USCA vs DIA

AUSCA

BDIA

Measures won2–3DIA wins · of 6 · 5Y

$10,000 · 5Y$15,693DIA

Lowest cost0.07%USCA · $7 on $10k

Most income1.40%DIA · $140 on $10k

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

Held in common31.3%USCA and DIA

USCA

DIA

Xtrackers MSCI USA Climate Action Equity ETF · $3.3BState Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B

+20.4%3 years · per year$17,443 · $16,322+17.7%

[…]5 years · per year[…] · $15,693+9.4%

0.07%Expense ratio$7 · $16 on $10k · lower wins0.16%

1.09%12-mo yield$109 · $140 on $10k1.40%

−10.3%Worst dropSmaller wins−9.8%

13.9%VolatilityLower wins13.4%

2–3DIA wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSCA · DIA

7.2%MSFT6.2%

9.5%AAPL3.9%

3.1%GOOGL3.2%

4.7%AMZN3.0%

Held in common31.3%

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	BDIA	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%	$44.9B
2	AUSCA	Xtrackers MSCI USA Climate Action Equity ETFRead Desk		0.07%	1.09%	−4.3%	+5.0%	+5.7%	+20.4%	new	−10.3%	$3.3B

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	BDIA	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%	$44.9B
2	AUSCA	Xtrackers MSCI USA Climate Action Equity ETFRead Desk		0.07%	1.09%	−4.3%	+5.0%	+5.7%	+20.4%	new	−10.3%	$3.3B

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

USCA vs DIA

USCA

Xtrackers MSCI USA Climate Action Equity

[…]

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,693

MeasureUSCADIA

Fee0.07%0.16%

Cost on $10k a year$7$16

Yield1.09%1.40%

5 years, per year[…]+9.4%

3 years, per year+20.4%+17.7%

Worst drop · 1Y−10.3%−9.8%

Volatility · 1Y13.9%13.4%

3–2measures won
DIA first

31.3%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: USCA, DIA

Today

31.3%most shared, USCA and DIA

USCADIA

USCA—31.3%

DIA31.3%—

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

USCA$109 − $7 = $102

KeptFee

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