USMC vs DIA

AUSMC

BDIA

Measures won4–2USMC wins · of 6 · 5Y

$10,000 · 5Y$18,971USMC · DIA $16,375

Lowest cost0.12%USMC · $12 on $10k

Most income1.35%DIA · $135 on $10k

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

Held in common34.5%USMC and DIA

USMC

DIA

Principal U.S. Mega-Cap ETF · $4.9BState Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B

+23.4%3 years · per year$18,806 · $16,984+19.3%

+13.7%5 years · per year$18,971 · $16,375+10.4%

0.12%Expense ratio$12 · $16 on $10k · lower wins0.16%

0.74%12-mo yield$74 · $135 on $10k1.35%

−10.0%Worst dropSmaller wins−9.8%

12.6%VolatilityLower wins12.9%

4–2USMC wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSMC · DIA

5.9%MSFT6.0%

5.2%V4.8%

4.3%JPM3.9%

7.4%AAPL3.8%

Held in common34.5%

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	AUSMC	Principal U.S. Mega-Cap ETFRead Desk		0.12%	0.74%	+1.6%	+11.1%	+9.8%	+23.4%	+13.7%	−10.0%	$4.9B
2	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

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	AUSMC	Principal U.S. Mega-Cap ETFRead Desk		0.12%	0.74%	+1.6%	+11.1%	+9.8%	+23.4%	+13.7%	−10.0%	$4.9B
2	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

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

USMC vs DIA

USMC

Principal U.S. Mega-Cap

$18,971

DIA

SPDR Dow Jones Industrial Average ETF Trust

$16,375

MeasureUSMCDIA

Fee0.12%0.16%

Cost on $10k a year$12$16

Yield0.74%1.35%

5 years, per year+13.7%+10.4%

3 years, per year+23.4%+19.3%

Worst drop · 1Y−10.0%−9.8%

Volatility · 1Y12.6%12.9%

4–2measures won
USMC first

34.5%

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: USMC, DIA

Today

34.5%most shared, USMC and DIA

USMCDIA

USMC—34.5%

DIA34.5%—

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

USMC$74 − $12 = $62

KeptFee

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