Both DIA and SPY are ETFs. DIA has a lower 5-year return than SPY (7.94% vs 10.67%). DIA has a higher expense ratio than SPY (0.16% vs 0.09%). Below is the comparison between DIA and SPY.
| DIA | SPY | |
|---|---|---|
| Security Type | ETF | ETF |
| Finny Score | 60 | 83 |
| Category | Large Value | Large Blend |
| Family | State Street Global Advisors | State Street Global Advisors |
| Net Assets | $28.60B | N/A |
| Expense Ratio | 0.16% | 0.09% |
| Management Style | passive (index-based) | passive (index-based) |
| Dividend Yield | 1.92% | 1.55% |
| Underlying Index | Dow Jones Industrial Average | S&P 500 |
| YTD Return | -0.30% | 8.84% |
| 1-Year Return | 4.08% | 6.13% |
| 3-Year Return | 12.32% | 13.70% |
| 5-Year Return | 7.94% | 10.67% |
| 10-Year Return | 10.27% | 11.69% |
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 | -0.30% |
| 1-Month Return | -2.05% |
| 3-Month Return | 0.43% |
| 1-Year Return | 4.08% |
| 3-Year Return | 12.32% |
| 5-Year Return | 7.94% |
| 10-Year Return | 10.27% |
DIA holdings
Top 10 Holdings (54.81% of Total Assets)
DIA pros
The following are DIA strengths from our perspective:
- DIA 3-year return is 13.02%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
- 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.
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 DLN
- DIA vs FMK
- DIA vs CDC
- DIA vs CFO
- DIA vs CFA
- DIA vs CSM
- DIA vs DUSA
- DIA vs DJD
- DIA vs CAPE
- DIA vs DTN
SPY
SPY description
SPDR S&P 500 ETF Trust is an exchange traded fund launched and managed by State Street Global Advisors, Inc. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of large-cap companies. It seeks to track the performance of the S&P 500 Index, by using full replication technique. SPDR S&P 500 ETF Trust was formed on January 22, 1993 and is domiciled in the United States.
SPY performance & returns
| YTD Return | 8.84% |
| 1-Month Return | 2.11% |
| 3-Month Return | 5.01% |
| 1-Year Return | 6.13% |
| 3-Year Return | 13.70% |
| 5-Year Return | 10.67% |
| 10-Year Return | 11.69% |
SPY holdings
Top 10 Holdings (27.84% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Apple Inc | AAPL | 7.24% |
| Microsoft Corp | MSFT | 6.56% |
| Amazon.com Inc | AMZN | 2.70% |
| NVIDIA Corp | NVDA | 1.96% |
| Alphabet Inc Class A | GOOGL | 1.83% |
| Berkshire Hathaway Inc Class B | BRK.B | 1.70% |
| Alphabet Inc Class C | GOOG | 1.61% |
| Meta Platforms Inc Class A | META | 1.53% |
| Exxon Mobil Corp | XOM | 1.40% |
| UnitedHealth Group Inc | UNH | 1.32% |
SPY pros
The following are SPY strengths from our perspective:
- SPY 3-year return is 14.17%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
- SPY 5-year return is 10.98%, which is higher than the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
- SPY 10-year return is 11.7%, which is in line with the 10-year return of the benchmark index (S&P 500 TR USD), 12.76%.
- SPY 15-year return is 8.1%, which is in line with the 15-year return of the benchmark index (S&P 500 TR USD), 8.17%.
- SPY expense ratio is 0.09%, which is considered low. Nice job picking a low-cost fund.
SPY cons
The following are SPY weaknesses from our perspective:
- SPY net assets are $0.00 million. This fund is not a popular choice with retail investors.
Other relevant SPY comparisons
You may also want to check out the following SPY comparisons that investors often look for on Finny
- SPY vs VOO
- SPY vs QQQ
- SPY vs IVV
- SPY vs VTI
- SPY vs DIA
- SPY vs DLN
- SPY vs FMK
- SPY vs CDC
- SPY vs CFO
- SPY vs CFA
- SPY vs CSM
- SPY vs DUSA
- SPY vs DJD
- SPY vs CAPE