APUE vs DCOR

AAPUE

BDCOR

Measures won1–4DCOR wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG

Lowest cost0.03%VUG · $3 on $10k

Most income0.91%DCOR · $91 on $10k

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

Held in common70.6%APUE and DCOR

APUE

DCOR

ActivePassive U.S. Equity ETF · $2.4BU.S. Core Equity 1 Portfolio ETF Class Shares · $43.9B

+21.9%3 years · per year$18,108 · $17,978+21.6%

[…]5 years · per year[…]

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

0.74%12-mo yield$74 · $91 on $10k0.91%

−9.0%Worst dropSmaller wins−8.3%

13.7%VolatilityLower wins13.0%

1–4DCOR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAPUE · DCOR

7.2%AAPL6.1%

6.1%NVDA5.2%

5.7%MSFT4.6%

3.7%AMZN2.8%

Held in common70.6%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	AAPUE	ActivePassive U.S. Equity ETFRead Desk	0.31%	0.74%	+2.6%	+11.9%	+14.7%	+21.9%	new	−9.0%	$2.4B
3	BDCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk	0.17%	0.91%	+2.4%	+14.1%	+17.3%	+21.6%	new	−8.3%	$43.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	AAPUE	ActivePassive U.S. Equity ETFRead Desk	0.31%	0.74%	+2.6%	+11.9%	+14.7%	+21.9%	new	−9.0%	$2.4B
3	BDCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk	0.17%	0.91%	+2.4%	+14.1%	+17.3%	+21.6%	new	−8.3%	$43.9B

End-of-day Nov 9, 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

Yield0.74%0.91%

5 years, per year[…][…]

3 years, per year+21.9%+21.6%

Worst drop · 1Y−9.0%−8.3%

Volatility · 1Y13.7%13.0%

4–1measures won
DCOR first

70.6%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: APUE, DCOR, VUG

Today

70.6%most shared, APUE and DCOR

APUEDCORVUG

APUE—70.6%49.8%

DCOR70.6%—38.3%

VUG49.8%38.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$74most kept, DCOR

DCOR$91 − $17 = $74

APUE$74 − $31 = $43

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee