XLSR vs DIA

AXLSR

BDIA

Measures won0–6DIA wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · DIA $15,590

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common14.0%XLSR and DIA

XLSR

DIA

State Street US Sector Rotation ETF · $1.0BState Street SPDR Dow Jones Industrial Average ETF Trust · $45.3B

+16.9%3 years · per year$15,995 · $16,149+17.3%

+8.2%5 years · per year$14,831 · $15,590+9.3%

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

0.42%12-mo yield$42 · $140 on $10k1.40%

−11.1%Worst dropSmaller wins−9.8%

14.5%VolatilityLower wins13.4%

0–6DIA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXLSR · DIA

4.2%AAPL4.0%

3.3%GOOGL3.3%

3.2%MSFT6.2%

3.6%NVDA2.1%

Held in common14.0%

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
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
3	AXLSR	State Street US Sector Rotation ETFRead Desk	0.70%	0.42%	+0.8%	+2.9%	+5.1%	+16.9%	+8.2%	−11.1%	$1.0B

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
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
3	AXLSR	State Street US Sector Rotation ETFRead Desk	0.70%	0.42%	+0.8%	+2.9%	+5.1%	+16.9%	+8.2%	−11.1%	$1.0B

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

XLSR vs DIA

XLSR

US Sector Rotation

$14,831

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,590

MeasureXLSRDIA

Fee0.70%0.16%

Cost on $10k a year$70$16

Yield0.42%1.40%

5 years, per year+8.2%+9.3%

3 years, per year+16.9%+17.3%

Worst drop · 1Y−11.1%−9.8%

Volatility · 1Y14.5%13.4%

6–0measures won
DIA first

14.0%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

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

Overlap: XLSR, DIA, VTV

Today

23.4%most shared, DIA and VTV

XLSRDIAVTV

XLSR—14.0%0.6%

DIA14.0%—23.4%

VTV0.6%23.4%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

DIA$140 − $16 = $124

XLSR$42 − $70 = −$28

KeptFee

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