Both DIA and FMK are ETFs. DIA has a higher 5-year return than FMK (16.67% vs 10.92%). DIA has a higher expense ratio than FMK (0.16% vs 0.06%). Below is the comparison between DIA and FMK.
| DIA | FMK | |
|---|---|---|
| Security Type | ETF | ETF |
| Finny Score | 100 | N/A |
| Category | N/A | Large Blend |
| Family | State Street Global Advisors | First Trust |
| Net Assets | $28.11B | $2.42B |
| Expense Ratio | 0.16% | 0.06% |
| Management Style | passive (index-based) | passive (index-based) |
| Dividend Yield | 2.00% | 1.36% |
| Underlying Index | Dow Jones Industrial Average | NASDAQ AlphaDEX Mega Cap Index |
| YTD Return | 12.20% | 11.29% |
| 1-Year Return | 46.67% | 14.43% |
| 3-Year Return | 14.51% | 9.72% |
| 5-Year Return | 16.67% | 10.92% |
| 10-Year Return | 12.95% | 0.00% |
DIA
DIA description
SPDR Dow Jones Industrial Average ETF Trust is an exchange traded fund launched and managed by State Street Global Advisors, Inc. It invests in public equity markets of the United States. It invests in stocks of companies operating across energy, real estate, materials, industrials, capital goods, commercial and professional services, consumer discretionary, consumer staples, health care, financials, information technology, communication services sectors. The fund invests in growth and value stocks of large-cap companies. The fund seeks to track the performance of the Dow Jones Industrial Average, by using full replication technique. SPDR Dow Jones Industrial Average ETF Trust was formed on January 13, 1998 and is domiciled in the United States.
DIA performance & returns
| YTD Return | 12.20% |
| 1-Month Return | 3.06% |
| 3-Month Return | 10.39% |
| 1-Year Return | 46.67% |
| 3-Year Return | 14.51% |
| 5-Year Return | 16.67% |
| 10-Year Return | 12.95% |
DIA holdings
Top 10 Holdings (52.32% of Total Assets)
DIA pros
The following are DIA strengths from our perspective:
- DIA 3-year return is 14.51%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
- DIA 5-year return is 16.67%, which is higher than the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
- DIA 10-year return is 12.95%, which is higher than the 10-year return of the benchmark index (S&P 500 TR USD), 12.76%.
- DIA 15-year return is 7.88%, which is in line with the 15-year return of the benchmark index (S&P 500 TR USD), 8.17%.
- DIA expense ratio is 0.16%, which is considered low. Nice job picking a low-cost fund.
DIA cons
None that we could think of.Other relevant DIA comparisons
You may also want to check out the following DIA comparisons that investors often look for on Finny
- DIA vs SPY
- DIA vs SCHD
- DIA vs DLN
- DIA vs FMK
- DIA vs CDC
- DIA vs CFO
- DIA vs CFA
- DIA vs CSM
- DIA vs DJD
- DIA vs CAPE
- DIA vs DTN
- DIA vs DEUS
FMK
FMK description
The Fund seeks high total return until its target retirement data. The fund invests in a combination of underlying Fidelity funds, each of which (excluding the money market fund) seeks to provide investment results that correspond to the total return of a specific index or market segment.
FMK performance & returns
| YTD Return | 11.29% |
| 1-Month Return | 15.55% |
| 3-Month Return | 6.09% |
| 1-Year Return | 14.43% |
| 3-Year Return | 9.72% |
| 5-Year Return | 10.92% |
| 10-Year Return | 0.00% |
FMK holdings
Top 10 Holdings (33.71% of Total Assets)
FMK pros
The following are FMK strengths from our perspective:
- FMK expense ratio is 0.06%, which is considered low. Nice job picking a low-cost fund.
FMK cons
None that we could think of.Other relevant FMK comparisons
You may also want to check out the following FMK comparisons that investors often look for on Finny
- FMK vs DIA
- FMK vs DLN
- FMK vs CDC
- FMK vs CFO
- FMK vs CFA
- FMK vs CSM
- FMK vs DJD
- FMK vs CAPE
- FMK vs DTN
- FMK vs DEUS