APUE vs DCOR

AAPUE

BDCOR

Measures won1–4DCOR wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.17%DCOR · $17 on $10k

Most income0.89%DCOR · $89 on $10k

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

Held in common70.5%APUE and DCOR

APUE

DCOR

ActivePassive U.S. Equity ETF · $2.5BU.S. Core Equity 1 Portfolio ETF Class Shares · $45.6B

+24.0%3 years · per year$19,058 · $18,904+23.6%

[…]5 years · per year[…]

0.31%Expense ratio$31 · $17 on $10k · lower wins0.17%

0.73%12-mo yield$73 · $89 on $10k0.89%

−9.0%Worst dropSmaller wins−8.3%

12.8%VolatilityLower wins12.2%

1–4DCOR wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsAPUE · DCOR

6.8%AAPL5.8%

6.6%NVDA5.7%

5.4%MSFT4.4%

3.4%AMZN2.7%

Held in common70.5%

End-of-day Nov 4, 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							5Y/yr
1	AAPUE	ActivePassive U.S. Equity ETFRead Desk		0.31%	0.73%	+1.5%	+13.7%	+14.6%	+24.0%	new	−9.0%	$2.5B
2	BDCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk		0.17%	0.89%	+1.4%	+15.9%	+17.4%	+23.6%	new	−8.3%	$45.6B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	AAPUE	ActivePassive U.S. Equity ETFRead Desk		0.31%	0.73%	+1.5%	+13.7%	+14.6%	+24.0%	new	−9.0%	$2.5B
2	BDCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk		0.17%	0.89%	+1.4%	+15.9%	+17.4%	+23.6%	new	−8.3%	$45.6B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

APUE vs DCOR

APUE

ActivePassive U.S. Equity

[…]

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares

[…]

MeasureAPUEDCOR

Fee0.31%0.17%

Cost on $10k a year$31$17

Yield0.73%0.89%

5 years, per year[…][…]

3 years, per year+24.0%+23.6%

Worst drop · 1Y−9.0%−8.3%

Volatility · 1Y12.8%12.2%

4–1measures won
DCOR first

70.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: APUE, DCOR

Today

70.5%most shared, APUE and DCOR

APUEDCOR

APUE—70.5%

DCOR70.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$72most kept, DCOR

DCOR$89 − $17 = $72

APUE$73 − $31 = $42

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee