DIA
SPDR Dow Jones Industrial Average ETF
1Y Return
+18.2%
Expense Ratio
0.16%
Dividend Yield
1.68%
AUM
$32.5B
Basic Info
IssuerState Street
CategoryLarge Cap Blend
Inception Date1998-01-14
Tracks the Dow Jones Industrial Average, investing in 30 U.S. blue-chip stocks.
Returns & Risk
1Y Return+18.2%
3Y (Ann.)+8.5%
5Y (Ann.)+10.8%
Volatility14.5%
Sharpe Ratio0.82
Max Drawdown-22.1%
Top 10 Holdings
UnitedHealth
8.5%
Goldman Sachs
7.2%
Microsoft
6.8%
Home Depot
5.8%
Caterpillar
5.2%
Amgen
4.8%
Salesforce
4.5%
McDonald's
4.2%
Visa
4.0%
Sherwin-Williams
3.8%
Sector Allocation
Technology
22.5%
Financials
16.8%
Healthcare
14.2%
Industrials
12.5%
Consumer
10.8%
Communication
8.2%
Energy
5.5%
Materials
4.2%
Utilities
3.5%
Real Estate
1.8%
Historical Annual Returns
Annual returns over the past 6 years
21%-7%
+9.7%2020
+21.0%2021
-6.8%2022
+16.2%2023
+15.8%2024
+2.1%2025
AI Analysis
DIA each have distinct characteristics. DIA led with a 1-year return of +18.2%, while DIA returned +18.2%. DIA has the lowest expense ratio at 0.16%. See detailed comparison below.
Investor Profile
Conservative: Focus on low-volatility, high-dividend ETFs. Keep total allocation under 60% of portfolio Aggressive: Core position in DIA (50%) with diversified allocation for the rest Moderate: 30-40% per ETF with periodic rebalancing
Risk Warning
Past performance does not guarantee future results. Make decisions based on your financial situation and risk tolerance