DCOR vs IUS

ADCOR

BIUS

Measures won1–4IUS wins · of 6 · 5Y

$10,000 · 5Y$20,206IUS

Lowest cost0.17%DCOR · $17 on $10k

Most income1.20%IUS · $120 on $10k

Smallest drop−6.1%IUS · worst fall in 1Y

Held in common62.1%DCOR and IUS

DCOR

IUS

U.S. Core Equity 1 Portfolio ETF Class Shares · $45.6BInvesco RAFI Strategic US ETF · $1.0B

+23.6%3 years · per year$18,904 · $19,448+24.8%

[…]5 years · per year[…] · $20,206+15.1%

0.17%Expense ratio$17 · $19 on $10k · lower wins0.19%

0.89%12-mo yield$89 · $120 on $10k1.20%

−8.3%Worst dropSmaller wins−6.1%

12.2%VolatilityLower wins10.4%

1–4IUS wins

$10,000 · 5 yearsOne scale

Shared top holdingsDCOR · IUS

5.8%AAPL4.2%

4.4%MSFT4.1%

2.7%AMZN2.6%

5.7%NVDA2.0%

Held in common62.1%

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	BIUS	Invesco RAFI Strategic US ETFRead Desk		0.19%	1.20%	+2.1%	+26.5%	+29.5%	+24.8%	+15.1%	−6.1%	$1.0B
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	BIUS	Invesco RAFI Strategic US ETFRead Desk		0.19%	1.20%	+2.1%	+26.5%	+29.5%	+24.8%	+15.1%	−6.1%	$1.0B
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 IUS

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares

[…]

IUS

Invesco RAFI Strategic US

$20,206

MeasureDCORIUS

Fee0.17%0.19%

Cost on $10k a year$17$19

Yield0.89%1.20%

5 years, per year[…]+15.1%

3 years, per year+23.6%+24.8%

Worst drop · 1Y−8.3%−6.1%

Volatility · 1Y12.2%10.4%

4–1measures won
IUS first

62.1%

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, IUS

Today

62.1%most shared, DCOR and IUS

DCORIUS

DCOR—62.1%

IUS62.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$101most kept, IUS

IUS$120 − $19 = $101

DCOR$89 − $17 = $72

KeptFee

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