CSD vs DCOR

ACSD

BDCOR

Measures won1–4DCOR wins · of 6 · 5Y

$10,000 · 5Y$20,683CSD · VUG $17,153

Lowest cost0.03%VUG · $3 on $10k

Most income0.89%DCOR · $89 on $10k

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

Held in common0.9%CSD and DCOR

CSD

DCOR

Invesco S&P Spin-Off ETF · $212MU.S. Core Equity 1 Portfolio ETF Class Shares · $45.6B

+35.3%3 years · per year$24,794 · $18,904+23.6%

+15.6%5 years · per year$20,683 · […][…]

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

0.12%12-mo yield$12 · $89 on $10k0.89%

−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

4.9%SNDK0.2%

6.8%GEV0.2%

7.3%VYLR0.1%

7.6%HONA0.1%

Held in common0.9%

End-of-day Nov 4, 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%	−0.7%	+30.0%	+34.9%	+35.3%	+15.6%	−17.1%	$212M
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	BDCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk	0.17%	0.89%	+1.4%	+15.9%	+17.4%	+23.6%	new	−8.3%	$45.6B

End-of-day Nov 4, 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%	−0.7%	+30.0%	+34.9%	+35.3%	+15.6%	−17.1%	$212M
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	BDCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk	0.17%	0.89%	+1.4%	+15.9%	+17.4%	+23.6%	new	−8.3%	$45.6B

End-of-day Nov 4, 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

$20,683

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares

[…]

MeasureCSDDCOR

Fee0.66%0.17%

Cost on $10k a year$66$17

Yield0.12%0.89%

5 years, per year+15.6%[…]

3 years, per year+35.3%+23.6%

Worst drop · 1Y−17.1%−8.3%

Volatility · 1Y25.0%12.2%

4–1measures won
DCOR first

0.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: CSD, DCOR, VUG

Today

38.3%most shared, DCOR and VUG

CSDDCORVUG

CSD—0.9%1.4%

DCOR0.9%—38.3%

VUG1.4%38.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$72most kept, DCOR

DCOR$89 − $17 = $72

VUG$40 − $3 = $37

CSD$12 − $66 = −$54

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee