BTAL vs DCOR

ABTAL

BDCOR

Measures won1–4DCOR wins · of 6 · 5Y

$10,000 · 5Y$9,246BTAL

Lowest cost0.17%DCOR · $17 on $10k

Most income2.63%BTAL · $263 on $10k

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

Held in common17.2%BTAL and DCOR

BTAL

DCOR

AGF U.S. Market Neutral Anti-Beta Fund · $333MU.S. Core Equity 1 Portfolio ETF Class Shares · $45.6B

−10.1%3 years · per year$7,274 · $18,033+21.7%

−1.6%5 years · per year$9,246 · […][…]

1.53%Expense ratio$153 · $17 on $10k · lower wins0.17%

2.63%12-mo yield$263 · $93 on $10k0.93%

−29.2%Worst dropSmaller wins−8.3%

24.3%VolatilityLower wins12.9%

1–4DCOR wins

$10,000 · 5 yearsOne scale

Shared top holdingsBTAL · DCOR

4.9%BRK-B1.2%

4.2%JNJ0.8%

4.5%ABBV0.7%

3.8%CSCO0.6%

Held in common17.2%

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	ABTAL	AGF U.S. Market Neutral Anti-Beta FundRead Desk		1.53%	2.63%	+4.1%	−5.4%	−7.9%	−10.1%	−1.6%	−29.2%	$333M
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	ABTAL	AGF U.S. Market Neutral Anti-Beta FundRead Desk		1.53%	2.63%	+4.1%	−5.4%	−7.9%	−10.1%	−1.6%	−29.2%	$333M
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

BTAL vs DCOR

BTAL

AGF U.S. Market Neutral Anti-Beta Fund

$9,246

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares

[…]

MeasureBTALDCOR

Fee1.53%0.17%

Cost on $10k a year$153$17

Yield2.63%0.93%

5 years, per year−1.6%[…]

3 years, per year−10.1%+21.7%

Worst drop · 1Y−29.2%−8.3%

Volatility · 1Y24.3%12.9%

4–1measures won
DCOR first

17.2%

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: BTAL, DCOR

Today

17.2%most shared, BTAL and DCOR

BTALDCOR

BTAL—17.2%

DCOR17.2%—

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

Income After Fees on $10,000

$110most kept, BTAL

BTAL$263 − $153 = $110

DCOR$93 − $17 = $76

KeptFee

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