

Income After Fees on $10,000

$223most kept, UDN

UDN$300 − $77 = $223

DIA$137 − $16 = $121

IWF$38 − $18 = $20

KeptFee

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