CSD vs DCOR

ACSD

BDCOR

Measures won1–4DCOR wins · of 6 · 5Y

$10,000 · 5Y$19,358CSD · IWF $15,330

Lowest cost0.17%DCOR · $17 on $10k

Most income0.93%DCOR · $93 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 · $212MU.S. Core Equity 1 Portfolio ETF Class Shares · $45.6B

+32.5%3 years · per year$23,283 · $18,033+21.7%

+14.1%5 years · per year$19,358 · […][…]

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

0.13%12-mo yield$13 · $93 on $10k0.93%

−17.6%Worst dropSmaller wins−8.3%

25.5%VolatilityLower wins12.9%

1–4DCOR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSD · DCOR

4.6%SNDK0.2%

6.2%GEV0.1%

7.3%VYLR0.1%

7.6%HONA0.1%

Held in common0.8%

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

All Three

5Y3 funds

#
1	ACSD	Invesco S&P Spin-Off ETFRead Desk	0.66%	0.13%	−4.8%	+23.7%	+30.1%	+32.5%	+14.1%	−17.6%	$212M
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	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

All Three

5Y3 funds

#
1	ACSD	Invesco S&P Spin-Off ETFRead Desk	0.66%	0.13%	−4.8%	+23.7%	+30.1%	+32.5%	+14.1%	−17.6%	$212M
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	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

CSD vs DCOR

CSD

Invesco S&P Spin-Off

$19,358

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares

[…]

MeasureCSDDCOR

Fee0.66%0.17%

Cost on $10k a year$66$17

Yield0.13%0.93%

5 years, per year+14.1%[…]

3 years, per year+32.5%+21.7%

Worst drop · 1Y−17.6%−8.3%

Volatility · 1Y25.5%12.9%

4–1measures won
DCOR first

0.8%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

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

Overlap: CSD, DCOR, IWF

Today

43.1%most shared, DCOR and IWF

CSDDCORIWF

CSD—0.8%1.2%

DCOR0.8%—43.1%

IWF1.2%43.1%—

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

Income After Fees on $10,000

$76most kept, DCOR

DCOR$93 − $17 = $76

IWF$39 − $18 = $21

CSD$13 − $66 = −$53

KeptFee

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