VTHR vs DIA

AVTHR

BDIA

Measures won4–2VTHR wins · of 6 · 5Y

$10,000 · 5Y$16,717VTHR · IWF $15,892

Lowest cost0.06%VTHR · $6 on $10k

Most income1.37%DIA · $137 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 · $44.0B

+21.8%3 years · per year$18,055 · $16,221+17.5%

+10.8%5 years · per year$16,717 · $15,889+9.7%

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

1.04%12-mo yield$104 · $137 on $10k1.37%

−8.9%Worst dropSmaller wins−9.8%

14.0%VolatilityLower wins13.6%

4–2VTHR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVTHR · DIA

5.2%MSFT6.1%

6.6%AAPL4.0%

3.3%AMZN3.0%

2.7%GOOGL3.3%

Held in common26.9%

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	AVTHR	Vanguard Russell 3000 ETFRead Desk	0.06%	1.04%	+2.5%	+11.6%	+13.8%	+21.8%	+10.8%	−8.9%	$4.9B
2	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
3	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

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	AVTHR	Vanguard Russell 3000 ETFRead Desk	0.06%	1.04%	+2.5%	+11.6%	+13.8%	+21.8%	+10.8%	−8.9%	$4.9B
2	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
3	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

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

VTHR vs DIA

VTHR

Vanguard Russell 3000

$16,717

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,889

MeasureVTHRDIA

Fee0.06%0.16%

Cost on $10k a year$6$16

Yield1.04%1.37%

5 years, per year+10.8%+9.7%

3 years, per year+21.8%+17.5%

Worst drop · 1Y−8.9%−9.8%

Volatility · 1Y14.0%13.6%

4–2measures won
VTHR first

26.9%

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: VTHR, DIA, IWF

Today

56.0%most shared, VTHR and IWF

VTHRDIAIWF

VTHR—26.9%56.0%

DIA26.9%—21.7%

IWF56.0%21.7%—

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

Income After Fees on $10,000

$121most kept, DIA

DIA$137 − $16 = $121

VTHR$104 − $6 = $98

IWF$38 − $18 = $20

KeptFee

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