XOEX vs DIA

AXOEX

BDIA

Measures won5–0XOEX wins · of 6 · 5Y

$10,000 · 5Y$15,693DIA

Lowest cost0.15%XOEX · $15 on $10k

Most income1.48%XOEX · $148 on $10k

Smallest drop−7.3%XOEX · worst fall in 1Y

Held in common24.9%XOEX and DIA

XOEX

DIA

Xtrackers S&P 100 Ex Top 20 ETF · $280MState Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B

+19.6%3 years · per year$17,126 · $16,322+17.7%

[…]5 years · per year[…] · $15,693+9.4%

0.15%Expense ratio$15 · $16 on $10k · lower wins0.16%

1.48%12-mo yield$148 · $140 on $10k1.40%

−7.3%Worst dropSmaller wins−9.8%

11.8%VolatilityLower wins13.4%

5–0XOEX wins

$10,000 · 5 yearsOne scale

Shared top holdingsXOEX · DIA

2.8%CVX2.4%

2.4%UNH4.6%

2.3%HD4.0%

2.5%PG1.9%

Held in common24.9%

End-of-day Nov 5, 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	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk		0.16%	1.40%	−3.5%	+8.2%	+10.8%	+17.7%	+9.4%	−9.8%	$44.9B
2	AXOEX	Xtrackers S&P 100 Ex Top 20 ETFRead Desk		0.15%	1.48%	−3.3%	+10.8%	+15.2%	+19.6%	new	−7.3%	$280M

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

Both

5Y2 funds

#			Trend
1	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk		0.16%	1.40%	−3.5%	+8.2%	+10.8%	+17.7%	+9.4%	−9.8%	$44.9B
2	AXOEX	Xtrackers S&P 100 Ex Top 20 ETFRead Desk		0.15%	1.48%	−3.3%	+10.8%	+15.2%	+19.6%	new	−7.3%	$280M

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

Cards for this view

XOEX vs DIA

XOEX

Xtrackers S&P 100 Ex Top 20

[…]

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,693

MeasureXOEXDIA

Fee0.15%0.16%

Cost on $10k a year$15$16

Yield1.48%1.40%

5 years, per year[…]+9.4%

3 years, per year+19.6%+17.7%

Worst drop · 1Y−7.3%−9.8%

Volatility · 1Y11.8%13.4%

5–0measures won
XOEX first

24.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: XOEX, DIA

Today

24.9%most shared, XOEX and DIA

XOEXDIA

XOEX—24.9%

DIA24.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$133most kept, XOEX

XOEX$148 − $15 = $133

DIA$140 − $16 = $124

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee