AESR vs DCOR

AAESR

BDCOR

Measures won2–3DCOR wins · of 6 · 5Y

$10,000 · 5Y$16,524AESR

Lowest cost0.17%DCOR · $17 on $10k

Most income21.55%AESR · $2,155 on $10k

Smallest drop−8.3%DCOR · worst fall in 1Y

Held in common1.5%AESR and DCOR

AESR

DCOR

Anfield U.S. Equity Sector Rotation ETF · $245MU.S. Core Equity 1 Portfolio ETF Class Shares · $45.6B

+23.7%3 years · per year$18,924 · $18,033+21.7%

+10.6%5 years · per year$16,524 · […][…]

0.97%Expense ratio$97 · $17 on $10k · lower wins0.17%

21.55%12-mo yield$2,155 · $93 on $10k0.93%

−13.0%Worst dropSmaller wins−8.3%

20.4%VolatilityLower wins12.9%

2–3DCOR wins

$10,000 · 5 yearsOne scale

Shared top holdingsAESR · DCOR

0.9%CSX0.2%

0.7%PSX0.2%

0.7%MPC0.2%

0.8%TRGP0.2%

Held in common1.5%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AAESR	Anfield U.S. Equity Sector Rotation ETFRead Desk		0.97%	21.55%	−5.1%	+6.8%	+8.0%	+23.7%	+10.6%	−13.0%	$245M
2	BDCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk		0.17%	0.93%	−4.0%	+11.3%	+13.9%	+21.7%	new	−8.3%	$45.6B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AAESR	Anfield U.S. Equity Sector Rotation ETFRead Desk		0.97%	21.55%	−5.1%	+6.8%	+8.0%	+23.7%	+10.6%	−13.0%	$245M
2	BDCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk		0.17%	0.93%	−4.0%	+11.3%	+13.9%	+21.7%	new	−8.3%	$45.6B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AESR vs DCOR

AESR

Anfield U.S. Equity Sector Rotation

$16,524

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares

[…]

MeasureAESRDCOR

Fee0.97%0.17%

Cost on $10k a year$97$17

Yield21.55%0.93%

5 years, per year+10.6%[…]

3 years, per year+23.7%+21.7%

Worst drop · 1Y−13.0%−8.3%

Volatility · 1Y20.4%12.9%

3–2measures won
DCOR first

1.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: AESR, DCOR

Today

1.5%most shared, AESR and DCOR

AESRDCOR

AESR—1.5%

DCOR1.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$2,058most kept, AESR

AESR$2,155 − $97 = $2,058

DCOR$93 − $17 = $76

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee