XTR vs DIA

AXTR

BDIA

Measures won4–2XTR wins · of 6 · 5Y

$10,000 · 5Y$16,375DIA · XTR $15,645

Lowest cost0.16%DIA · $16 on $10k

Most income16.26%XTR · $1,626 on $10k

Smallest drop−8.5%XTR · worst fall in 1Y

Held in common29.2%XTR and DIA

XTR

DIA

Global X S&P 500 Tail Risk ETF · $5MState Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B

+19.7%3 years · per year$17,162 · $16,984+19.3%

+9.4%5 years · per year$15,645 · $16,375+10.4%

0.25%Expense ratio$25 · $16 on $10k · lower wins0.16%

16.26%12-mo yield$1,626 · $135 on $10k1.35%

−8.5%Worst dropSmaller wins−9.8%

11.8%VolatilityLower wins12.9%

4–2XTR wins

$10,000 · 5 yearsOne scale

Shared top holdingsXTR · DIA

5.9%MSFT6.0%

7.4%AAPL3.8%

3.8%AMZN2.9%

2.5%GOOGL3.2%

Held in common29.2%

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

Both

5Y2 funds

#			Trend
1	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
2	AXTR	Global X S&P 500 Tail Risk ETFRead Desk		0.25%	16.26%	+1.3%	+9.4%	+9.3%	+19.7%	+9.4%	−8.5%	$5M

End-of-day Nov 4, 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%	1.35%	+3.1%	+12.2%	+14.2%	+19.3%	+10.4%	−9.8%	$44.9B
2	AXTR	Global X S&P 500 Tail Risk ETFRead Desk		0.25%	16.26%	+1.3%	+9.4%	+9.3%	+19.7%	+9.4%	−8.5%	$5M

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

XTR vs DIA

XTR

Global X S&P 500 Tail Risk

$15,645

DIA

SPDR Dow Jones Industrial Average ETF Trust

$16,375

MeasureXTRDIA

Fee0.25%0.16%

Cost on $10k a year$25$16

Yield16.26%1.35%

5 years, per year+9.4%+10.4%

3 years, per year+19.7%+19.3%

Worst drop · 1Y−8.5%−9.8%

Volatility · 1Y11.8%12.9%

4–2measures won
XTR first

29.2%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: XTR, DIA

Today

29.2%most shared, XTR and DIA

XTRDIA

XTR—29.2%

DIA29.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,601most kept, XTR

XTR$1,626 − $25 = $1,601

DIA$135 − $16 = $119

KeptFee

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