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

DIA holdings

Top 10 Holdings (63.91% of Total Assets)

DIA pros

The following are DIA strengths from our perspective:

• 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.

SCHX description

Schwab Strategic Trust - Schwab U.S. Large-Cap ETF is an exchange traded fund launched and managed by Charles Schwab Investment Management, Inc. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of large-cap companies. It seeks to track the performance of the Dow Jones U.S. Large-Cap Total Stock Market Index, by using full replication technique. Schwab Strategic Trust - Schwab U.S. Large-Cap ETF was formed on November 3, 2009 and is domiciled in the United States.

SCHX performance & returns

SCHX holdings

Top 10 Holdings (24.92% of Total Assets)

SCHX pros

The following are SCHX strengths from our perspective:

• SCHX expense ratio is 0.03%, which is considered low. Nice job picking a low-cost fund.