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DIA
+30.02 · +6.53%
$490.11 · NYSE ARCA

SPDR Dow Jones Industrial Average ETF Trust (DIA) ETF Analysis | Large Value

State Street Investment Management · United States
AUM:$43.8B
#– of – in Large Value ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 14.0% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.16% — competitive for the exposure provided.

What is DIA?

The Trust"s Portfolio consists of substantially all of the component common stocks that comprise the DJIA, which are weighted in accordance with the terms of the Trust Agreement.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
DIA returned 14.0% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.16% — reasonable for the index exposure provided.
Concentrated Holdings
Top 10 holdings account for 55.8% of the ETF — significant weight in a small number of names.
ETF Information
AUM$43.8B
Expense Ratio0.16%
Dividend Yield1.41%
Holdings30
Inception DateJan 1998
DomicileUnited States
DistributionMonthly
Index–
ProviderState Street Investment Management
Beta0.92
CategoryLarge Value
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+9.5%
1Y
+18.4%
3Y
+60.3%
5Y
+63.7%
OpenBook InsightIf you had invested £10,000 in DIA 5 years ago, it would have grown to £16,374 — a gain of £6,374.

Annual Returns

Calendar year performance

DIA delivered positive returns in 4 of the last 5 calendar years.
YearDIA
2026 YTD+11.1%
2025+15.2%
2024+14.8%
2023+16.1%
2022-7.6%
CAGR 4yr+9.1%
4/5 positive yearsAvg return: +9.9%Worst year: -7.6% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
12.5%
Low
Momentum
+3.3%
30-day change
Support Level
527.51
Key floor
Key Insights
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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