DCOR vs RAFE

ADCOR

BRAFE

Measures won1–4RAFE wins · of 6 · 5Y

$10,000 · 5Y$17,342RAFE

Lowest cost0.17%DCOR · $17 on $10k

Most income1.47%RAFE · $147 on $10k

Smallest drop−7.5%RAFE · worst fall in 1Y

Held in common43.9%DCOR and RAFE

DCOR

RAFE

U.S. Core Equity 1 Portfolio ETF Class Shares · $45.6BPIMCO RAFI ESG U.S. ETF · $174M

+21.7%3 years · per year$18,033 · $18,652+23.1%

[…]5 years · per year[…] · $17,342+11.6%

0.17%Expense ratio$17 · $29 on $10k · lower wins0.29%

0.93%12-mo yield$93 · $147 on $10k1.47%

−8.3%Worst dropSmaller wins−7.5%

12.9%VolatilityLower wins12.0%

1–4RAFE wins

$10,000 · 5 yearsOne scale

Shared top holdingsDCOR · RAFE

6.0%AAPL5.4%

4.6%MSFT5.4%

1.7%JPM2.4%

5.4%NVDA1.3%

Held in common43.9%

End-of-day Nov 5, 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	BRAFE	PIMCO RAFI ESG U.S. ETFRead Desk		0.29%	1.47%	−3.2%	+21.4%	+26.1%	+23.1%	+11.6%	−7.5%	$174M
2	ADCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk		0.17%	0.93%	−4.0%	+11.3%	+13.9%	+21.7%	new	−8.3%	$45.6B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BRAFE	PIMCO RAFI ESG U.S. ETFRead Desk		0.29%	1.47%	−3.2%	+21.4%	+26.1%	+23.1%	+11.6%	−7.5%	$174M
2	ADCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk		0.17%	0.93%	−4.0%	+11.3%	+13.9%	+21.7%	new	−8.3%	$45.6B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DCOR vs RAFE

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares

[…]

RAFE

PIMCO RAFI ESG U.S.

$17,342

MeasureDCORRAFE

Fee0.17%0.29%

Cost on $10k a year$17$29

Yield0.93%1.47%

5 years, per year[…]+11.6%

3 years, per year+21.7%+23.1%

Worst drop · 1Y−8.3%−7.5%

Volatility · 1Y12.9%12.0%

4–1measures won
RAFE first

43.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DCOR, RAFE

Today

43.9%most shared, DCOR and RAFE

DCORRAFE

DCOR—43.9%

RAFE43.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$118most kept, RAFE

RAFE$147 − $29 = $118

DCOR$93 − $17 = $76

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee