VO vs DIA

AVO

BDIA

Measures won4–2VO wins · of 6 · 5Y

$10,000 · 5Y$15,892IWF · DIA $15,889

Lowest cost0.03%VO · $3 on $10k

Most income1.37%DIA · $137 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common1.1%VO and DIA

DIA

Vanguard Morningstar Mid-Cap ETF · $103BState Street SPDR Dow Jones Industrial Average ETF Trust · $44.0B

+18.8%3 years · per year$16,763 · $16,221+17.5%

+6.8%5 years · per year$13,867 · $15,889+9.7%

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

1.35%12-mo yield$135 · $137 on $10k1.37%

−8.2%Worst dropSmaller wins−9.8%

13.1%VolatilityLower wins13.6%

4–2VO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVO · DIA

0.4%NKE0.4%

0.4%TRV4.6%

0.3%HON2.5%

Held in common1.1%

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
2	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
3	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
2	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
3	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B

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

VO vs DIA

Vanguard Morningstar Mid-Cap

$13,867

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,889

MeasureVODIA

Fee0.03%0.16%

Cost on $10k a year$3$16

Yield1.35%1.37%

5 years, per year+6.8%+9.7%

3 years, per year+18.8%+17.5%

Worst drop · 1Y−8.2%−9.8%

Volatility · 1Y13.1%13.6%

4–1measures won
VO first

1.1%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

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

Overlap: VO, DIA, IWF

Today

21.7%most shared, DIA and IWF

VODIAIWF

VO—1.1%9.2%

DIA1.1%—21.7%

IWF9.2%21.7%—

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

DIA$137 − $16 = $121

IWF$38 − $18 = $20

KeptFee

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