USCL vs DIA

AUSCL

BDIA

Measures won2–3DIA wins · of 6 · 5Y

$10,000 · 5Y$15,889DIA · IJH $14,049

Lowest cost0.05%IJH · $5 on $10k

Most income1.37%DIA · $137 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common31.5%USCL and DIA

USCL

DIA

iShares Climate Conscious & Transition MSCI USA ETF · $2.6BState Street SPDR Dow Jones Industrial Average ETF Trust · $44.0B

+20.3%3 years · per year$17,395 · $16,221+17.5%

[…]5 years · per year[…] · $15,889+9.7%

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

1.06%12-mo yield$106 · $137 on $10k1.37%

−10.3%Worst dropSmaller wins−9.8%

14.0%VolatilityLower wins13.6%

2–3DIA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSCL · DIA

7.2%MSFT6.1%

9.7%AAPL4.0%

3.2%GOOGL3.3%

4.8%AMZN3.0%

Held in common31.5%

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	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
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$121.4B
3	AUSCL	iShares Climate Conscious & Transition MSCI USA ETFRead Desk	0.08%	1.06%	+2.3%	+7.9%	+9.7%	+20.3%	new	−10.3%	$2.6B

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	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
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$121.4B
3	AUSCL	iShares Climate Conscious & Transition MSCI USA ETFRead Desk	0.08%	1.06%	+2.3%	+7.9%	+9.7%	+20.3%	new	−10.3%	$2.6B

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

USCL vs DIA

USCL

iShares Climate Conscious & Transition MSCI USA

[…]

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,889

MeasureUSCLDIA

Fee0.08%0.16%

Cost on $10k a year$8$16

Yield1.06%1.37%

5 years, per year[…]+9.7%

3 years, per year+20.3%+17.5%

Worst drop · 1Y−10.3%−9.8%

Volatility · 1Y14.0%13.6%

3–2measures won
DIA first

31.5%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: USCL, DIA, IJH

Today

31.5%most shared, USCL and DIA

USCLDIAIJH

USCL—31.5%0.2%

DIA31.5%—0.0%

IJH0.2%0.0%—

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

Income After Fees on $10,000

$121most kept, DIA

DIA$137 − $16 = $121

IJH$121 − $5 = $116

USCL$106 − $8 = $98

KeptFee

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