USPX vs DIA

AUSPX

BDIA

Measures won4–2USPX wins · of 6 · 5Y

$10,000 · 5Y$17,991USPX · DIA $16,375

Lowest cost0.03%USPX · $3 on $10k

Most income1.35%DIA · $135 on $10k

Smallest drop−9.1%USPX · worst fall in 1Y

Held in common29.4%USPX and DIA

USPX

DIA

Franklin U.S. Equity Index ETF · $2.1BState Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B

+24.1%3 years · per year$19,123 · $16,984+19.3%

+12.5%5 years · per year$17,991 · $16,375+10.4%

0.03%Expense ratio$3 · $16 on $10k · lower wins0.16%

1.03%12-mo yield$103 · $135 on $10k1.35%

−9.1%Worst dropSmaller wins−9.8%

13.0%VolatilityLower wins12.9%

4–2USPX wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSPX · DIA

5.9%MSFT6.0%

7.4%AAPL3.8%

3.8%AMZN2.9%

2.5%GOOGL3.2%

Held in common29.4%

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	AUSPX	Franklin U.S. Equity Index ETFRead Desk		0.03%	1.03%	+1.5%	+12.8%	+12.7%	+24.1%	+12.5%	−9.1%	$2.1B
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	AUSPX	Franklin U.S. Equity Index ETFRead Desk		0.03%	1.03%	+1.5%	+12.8%	+12.7%	+24.1%	+12.5%	−9.1%	$2.1B
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

USPX vs DIA

USPX

Franklin U.S. Equity Index

$17,991

DIA

SPDR Dow Jones Industrial Average ETF Trust

$16,375

MeasureUSPXDIA

Fee0.03%0.16%

Cost on $10k a year$3$16

Yield1.03%1.35%

5 years, per year+12.5%+10.4%

3 years, per year+24.1%+19.3%

Worst drop · 1Y−9.1%−9.8%

Volatility · 1Y13.0%12.9%

4–2measures won
USPX first

29.4%

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: USPX, DIA

Today

29.4%most shared, USPX and DIA

USPXDIA

USPX—29.4%

DIA29.4%—

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

USPX$103 − $3 = $100

KeptFee

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