VUSE vs DIA

AVUSE

BDIA

Measures won2–4DIA wins · of 6 · 5Y

$10,000 · 5Y$16,452VUSE · DIA $15,590

Lowest cost0.16%DIA · $16 on $10k

Most income1.40%DIA · $140 on $10k

Smallest drop−9.3%VUSE · worst fall in 1Y

Held in common25.8%VUSE and DIA

VUSE

DIA

Vident U.S. Equity Strategy ETF · $642MState Street SPDR Dow Jones Industrial Average ETF Trust · $45.3B

+15.8%3 years · per year$15,534 · $16,149+17.3%

+10.5%5 years · per year$16,452 · $15,590+9.3%

0.50%Expense ratio$50 · $16 on $10k · lower wins0.16%

0.34%12-mo yield$34 · $140 on $10k1.40%

−9.3%Worst dropSmaller wins−9.8%

14.3%VolatilityLower wins13.4%

2–4DIA wins

$10,000 · 5 yearsOne scale

Shared top holdingsVUSE · DIA

2.9%AAPL4.0%

2.9%V4.9%

2.9%MSFT6.2%

2.7%GOOGL3.3%

Held in common25.8%

End-of-day Nov 6, 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	AVUSE	Vident U.S. Equity Strategy ETFRead Desk		0.50%	0.34%	−0.2%	+5.3%	+5.7%	+15.8%	+10.5%	−9.3%	$642M
2	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk		0.16%	1.40%	−0.4%	+7.8%	+9.9%	+17.3%	+9.3%	−9.8%	$45.3B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AVUSE	Vident U.S. Equity Strategy ETFRead Desk		0.50%	0.34%	−0.2%	+5.3%	+5.7%	+15.8%	+10.5%	−9.3%	$642M
2	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk		0.16%	1.40%	−0.4%	+7.8%	+9.9%	+17.3%	+9.3%	−9.8%	$45.3B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VUSE vs DIA

VUSE

Vident U.S. Equity Strategy

$16,452

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,590

MeasureVUSEDIA

Fee0.50%0.16%

Cost on $10k a year$50$16

Yield0.34%1.40%

5 years, per year+10.5%+9.3%

3 years, per year+15.8%+17.3%

Worst drop · 1Y−9.3%−9.8%

Volatility · 1Y14.3%13.4%

4–2measures won
DIA first

25.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: VUSE, DIA

Today

25.8%most shared, VUSE and DIA

VUSEDIA

VUSE—25.8%

DIA25.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$124most kept, DIA

DIA$140 − $16 = $124

VUSE$34 − $50 = −$16

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee