DCOR vs CSM

ADCOR

BCSM

Measures won3–2DCOR wins · of 6 · 5Y

$10,000 · 5Y$16,787CSM · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.08%CSM · $108 on $10k

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

Held in common53.8%DCOR and CSM

DCOR

CSM

U.S. Core Equity 1 Portfolio ETF Class Shares · $43.9BProShares - Large Cap Core Plus · $499M

+21.5%3 years · per year$17,935 · $18,102+21.9%

[…]5 years · per year[…] · $16,787+10.9%

0.17%Expense ratio$17 · $45 on $10k · lower wins0.45%

0.93%12-mo yield$93 · $108 on $10k1.08%

−8.3%Worst dropSmaller wins−9.4%

12.8%VolatilityLower wins13.2%

3–2DCOR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDCOR · CSM

6.1%AAPL5.1%

5.1%NVDA4.6%

4.6%MSFT4.0%

2.9%AMZN2.9%

Held in common53.8%

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	BCSM	ProShares - Large Cap Core PlusRead Desk	0.45%	1.08%	−0.1%	+6.7%	+9.1%	+21.9%	+10.9%	−9.4%	$499M
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	BCSM	ProShares - Large Cap Core PlusRead Desk	0.45%	1.08%	−0.1%	+6.7%	+9.1%	+21.9%	+10.9%	−9.4%	$499M
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 CSM

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares

[…]

CSM

ProShares - Large Cap Core Plus

$16,787

MeasureDCORCSM

Fee0.17%0.45%

Cost on $10k a year$17$45

Yield0.93%1.08%

5 years, per year[…]+10.9%

3 years, per year+21.5%+21.9%

Worst drop · 1Y−8.3%−9.4%

Volatility · 1Y12.8%13.2%

3–2measures won
DCOR first

53.8%

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: DCOR, CSM, VUG

Today

53.8%most shared, DCOR and CSM

DCORCSMVUG

DCOR—53.8%38.1%

CSM53.8%—34.5%

VUG38.1%34.5%—

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

CSM$108 − $45 = $63

VUG$42 − $3 = $39

KeptFee

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