XLSR vs DIA

AXLSR

BDIA

Measures won0–6DIA wins · of 6 · 5Y

$10,000 · 5Y$16,559IWF · DIA $16,375

Lowest cost0.16%DIA · $16 on $10k

Most income1.35%DIA · $135 on $10k

Smallest drop−9.8%DIA · worst fall in 1Y

Held in common13.9%XLSR and DIA

XLSR

DIA

State Street US Sector Rotation ETF · $1.1BState Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B

+19.0%3 years · per year$16,861 · $16,984+19.3%

+9.2%5 years · per year$15,519 · $16,375+10.4%

0.70%Expense ratio$70 · $16 on $10k · lower wins0.16%

0.40%12-mo yield$40 · $135 on $10k1.35%

−11.1%Worst dropSmaller wins−9.8%

13.8%VolatilityLower wins12.9%

0–6DIA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXLSR · DIA

3.7%AAPL3.8%

3.6%GOOGL3.2%

2.8%MSFT6.0%

3.8%NVDA2.4%

Held in common13.9%

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

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
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
3	AXLSR	State Street US Sector Rotation ETFRead Desk	0.70%	0.40%	+2.1%	+6.8%	+8.2%	+19.0%	+9.2%	−11.1%	$1.1B

End-of-day Nov 4, 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%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
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
3	AXLSR	State Street US Sector Rotation ETFRead Desk	0.70%	0.40%	+2.1%	+6.8%	+8.2%	+19.0%	+9.2%	−11.1%	$1.1B

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

XLSR vs DIA

XLSR

US Sector Rotation

$15,519

DIA

SPDR Dow Jones Industrial Average ETF Trust

$16,375

MeasureXLSRDIA

Fee0.70%0.16%

Cost on $10k a year$70$16

Yield0.40%1.35%

5 years, per year+9.2%+10.4%

3 years, per year+19.0%+19.3%

Worst drop · 1Y−11.1%−9.8%

Volatility · 1Y13.8%12.9%

6–0measures won
DIA first

13.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

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

Overlap: XLSR, DIA, IWF

Today

21.9%most shared, XLSR and IWF

XLSRDIAIWF

XLSR—13.9%21.9%

DIA13.9%—21.3%

IWF21.9%21.3%—

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

IWF$37 − $18 = $19

XLSR$40 − $70 = −$30

KeptFee

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