USCL vs DIA

AUSCL

BDIA

Measures won2–3DIA wins · of 6 · 5Y

$10,000 · 5Y$16,375DIA

Lowest cost0.08%USCL · $8 on $10k

Most income1.35%DIA · $135 on $10k

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

Held in common30.9%USCL and DIA

USCL

DIA

iShares Climate Conscious & Transition MSCI USA ETF · $2.7BState Street SPDR Dow Jones Industrial Average ETF Trust · $45.1B

+22.4%3 years · per year$18,345 · $16,984+19.3%

[…]5 years · per year[…] · $16,375+10.4%

0.08%Expense ratio$8 · $16 on $10k · lower wins0.16%

1.05%12-mo yield$105 · $135 on $10k1.35%

−10.3%Worst dropSmaller wins−9.8%

13.3%VolatilityLower wins12.9%

2–3DIA wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSCL · DIA

6.9%MSFT6.0%

9.2%AAPL3.8%

3.1%GOOGL3.2%

4.6%AMZN2.9%

Held in common30.9%

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%	$45.1B
2	AUSCL	iShares Climate Conscious & Transition MSCI USA ETFRead Desk		0.08%	1.05%	+1.8%	+9.8%	+9.0%	+22.4%	new	−10.3%	$2.7B

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%	$45.1B
2	AUSCL	iShares Climate Conscious & Transition MSCI USA ETFRead Desk		0.08%	1.05%	+1.8%	+9.8%	+9.0%	+22.4%	new	−10.3%	$2.7B

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

USCL vs DIA

USCL

iShares Climate Conscious & Transition MSCI USA

[…]

DIA

SPDR Dow Jones Industrial Average ETF Trust

$16,375

MeasureUSCLDIA

Fee0.08%0.16%

Cost on $10k a year$8$16

Yield1.05%1.35%

5 years, per year[…]+10.4%

3 years, per year+22.4%+19.3%

Worst drop · 1Y−10.3%−9.8%

Volatility · 1Y13.3%12.9%

3–2measures won
DIA first

30.9%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: USCL, DIA

Today

30.9%most shared, USCL and DIA

USCLDIA

USCL—30.9%

DIA30.9%—

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

USCL$105 − $8 = $97

KeptFee

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