VTHR vs DIA

AVTHR

BDIA

Measures won4–2VTHR wins · of 6 · 5Y

$10,000 · 5Y$17,277VTHR · DIA $16,375

Lowest cost0.06%VTHR · $6 on $10k

Most income1.35%DIA · $135 on $10k

Smallest drop−8.9%VTHR · worst fall in 1Y

Held in common26.9%VTHR and DIA

VTHR

DIA

Vanguard Russell 3000 ETF · $4.9BState Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B

+24.0%3 years · per year$19,051 · $16,984+19.3%

+11.6%5 years · per year$17,277 · $16,375+10.4%

0.06%Expense ratio$6 · $16 on $10k · lower wins0.16%

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

−8.9%Worst dropSmaller wins−9.8%

13.1%VolatilityLower wins12.9%

4–2VTHR wins

$10,000 · 5 yearsOne scale

Shared top holdingsVTHR · DIA

5.2%MSFT6.0%

6.6%AAPL3.8%

3.3%AMZN2.9%

2.7%GOOGL3.2%

Held in common26.9%

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	AVTHR	Vanguard Russell 3000 ETFRead Desk		0.06%	1.03%	+1.5%	+13.4%	+13.4%	+24.0%	+11.6%	−8.9%	$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	AVTHR	Vanguard Russell 3000 ETFRead Desk		0.06%	1.03%	+1.5%	+13.4%	+13.4%	+24.0%	+11.6%	−8.9%	$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

VTHR vs DIA

VTHR

Vanguard Russell 3000

$17,277

DIA

SPDR Dow Jones Industrial Average ETF Trust

$16,375

MeasureVTHRDIA

Fee0.06%0.16%

Cost on $10k a year$6$16

Yield1.03%1.35%

5 years, per year+11.6%+10.4%

3 years, per year+24.0%+19.3%

Worst drop · 1Y−8.9%−9.8%

Volatility · 1Y13.1%12.9%

4–2measures won
VTHR first

26.9%

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: VTHR, DIA

Today

26.9%most shared, VTHR and DIA

VTHRDIA

VTHR—26.9%

DIA26.9%—

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

VTHR$103 − $6 = $97

KeptFee

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