CSD vs DCOR

ACSD

BDCOR

Measures won1–4DCOR wins · of 6 · 5Y

$10,000 · 5Y$19,674CSD · VTV $17,585

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.8%CSD and DCOR

CSD

DCOR

Invesco S&P Spin-Off ETF · $211MU.S. Core Equity 1 Portfolio ETF Class Shares · $43.9B

+32.7%3 years · per year$23,371 · $17,935+21.5%

+14.5%5 years · per year$19,674 · […][…]

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%

25.4%VolatilityLower wins12.8%

1–4DCOR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSD · DCOR

6.1%GEV0.1%

3.7%SNDK0.1%

7.4%VYLR0.1%

7.7%HONA0.1%

Held in common0.8%

End-of-day Nov 6, 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%	+1.2%	+25.2%	+29.3%	+32.7%	+14.5%	−17.6%	$211M
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
3	BDCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk	0.17%	0.93%	+0.2%	+11.5%	+13.4%	+21.5%	new	−8.3%	$43.9B

End-of-day Nov 6, 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%	+1.2%	+25.2%	+29.3%	+32.7%	+14.5%	−17.6%	$211M
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
3	BDCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk	0.17%	0.93%	+0.2%	+11.5%	+13.4%	+21.5%	new	−8.3%	$43.9B

End-of-day Nov 6, 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

$19,674

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+14.5%[…]

3 years, per year+32.7%+21.5%

Worst drop · 1Y−17.6%−8.3%

Volatility · 1Y25.4%12.8%

4–1measures won
DCOR first

0.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: CSD, DCOR, VTV

Today

41.9%most shared, DCOR and VTV

CSDDCORVTV

CSD—0.8%0.4%

DCOR0.8%—41.9%

VTV0.4%41.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

DCOR$93 − $17 = $76

CSD$13 − $66 = −$53

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee