DCOR vs CSD

ADCOR

BCSD

Measures won4–1DCOR wins · of 6 · 5Y

$10,000 · 5Y$19,674CSD · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income0.93%DCOR · $93 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 · $43.9BInvesco S&P Spin-Off ETF · $204M

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

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

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

0.93%12-mo yield$93 · $13 on $10k0.13%

−8.3%Worst dropSmaller wins−17.6%

12.8%VolatilityLower wins25.4%

4–1DCOR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDCOR · CSD

0.1%GEV6.1%

0.1%SNDK3.7%

0.1%VYLR7.4%

0.1%HONA7.7%

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	BCSD	Invesco S&P Spin-Off ETFRead Desk	0.66%	0.13%	+1.2%	+25.2%	+29.3%	+32.7%	+14.5%	−17.6%	$204M
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	ADCOR	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	BCSD	Invesco S&P Spin-Off ETFRead Desk	0.66%	0.13%	+1.2%	+25.2%	+29.3%	+32.7%	+14.5%	−17.6%	$204M
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	ADCOR	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

DCOR vs CSD

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares

[…]

CSD

Invesco S&P Spin-Off

$19,674

MeasureDCORCSD

Fee0.17%0.66%

Cost on $10k a year$17$66

Yield0.93%0.13%

5 years, per year[…]+14.5%

3 years, per year+21.5%+32.7%

Worst drop · 1Y−8.3%−17.6%

Volatility · 1Y12.8%25.4%

4–1measures won
DCOR first

0.8%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: DCOR, CSD, VUG

Today

38.1%most shared, DCOR and VUG

DCORCSDVUG

DCOR—0.8%38.1%

CSD0.8%—1.4%

VUG38.1%1.4%—

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

Income After Fees on $10,000

$76most kept, DCOR

DCOR$93 − $17 = $76

VUG$42 − $3 = $39

CSD$13 − $66 = −$53

KeptFee

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