CSM vs DCOR

ACSM

BDCOR

Measures won2–3DCOR wins · of 6 · 5Y

$10,000 · 5Y$17,681CSM · VUG $17,153

Lowest cost0.03%VUG · $3 on $10k

Most income1.04%CSM · $104 on $10k

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

Held in common53.8%CSM and DCOR

CSM

DCOR

ProShares - Large Cap Core Plus · $521MU.S. Core Equity 1 Portfolio ETF Class Shares · $45.6B

+24.3%3 years · per year$19,199 · $18,904+23.6%

+12.1%5 years · per year$17,681 · […][…]

0.45%Expense ratio$45 · $17 on $10k · lower wins0.17%

1.04%12-mo yield$104 · $89 on $10k0.89%

−9.4%Worst dropSmaller wins−8.3%

12.6%VolatilityLower wins12.2%

2–3DCOR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSM · DCOR

5.1%NVDA5.7%

4.8%AAPL5.8%

3.8%MSFT4.4%

2.7%AMZN2.7%

Held in common53.8%

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	ACSM	ProShares - Large Cap Core PlusRead Desk	0.45%	1.04%	+1.7%	+11.2%	+13.3%	+24.3%	+12.1%	−9.4%	$521M
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	ACSM	ProShares - Large Cap Core PlusRead Desk	0.45%	1.04%	+1.7%	+11.2%	+13.3%	+24.3%	+12.1%	−9.4%	$521M
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

CSM vs DCOR

CSM

ProShares - Large Cap Core Plus

$17,681

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares

[…]

MeasureCSMDCOR

Fee0.45%0.17%

Cost on $10k a year$45$17

Yield1.04%0.89%

5 years, per year+12.1%[…]

3 years, per year+24.3%+23.6%

Worst drop · 1Y−9.4%−8.3%

Volatility · 1Y12.6%12.2%

3–2measures won
DCOR first

53.8%

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: CSM, DCOR, VUG

Today

53.8%most shared, CSM and DCOR

CSMDCORVUG

CSM—53.8%35.1%

DCOR53.8%—38.3%

VUG35.1%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

CSM$104 − $45 = $59

VUG$40 − $3 = $37

KeptFee

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