DCOR vs DEMZ

ADCOR

BDEMZ

Measures won4–1DCOR wins · of 6 · 5Y

$10,000 · 5Y$17,912DEMZ

Lowest cost0.17%DCOR · $17 on $10k

Most income0.89%DCOR · $89 on $10k

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

Held in common21.6%DCOR and DEMZ

DCOR

DEMZ

U.S. Core Equity 1 Portfolio ETF Class Shares · $45.6BDemocratic Large Cap Core ETF · $69M

+23.6%3 years · per year$18,904 · $19,377+24.7%

[…]5 years · per year[…] · $17,912+12.4%

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

0.89%12-mo yield$89 · $86 on $10k0.86%

−8.3%Worst dropSmaller wins−12.3%

12.2%VolatilityLower wins14.8%

4–1DCOR wins

$10,000 · 5 yearsOne scale

Shared top holdingsDCOR · DEMZ

5.8%AAPL4.9%

5.7%NVDA4.7%

4.4%MSFT5.2%

1.7%META3.4%

Held in common21.6%

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

Both

5Y2 funds

#			Trend
1	BDEMZ	Democratic Large Cap Core ETFRead Desk		0.45%	0.86%	+2.0%	+13.8%	+13.7%	+24.7%	+12.4%	−12.3%	$69M
2	ADCOR	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

Both

5Y2 funds

#			Trend
1	BDEMZ	Democratic Large Cap Core ETFRead Desk		0.45%	0.86%	+2.0%	+13.8%	+13.7%	+24.7%	+12.4%	−12.3%	$69M
2	ADCOR	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

DCOR vs DEMZ

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares

[…]

DEMZ

Democratic Large Cap Core

$17,912

MeasureDCORDEMZ

Fee0.17%0.45%

Cost on $10k a year$17$45

Yield0.89%0.86%

5 years, per year[…]+12.4%

3 years, per year+23.6%+24.7%

Worst drop · 1Y−8.3%−12.3%

Volatility · 1Y12.2%14.8%

3–1measures won
DCOR first

21.6%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DCOR, DEMZ

Today

21.6%most shared, DCOR and DEMZ

DCORDEMZ

DCOR—21.6%

DEMZ21.6%—

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

DEMZ$86 − $45 = $41

KeptFee

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