VSLU vs DIA

AVSLU

BDIA

Measures won4–2VSLU wins · of 6 · 5Y

$10,000 · 5Y$19,243VSLU · DIA $16,375

Lowest cost0.16%DIA · $16 on $10k

Most income1.35%DIA · $135 on $10k

Smallest drop−9.2%VSLU · worst fall in 1Y

Held in common28.2%VSLU and DIA

VSLU

DIA

Applied Finance Valuation Large Cap ETF · $587MState Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B

+24.9%3 years · per year$19,505 · $16,984+19.3%

+14.0%5 years · per year$19,243 · $16,375+10.4%

0.49%Expense ratio$49 · $16 on $10k · lower wins0.16%

0.41%12-mo yield$41 · $135 on $10k1.35%

−9.2%Worst dropSmaller wins−9.8%

12.8%VolatilityLower wins12.9%

4–2VSLU wins

$10,000 · 5 yearsOne scale

Shared top holdingsVSLU · DIA

8.2%MSFT6.0%

3.8%V4.8%

10.0%AAPL3.8%

4.9%GOOGL3.2%

Held in common28.2%

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	AVSLU	Applied Finance Valuation Large Cap ETFRead Desk		0.49%	0.41%	+2.4%	+13.1%	+15.1%	+24.9%	+14.0%	−9.2%	$587M
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	AVSLU	Applied Finance Valuation Large Cap ETFRead Desk		0.49%	0.41%	+2.4%	+13.1%	+15.1%	+24.9%	+14.0%	−9.2%	$587M
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

VSLU vs DIA

VSLU

Applied Finance Valuation Large Cap

$19,243

DIA

SPDR Dow Jones Industrial Average ETF Trust

$16,375

MeasureVSLUDIA

Fee0.49%0.16%

Cost on $10k a year$49$16

Yield0.41%1.35%

5 years, per year+14.0%+10.4%

3 years, per year+24.9%+19.3%

Worst drop · 1Y−9.2%−9.8%

Volatility · 1Y12.8%12.9%

4–2measures won
VSLU first

28.2%

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: VSLU, DIA

Today

28.2%most shared, VSLU and DIA

VSLUDIA

VSLU—28.2%

DIA28.2%—

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

VSLU$41 − $49 = −$8

KeptFee

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