DCOR vs IUS

ADCOR

BIUS

Measures won1–4IUS wins · of 6 · 5Y

$10,000 · 5Y$19,362IUS · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.24%IUS · $124 on $10k

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

Held in common62.6%DCOR and IUS

DCOR

IUS

U.S. Core Equity 1 Portfolio ETF Class Shares · $43.9BInvesco RAFI Strategic US ETF · $1.0B

+21.5%3 years · per year$17,935 · $18,533+22.8%

[…]5 years · per year[…] · $19,362+14.1%

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

0.93%12-mo yield$93 · $124 on $10k1.24%

−8.3%Worst dropSmaller wins−6.1%

12.8%VolatilityLower wins10.8%

1–4IUS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDCOR · IUS

6.1%AAPL4.4%

4.6%MSFT4.2%

2.9%AMZN2.7%

5.1%NVDA1.7%

Held in common62.6%

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	BIUS	Invesco RAFI Strategic US ETFRead Desk	0.19%	1.24%	−0.4%	+22.3%	+25.6%	+22.8%	+14.1%	−6.1%	$1.0B
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	BIUS	Invesco RAFI Strategic US ETFRead Desk	0.19%	1.24%	−0.4%	+22.3%	+25.6%	+22.8%	+14.1%	−6.1%	$1.0B
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 IUS

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares

[…]

IUS

Invesco RAFI Strategic US

$19,362

MeasureDCORIUS

Fee0.17%0.19%

Cost on $10k a year$17$19

Yield0.93%1.24%

5 years, per year[…]+14.1%

3 years, per year+21.5%+22.8%

Worst drop · 1Y−8.3%−6.1%

Volatility · 1Y12.8%10.8%

4–1measures won
IUS first

62.6%

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$59.1B

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, IUS, VUG

Today

62.6%most shared, DCOR and IUS

DCORIUSVUG

DCOR—62.6%38.1%

IUS62.6%—29.8%

VUG38.1%29.8%—

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

Income After Fees on $10,000

$105most kept, IUS

IUS$124 − $19 = $105

DCOR$93 − $17 = $76

VUG$42 − $3 = $39

KeptFee

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