USXF vs DIA

AUSXF

BDIA

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,927USXF · DIA $15,770

Lowest cost0.10%USXF · $10 on $10k

Most income1.39%DIA · $139 on $10k

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

Held in common8.9%USXF and DIA

USXF

DIA

iShares ESG Advanced MSCI USA ETF · $1.4BState Street SPDR Dow Jones Industrial Average ETF Trust · $45.1B

+26.5%3 years · per year$20,230 · $16,728+18.7%

+12.4%5 years · per year$17,927 · $15,770+9.5%

0.10%Expense ratio$10 · $16 on $10k · lower wins0.16%

0.88%12-mo yield$88 · $139 on $10k1.39%

−10.2%Worst dropSmaller wins−9.8%

19.6%VolatilityLower wins12.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsUSXF · DIA

2.8%V4.7%

12.3%NVDA2.4%

1.4%HD3.7%

1.7%CSCO1.2%

Held in common8.9%

End-of-day Nov 3, 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	AUSXF	iShares ESG Advanced MSCI USA ETFRead Desk		0.10%	0.88%	+0.9%	+14.0%	+11.9%	+26.5%	+12.4%	−10.2%	$1.4B
2	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk		0.16%	1.39%	−0.4%	+8.8%	+10.3%	+18.7%	+9.5%	−9.8%	$45.1B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AUSXF	iShares ESG Advanced MSCI USA ETFRead Desk		0.10%	0.88%	+0.9%	+14.0%	+11.9%	+26.5%	+12.4%	−10.2%	$1.4B
2	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk		0.16%	1.39%	−0.4%	+8.8%	+10.3%	+18.7%	+9.5%	−9.8%	$45.1B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

USXF vs DIA

USXF

iShares ESG Advanced MSCI USA

$17,927

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,770

MeasureUSXFDIA

Fee0.10%0.16%

Cost on $10k a year$10$16

Yield0.88%1.39%

5 years, per year+12.4%+9.5%

3 years, per year+26.5%+18.7%

Worst drop · 1Y−10.2%−9.8%

Volatility · 1Y19.6%12.6%

3–3measures won
level

8.9%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: USXF, DIA

Today

8.9%most shared, USXF and DIA

USXFDIA

USXF—8.9%

DIA8.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$123most kept, DIA

DIA$139 − $16 = $123

USXF$88 − $10 = $78

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee