DCOR vs CSD

ADCOR

BCSD

Measures won4–1DCOR wins · of 6 · 5Y

$10,000 · 5Y$20,191CSD · IWF $15,892

Lowest cost0.17%DCOR · $17 on $10k

Most income0.91%DCOR · $91 on $10k

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

Held in common0.8%DCOR and CSD

DCOR

CSD

U.S. Core Equity 1 Portfolio ETF Class Shares · $45.0BInvesco S&P Spin-Off ETF · $204M

+21.6%3 years · per year$17,978 · $23,737+33.4%

[…]5 years · per year[…] · $20,191+15.1%

0.17%Expense ratio$17 · $66 on $10k · lower wins0.66%

0.91%12-mo yield$91 · $12 on $10k0.12%

−8.3%Worst dropSmaller wins−17.6%

13.0%VolatilityLower wins25.7%

4–1DCOR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDCOR · CSD

0.1%SNDK3.8%

0.1%GEV6.0%

0.1%VYLR7.4%

0.1%HONA7.7%

Held in common0.8%

End-of-day Nov 9, 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	BCSD	Invesco S&P Spin-Off ETFRead Desk	0.66%	0.12%	+4.1%	+30.4%	+37.4%	+33.4%	+15.1%	−17.6%	$204M
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	ADCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk	0.17%	0.91%	+2.4%	+14.1%	+17.3%	+21.6%	new	−8.3%	$45.0B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BCSD	Invesco S&P Spin-Off ETFRead Desk	0.66%	0.12%	+4.1%	+30.4%	+37.4%	+33.4%	+15.1%	−17.6%	$204M
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	ADCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk	0.17%	0.91%	+2.4%	+14.1%	+17.3%	+21.6%	new	−8.3%	$45.0B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DCOR vs CSD

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares

[…]

CSD

Invesco S&P Spin-Off

$20,191

MeasureDCORCSD

Fee0.17%0.66%

Cost on $10k a year$17$66

Yield0.91%0.12%

5 years, per year[…]+15.1%

3 years, per year+21.6%+33.4%

Worst drop · 1Y−8.3%−17.6%

Volatility · 1Y13.0%25.7%

4–1measures won
DCOR first

0.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: DCOR, CSD, IWF

Today

42.8%most shared, DCOR and IWF

DCORCSDIWF

DCOR—0.8%42.8%

CSD0.8%—1.1%

IWF42.8%1.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$74most kept, DCOR

DCOR$91 − $17 = $74

IWF$38 − $18 = $20

CSD$12 − $66 = −$54

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee