CSD vs DCOR

ACSD

BDCOR

Measures won1–4DCOR wins · of 6 · 5Y

$10,000 · 5Y$20,419CSD · IJH $14,303

Lowest cost0.05%IJH · $5 on $10k

Most income1.22%IJH · $122 on $10k

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

Held in common0.8%CSD and DCOR

CSD

DCOR

Invesco S&P Spin-Off ETF · $209MU.S. Core Equity 1 Portfolio ETF Class Shares · $45.0B

+36.1%3 years · per year$25,213 · $18,840+23.5%

+15.3%5 years · per year$20,419 · […][…]

0.66%Expense ratio$66 · $17 on $10k · lower wins0.17%

0.12%12-mo yield$12 · $91 on $10k0.91%

−17.1%Worst dropSmaller wins−8.3%

25.0%VolatilityLower wins12.2%

1–4DCOR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSD · DCOR

4.8%SNDK0.2%

6.5%GEV0.1%

7.6%VYLR0.1%

7.8%HONA0.1%

Held in common0.8%

End-of-day Nov 3, 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	ACSD	Invesco S&P Spin-Off ETFRead Desk	0.66%	0.12%	+1.6%	+30.9%	+35.6%	+36.1%	+15.3%	−17.1%	$209M
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	+0.3%	+13.2%	+15.7%	+18.5%	+7.4%	−8.8%	$124.6B
3	BDCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk	0.17%	0.91%	0.0%	+14.2%	+15.7%	+23.5%	new	−8.3%	$45.0B

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

All Three

5Y3 funds

#
1	ACSD	Invesco S&P Spin-Off ETFRead Desk	0.66%	0.12%	+1.6%	+30.9%	+35.6%	+36.1%	+15.3%	−17.1%	$209M
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	+0.3%	+13.2%	+15.7%	+18.5%	+7.4%	−8.8%	$124.6B
3	BDCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk	0.17%	0.91%	0.0%	+14.2%	+15.7%	+23.5%	new	−8.3%	$45.0B

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

Cards for this view

CSD vs DCOR

CSD

Invesco S&P Spin-Off

$20,419

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares

[…]

MeasureCSDDCOR

Fee0.66%0.17%

Cost on $10k a year$66$17

Yield0.12%0.91%

5 years, per year+15.3%[…]

3 years, per year+36.1%+23.5%

Worst drop · 1Y−17.1%−8.3%

Volatility · 1Y25.0%12.2%

4–1measures won
DCOR first

0.8%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: CSD, DCOR, IJH

Today

9.3%most shared, DCOR and IJH

CSDDCORIJH

CSD—0.8%0.7%

DCOR0.8%—9.3%

IJH0.7%9.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$117most kept, IJH

IJH$122 − $5 = $117

DCOR$91 − $17 = $74

CSD$12 − $66 = −$54

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee